List View Overview

Note: Click here to watch a video on creating and editing List Views.

The List View allows you to define which Standard and Custom Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.

• Within the Universal Tracking Application the Settings page allows you to define the list view for Level 1, Level 2 and Level 3 as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled).

• The List View defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown. Similarly the Level 3 list view applies to the Level 3s listed at the bottom of a Level 2 record.
• If Display as Tab has been enabled for a Level 2 Type you can customize the List View for the items listed on that tab.
• If you use the same Tab Label for more than one Level 2 Type (thus grouping multiple Types onto the same Tab) it will also use the List View configured on the Settings page, the same List View as the Other Level 2 Types tab.

• Within most other Applications you can set the List View via the Settings page.

Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within Sales Tracking.

• When viewing the list of Contacts you can set the List View by clicking on the Edit View tab:
  

Note: changes here will affect the Contacts List View throughout SmartSimple (UTA Contacts Tab, Search People, Sales Tracking, etc.)

Defining a List View

The List view settings can be accessed by clicking on the List View hyperlink for the relevant level on the UTA Settings page, or by clicking on the Edit View button at the top of a list view.

There are two types of List Views: System Views and Personal Views.

• System Views belong to a specific role. All users in that role will have the option to select this List View. When you create a new System View, you will be prompted to select the role to which the System View pertains. There can only be one System View assigned to each role.
• Personal Views are only visible to the user who creates them. Multiple Personal Views can be defined for each user.

Setting the Field Sort Order

Once you have selected the fields to be displayed and have saved your list view, the Sort Order tab will appear. In this tab, you can set the default sort order for the records in the list view.

See Also

• Level 1 Templates
• Types
• Workflow Requests List View
• Historic List View