Changes

Jump to: navigation, search

List View Overview

1,700 bytes added, 19:35, 7 June 2019
no edit summary
||'''Default Filename'''
||Define the name of the exported file
|-
||'''Encoding'''
||
|-
||'''Export Values Only'''
==Configuration - Advanced==
===Batch Update Buttons===
On list views related to [[Universal Tracking Application|Universal Tracking Applications]] (that is - ''not'' Organizations or Contacts List Views, like those we have been working with), '''Batch Update Buttons '''can be enabled. Once you are in configuration mode for a List View, you will see a fifth tab on the menu that will allow you to create Batch Update Buttons.  Clicking on this menu will open up a list of available Batch Update buttons. To create a new button, click the '''+ '''icon. 
:: [[File:Batch update buttons.png|650px|border]]
Click on the '''+ '''icon in order to create a new button. 
 
The criteria to define for each button is explained below: 
{| class="wikitablecontenttable"
|-
||'''Display Order'''
||'''Button Type'''
||
'''Batch Update '''- This will enable an edit to mass update to all selected records at once.
 
'''Copy '''- This will create a duplicate copy of the information of selected records.
 
|-
||'''Button Name'''
||Provide a name for your button. '''Ex: '''The name for a button that changes the status for grant applications from submitted to approved can be appropriately named '''Approved. '''
|-
||'''Button Label'''
||Provide a label for your button; typically, it is the same as the name. 
|-
||'''Icon'''
||An icon is extremely useful to draw attention to the button and to communicate its use to users. '''Ex:''' A dollar sign icon for an '''Approved '''button for grant applications. 
|-
||'''Description'''
||Always write a brief description so that other System Administrators and users can understand the functionality of the button. 
|-
||'''View Roles'''
||This criteria is particularly important as it will determine who is able to access this button when on the specified List View. Clicking into the text box for '''View Roles '''will allow you to select which [[User Role|roles]] would be able to view the Batch Update button.
|-
||'''Option'''
||Select from a number of types of what you want your button to perform. A common use case is for the '''Option '''function to depend on '''Status - '''for example, on a List View of grant applications, this Batch Update button will change the status of all selected records at once.
|-
||'''Value'''
||The value corresponding to the option that you have chosen for your Batch Update button. For example, if your '''Option '''function was '''Status, '''then your '''Value '''would be chosen from a list of available statuses in your system, such as '''Approved, Declined, Submitted,''' and more. 
|}
 On other list views (such as for Organizations and Contacts, rather than [[Universal Tracking Application|Universal Tracking Applications]], you will see an icon to the top right of the list view that enables '''Batch Updates. '''
:: [[File:Batch update button.png|border]]
2,299
edits

Navigation menu