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Created page with '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 record…'
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:<br>
::[[Image:ListViewC.PNG]]
:'''Note:''' changes here will affect the
Contacts List View throughout [[SmartSimple]]
(UTA Contacts Tab, Search People, Sales
Tracking, etc.)
* The '''Accounts''' list view is fixed and
cannot be customized.
==Defining a List View==
Click into any '''List View''' shortcut to
display the list of fields available:
[[Image:Uta67.png]]
* ''Standard Fields'' are listed at the top of
the list, followed by [[Custom Field]]s.
* The '''#''' field displayed at the top of the
list will display a record counter (index) for
the items displayed.
* Click the check box on the left of each field
to include that field in the '''List View'''.
* Click the '''Hyperlink''' button to designate
a single field that will provide a drill-down
to the associated record.
* '''Text Align''' defines if the data should
be left, centred or right aligned in the
column.
* For numeric fields, you can display a total
at the bottom of each page by clicking the
'''Show Total''' check box.
:''The '''Total''' displayed at the bottom of
the column will have the same formatting
(example: #.##) as specified in the [[Custom
Field]] that is being totalled. If no
formatting is specified, the total will be
displayed to 1 decimal place.''
Once you have saved the field list you can set
the Display order.
'''Note:''' anytime you make changes to the
'''List View''' page as described above the
'''Field Order''' settings (described below)
will be reset and will need to be re-defined.
==Setting the Field Order==
Once you have selected the fields to be
displayed, you can reorder the fields in the
list view and if required create a formatting
[[Template|template]] specifically for this
list view.
From the '''List View''' page click the '''Set
Order''' button at the bottom.
The '''Data Column Order and Sorting''' window
is displayed:
[[Image:Uta102.png]]
To change the '''Display''' order:
* Click on the required field in the left
panel.
* Use the '''Up''' and '''Down''' arrows to
move the field.
* Once complete, click the '''Save''' button.
To change the '''Sort''' order:
* Choose the first field you wish to order by
in the right field combo box.
* Select '''Ascending''' or '''Descending''' in
the '''Order''' combo box.
* If required repeat this process for a second
and third field.
==Defining a List View Template==
You can customize the list view by clicking on
the '''Template''' button at the bottom of the
'''List View''' page.
Note: a basic understanding of HTML may be
required to make changes to the List View
Templates.
* The '''Header''' section can be used to
adjust the column headings. You can change the
formatting, as well as the column heading
displayed.
* The '''Columns''' section controls the
display of the actual record list view.
* The '''Order Clause''' allows you to manage
the sequence of records in a more complex way
than on the '''Set Order''' page.
::''For example, if you are trying to arrange
your sort order based on a field that has an
integer value the sort may not work properly if
the data is stored as string. To make this a
numeric value to sort do the following:
:::* In the list view template go to the
section of 'Order Clause' and find the field
that your looking for based on custom field id.
:::* Change the value from ''cf_967517 desc''
to ''tbl_967517.valuestr*1 desc''; which
converts it to a numeric value now.
==See Also==
* [[Level 1 Templates]]
* [[Types]]
* [[Workflow Requests List View]]
[[Category:Universal Tracking Application]]
[[Category:Applications]]
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:<br>
::[[Image:ListViewC.PNG]]
:'''Note:''' changes here will affect the
Contacts List View throughout [[SmartSimple]]
(UTA Contacts Tab, Search People, Sales
Tracking, etc.)
* The '''Accounts''' list view is fixed and
cannot be customized.
==Defining a List View==
Click into any '''List View''' shortcut to
display the list of fields available:
[[Image:Uta67.png]]
* ''Standard Fields'' are listed at the top of
the list, followed by [[Custom Field]]s.
* The '''#''' field displayed at the top of the
list will display a record counter (index) for
the items displayed.
* Click the check box on the left of each field
to include that field in the '''List View'''.
* Click the '''Hyperlink''' button to designate
a single field that will provide a drill-down
to the associated record.
* '''Text Align''' defines if the data should
be left, centred or right aligned in the
column.
* For numeric fields, you can display a total
at the bottom of each page by clicking the
'''Show Total''' check box.
:''The '''Total''' displayed at the bottom of
the column will have the same formatting
(example: #.##) as specified in the [[Custom
Field]] that is being totalled. If no
formatting is specified, the total will be
displayed to 1 decimal place.''
Once you have saved the field list you can set
the Display order.
'''Note:''' anytime you make changes to the
'''List View''' page as described above the
'''Field Order''' settings (described below)
will be reset and will need to be re-defined.
==Setting the Field Order==
Once you have selected the fields to be
displayed, you can reorder the fields in the
list view and if required create a formatting
[[Template|template]] specifically for this
list view.
From the '''List View''' page click the '''Set
Order''' button at the bottom.
The '''Data Column Order and Sorting''' window
is displayed:
[[Image:Uta102.png]]
To change the '''Display''' order:
* Click on the required field in the left
panel.
* Use the '''Up''' and '''Down''' arrows to
move the field.
* Once complete, click the '''Save''' button.
To change the '''Sort''' order:
* Choose the first field you wish to order by
in the right field combo box.
* Select '''Ascending''' or '''Descending''' in
the '''Order''' combo box.
* If required repeat this process for a second
and third field.
==Defining a List View Template==
You can customize the list view by clicking on
the '''Template''' button at the bottom of the
'''List View''' page.
Note: a basic understanding of HTML may be
required to make changes to the List View
Templates.
* The '''Header''' section can be used to
adjust the column headings. You can change the
formatting, as well as the column heading
displayed.
* The '''Columns''' section controls the
display of the actual record list view.
* The '''Order Clause''' allows you to manage
the sequence of records in a more complex way
than on the '''Set Order''' page.
::''For example, if you are trying to arrange
your sort order based on a field that has an
integer value the sort may not work properly if
the data is stored as string. To make this a
numeric value to sort do the following:
:::* In the list view template go to the
section of 'Order Clause' and find the field
that your looking for based on custom field id.
:::* Change the value from ''cf_967517 desc''
to ''tbl_967517.valuestr*1 desc''; which
converts it to a numeric value now.
==See Also==
* [[Level 1 Templates]]
* [[Types]]
* [[Workflow Requests List View]]
[[Category:Universal Tracking Application]]
[[Category:Applications]]
