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List View Overview

1,211 bytes added, 18:15, 7 June 2019
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:: 2. Choose a field that the list view should be sorted by, by default. 
:: 3. Choose the '''Direction''' in which the sort should occur:
:
:* '''Ascending''' will sort the selection from A to Z alphabetically or 0 to 9 numerically.
:* '''Descending''' will sort the selection from Z to A alphabetically or 9 to 0 numerically.
'''Note''': The '''Sort Order''' options only define the ''default ''sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
 
:: [[File:Enable export.png|500px|border]] 
 
* '''Update Status After Export: '''Each exported record will be updated to the specific status. 
* '''Trigger Workflow After Export: '''Each exported record will trigger the specified workflow. 
:: [[File:Excel export settings.png|550px|border]] 
 
In the next sections of the Export page, you can customize the settings for exporting to Excel. 
'''Note: '''Excel exportation will ''not'' maintain personalized formatting done on the '''Columns '''tab, including for instance colour formatting, line breaks where different fields have been included in one cell, and so on. 
* If you would like more information on '''MS Excel Settings, '''see [[Positioning Exported List View Results in your Excel Spreadsheet]]
* '''MS Word Settings: '''Enter semicolon-delimited list of [[Custom Field Type: Special - MS Word Merge|MS Word Merge field names]] (''fieldname1;fieldname2;fieldname3'') 
 
'''Custom Export Settings:'''
 
{| class="contenttable"
|-
||'''Custom Export Setting'''
||'''Description'''
|-
||'''Header'''
||Define the text and column settings that will appear above the main body of the exported list view
|-
||'''Record Template'''
||Define the columns from within the list view that are to be exported
|-
||'''Footer Template'''
||Define the text that will appear below the main body of the exported list view
|-
||'''Default Filename'''
||Define the name of the exported file
|-
||'''Encoding'''
||
|-
||'''Export Values Only'''
||Will strip out any formatting (ex: commas, currency, decimal places) associated with the selected field
|}
====<br />Quick Edit====
The quick edit tab allows you to enable particular fields for [[Quick Edit]], allowing users using the list view to edit fields on a record directly. 
:: [[File:Quick edit for list viw.png|450px|border]]
==Contact and Company List Views==
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