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List View Overview

1,912 bytes removed, 15:02, 7 June 2019
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* Formatting Options — drag and drop sequence of records, format colour and text boldness, group fields to display in a single cell, etc
* Multiple View Options — change list views into dashboards, interactive charts, graphs, etc
* [[Exporting List View Results to Microsoft Excel|Export to Excel — Excel]] — easily export list views to Excel for record-keeping sheets
* Portal Shortcuts — use list view aggregations to display on your Portal as a shortcut 
* Batch Updates — enable a Batch Updates button to modify all records in a list view at once 
:: [[File:Listviewoptions list.png|250px|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.
 
For example, clicking on the Contacts hyperlink in the [[Administration Interface|administration interface]] displays a list view of contact records in your SmartSimple system:
 
[[Image: Contactlistview2017.png|1000px|border]]
 
 
 
* In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
* This list can be sorted by the values in most columns by changing the value of the “[[Sort By]]” dropdown box above the list view.
* The list can also be filtered by using the [[Basic Search|basic search panel]] which is at the right of the list view (shown above), or the [[Advanced Search]] panel, which, when selected, appears above the list view.
* List views will default to the last set of search criteria used. For example, if you perform a search on Contacts for contacts with the last name "Smith" and log out of SmartSimple, the next time you log back in and view your contact, SmartSimple will remember your search and present the last set of search criteria, in the same [[Sort By|sort order]].
* A user can choose from a selection of list views by changing the value in the “List View” drop box above the list view. The benefit of this feature is that each list view can display a different combination of [[fields]].
* A major feature of SmartSimple list views is that the results can be easily exported to Microsoft Excel. See [[Exporting List View Results to Microsoft Excel]] for more information on this feature.
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