Difference between revisions of "Make a List View Available to Multiple Roles"

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==Overview==
 
==Overview==
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This feature allows multiple roles to a be added to a single [[List View]]. [[Global Administrator]] privileges are required to configure this feature.
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This feature allows multiple roles to a be added to a single [[List View]]. This enhancement eliminates the requirement to create a List View for each user role which needed access. [[Global Administrator]] privileges are required to configure this feature.
  
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==How to implement it?==
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==How to Implement It==
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1. Navigate to the desired [[UTA]].<br />
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1. Navigate to the desired List View (This feature applies to all System Views).<br />
  
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2. Click on the '''Settings''' icon, and select the [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] or [[Level 3 Entity|Level 3]] record. Any System List View can be selected.<br />
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2. On the '''Properties''' tab, locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br />
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3. In the '''Properties''' section, click on the '''[[List Views]]''' hyperlink.<br />
 
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4. The '''List Views''' page is displayed.<br />
 
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5. Select the '''System Views''' tab, and click on the '''+''' icon to create a new list view (you may also edit an existing list view).<br />
 
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[[Image:System_views_list_view_option.png|Link:|500px]]<br /><br />
 
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[[Image:New_icon.png|link:]]<br /><br />
 
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6. Locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br />
 
 
[[Image:Listview_lookup.png|link:]]<br /><br />
 
[[Image:Listview_lookup.png|link:]]<br /><br />
  
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7. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br />
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3. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br />
 
[[Image:List_view_roles.png|link:|400px]]<br /><br />
 
[[Image:List_view_roles.png|link:|400px]]<br /><br />
  
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8. Complete all other required fields, click '''Save'''<br />
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4. Complete all other required fields, click '''Save'''<br />
 
[[Image:List_view_save.png|link:|600px]]<br />
 
[[Image:List_view_save.png|link:|600px]]<br />
  
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* [[Current Upgrade: January 2016|Upgrade: January 2016]]
 
* [[Current Upgrade: January 2016|Upgrade: January 2016]]
  
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<!--
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
 
|[[Image:Why.jpeg|50px|link=?]]
 
|[[Image:Why.jpeg|50px|link=?]]
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|Click [[here]] to learn why this feature is a benefit to your organization.
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|Click [[Make a List View Available to Multiple Roles - Why?|here]] to learn why this feature is a benefit to your organization.
 
|}
 
|}
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-->
 
  
  
 
[[Category:How]][[Category:List Views]][[Category:Pending Review|0]]
 
[[Category:How]][[Category:List Views]][[Category:Pending Review|0]]

Revision as of 15:50, 8 March 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.


Overview

This feature allows multiple roles to a be added to a single List View. This enhancement eliminates the requirement to create a List View for each user role which needed access. Global Administrator privileges are required to configure this feature.

How to Implement It

1. Navigate to the desired List View (This feature applies to all System Views).

2. On the Properties tab, locate the Role field and use the Lookup button to add all applicable roles.
link:

3. Checkmark all selected roles, click OK to add selected roles to the Role field.
link:

4. Complete all other required fields, click Save
link:

Notes

This feature is available for all System List Views.

Also See

Why.jpeg Click here to learn why this feature is a benefit to your organization.
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