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List View Overview

1,273 bytes added, 18:07, 7 June 2019
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:: [[File:Sort order for list views.png|445px|border]]
:: 1. Click the '''Add''' button to add rows to the Sort Order.
:: 2. Choose a field that the list view should be sorted by, by default. :: 3. Choose the '''Direction''' in which the sort should occur: 
:* '''Ascending''' will sort the selection from A to Z alphabetically or 0 to 9 numerically.
:* '''Descending''' will sort the selection from Z to A alphabetically or 9 to 0 numerically.
'''Note''': The '''Sort Order''' options only define the ''default ''sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
 
 
====Export====
The '''Export '''tab will display all the functions and options available to users for exporting their list views. 
 
Enabling the Export button will allow you to export into '''Excel, '''the default exporting program. 
 
If you want to export into an Internet-specific folder, such as a Configuration or SmartFolder, you can select that from the drop down menu. You can look up specific folders that currently exist in your SmartSimple system by selecting the '''BInoculars icon. '''
 
:: [[File:Enable export.png|500px|border]] 
 
* '''Update Status After Export: '''Each exported record will be updated to the specific status. 
* '''Trigger Workflow After Export: '''Each exported record will trigger the specified workflow. 
** For more information: [[Workflows Overview]] 
 
:: [[File:Excel export settings.png|550px|border]] 
 
In the next sections of the Export page, you can customize the settings for exporting to Excel. 
 
'''Tip: '''The default settings in the system are normally sufficient. 
 
'''Note: '''Excel exportation will ''not'' maintain personalized formatting done on the '''Columns '''tab, including for instance colour formatting, line breaks where different fields have been included in one cell, and so on. 
 
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