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 enhancement allows multiple roles to a be added to a single list view and eliminates the requirement to create a new list view for each user role which needed a similar view.
  
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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 List View (This feature applies to all System Views).<br />
  
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1. Under the '''[[Configuration Menu]]''', click on '''[[Global Settings]]'''.<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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<!-- [[Image:Configuration_global_settings.png|link:]]<br /> -->
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[[Image:Listview_lookup.png|link:]]<br /><br />
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2. Click on the tab titled '''Organizations & Users'''<br />
 
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3. In the '''Office & Account Settings''' section, click on the '''[[List Views]]''' hyperlink<br />
 
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[[Image:Organizations_List_Views.png|link:|600px]]<br /><br />
 
  
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4. Click on the '''New''' or '''+''' icon to create a new list view or edit an existing list view.<br />
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3. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br />
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[[Image:New_icon.png|link:]]<br /><br />
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[[Image:List_view_roles.png|link:|400px]]<br /><br />
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5. Locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br />
 
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[[Image:Listview_lookup.png|link:]]<br /><br />
 
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6. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br />
 
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[[Image:List_view_roles.png|link:]]<br /><br />
 
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7. Complete all other desired options, 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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==Notes==
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* [[Global Administrator]] privileges are required to configure this feature.
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* This feature is available for all '''System List Views.'''
  
 
==Also See==
 
==Also See==
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* List View Overview
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* [[List View Overview]]
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* Configuring List Views
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* [[Configuring List Views]]
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* [[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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|}
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-->
 
  
  
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[[Category:How]][[Category:List Views]] [[Category:Under Construction]]
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[[Category:List Views]]

Latest revision as of 15:57, 31 August 2016

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


Overview

This enhancement allows multiple roles to a be added to a single list view and eliminates the requirement to create a new list view for each user role which needed a similar view.

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

  • Global Administrator privileges are required to configure this feature.
  • 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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