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||'''Filter Option'''
||Select which Filter you want to set on this list view. Filters can be saved and stored through [[Advanced Search]], and are labelled by their creators. They can be used as System Filters or Personal Filters.
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||'''View Style'''
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'''Open in Edit Mode''': When records are opened, they will default into Edit Mode as opposed to View Mode.
* This feature ensures security standards as only one user may have concurrent editing access to a record: if an applicant is currently editing their work, and an internal user has the same record open in Edit Mode, it will present as locked by ''x'' user. Opening in View Mode is therefore helpful at certain application stages.
'''Enable''' '''Quick Edit: '''List View will be configured with the [[Quick Edit]] feature enabled; fields of records can be edited directly from their List View.
[[File:Download files button.png|border]]
'''Enable Map Panel: '''Takes each record on a list and plugs in the associated contactclient's address to create a geographical visual of where the clients are. This feature converts address details into latitude and longitude coordinates and integrates with Google Maps.
'''Marked as Configuration Only: '''An option for list views is excluded from the drop down for [[Universal Tracking Application|Universal Tracking Applications]]. Useful for when building multiple list views for an external portal; the list views are accessible only through the cog wheel at the top of the list views drop down.
This displays the variables for each column's information. Note that multiple standard fields can be added in a single column; the content template will reflect how many fields are in a single column by including the variable for each added field.
* '''Tip: '''Do not enter HTML into the content template. It will not appropriately render and will instead appear as tags in text. '''Ex: '''A bold '''Name '''label will appear as '''Name''' in order to prevent injectable malicious HTML. * '''Note: '''Variables cannot be typed into the content template; they can only be selected from the variable list.
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This will enable an open button in that column so that the user can open into that record.
* '''Tip: '''The open button is preferable over '''Enable Row Clickable '''(from [[List View Overview#Properties|Properties tab]]) when a client frequently uses [[Batch Update Buttons|batch update]] as it enables less back and forth and accidental clicks.
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{{ ListViewFooter }}
==Using Reports vs List Views==
'''When is it appropriate to use a List View, and when is it appropriate to build a report? '''
A [[:Category:Reports|report]] is needed if your situation includes at least one of the following criteria:
* You need more than 30 columns
* You need formulae or calculations
* You need more complex aggregations than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by) )
* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]]
'''Notes: '''
* [[:Category:Reports|Reports]] are more sensitive:
** only 5 criteria are permitted compared to limitless criteria on a List View
** requires more knowledge of SQL and reporting (although fine if a user is familiar with MS Access or Tableau)
** less dynamic
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||[[Determining the Application Tabs Displayed to the User]] [[Image:Next.png|link=Determining the Application Tabs Displayed to the User]]
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==See Also==
* [[Portals]]
* [[Dashboards]]
