Changes

Jump to: navigation, search

List View Overview

4 bytes added, 14:59, 7 June 2019
no edit summary
For example, clicking on '''Organizations '''from the main menu will display a list view of organization records in your SmartSimple system: 
:: [[File:ListViewExample.png|500px|border]]
In the above example, the following fields have been selected for display: 
Each field in this list is able to be sorted differently (default, ascending, descending) by changing the value of the [[Sort By]] dropdown box to the right of each field. 
:: [[File:Alphabetical order.png|500px250px|border]] 
The list can also be filtered by using the [[Basic Search]] panel which is at the right of the list view, or the [[Advanced Search]] panel which, when selected, will open as a modal window where you can customize your search. 
:: [[File:Basic vs advanced search.png|200px400px|border]]
'''Note: '''List views will default to the last set of search criteria used. For example, if you perform a search within '''People '''for contacts with the last name "Smith," the next you log back in and view your contacts list, SmartSimple will remember your search and present the last set of search criteria, in the same [[Sort by|sort order]]. 
A user can modify their current list view by selecting the '''List View Options '''icon on the top right. 
:: [[File:Listviewoptions button.png|100px30px|border]] 
This will open a modal window that allows the user to select or de-select certain fields to be shown in their current list view. The benefit of this feature is that each list view can display a different combination of fields, both [[Standard Fields|standard]] and [[Custom Fields|custom]]. 
:: [[File:Listviewoptions list.png|400px250px|border]] 
==Introduction==
List views are the part of the SmartSimple [[Interfaces|interface]] that combine similar records in a vertically scrolling list. The '''List View''' allows you to define which [[Standard_Fields|Standard]] and [[Custom Field|Custom]] Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.
2,299
edits

Navigation menu