0
edits
Changes
→Defining 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.
===System Views===
* When you click on the "New System View" button, you will be prompted to select the role to which the System View pertains. Select the appropriate role and click "OK."
* You will now see three tabs in the right-hand frame: Properties, Columns and Export.
====Properties====
* The "View Name" will match the role that you have selected.
* Select a display order. This will define which list view will be the default for users in multiple roles.
* The default value for the "Open Button Label" is "Open." Changing this value will change the caption on the button used to access a specific record in the list view.
* Checking the "Open in edit mode" option will mean that when records are opened, they will default to edit mode as opposed to view mode.
==Setting the Field Sort Order==
