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List View Overview

3,297 bytes added, 16:03, 10 June 2019
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:: [[File:Listviewoptions list.png|250px|border]]
Other options to modify list views can be accessed through the top buttons available on a list view. 
 
:: [[File:List view buttons.png|280px|border]]
 
The above example shows the following buttons from left to right: 
 
{| class="contenttable"
|-
||'''List View Button'''
||'''Function'''
|-
||'''New '''
||
The new button, marked by a '''+ '''icon, allows you to create a new record in that list view. 
 
'''Ex: '''In a list view of organizations in a SmartSimple system, you will be able to create a new organization. 
 
|-
||'''Reload'''
||
|-
||'''List View Options'''
||
'''Current - '''Allows you to select and de-select which columns you want visible in the list view. 
 
'''Global '''-
 
* '''SmartCard Indicator: '''Toggling this on allows a list view to be added to a [[SmartCard]] for easy storing and sharing of resources to customized groups of users. You will be able to use the SmartCard function after you save this setting by highlighting the '''star icon '''that will appear on the right side of the record in a list view. 
* '''Open in Modal Window: '''This function is specific for records on list view within another record. Toggling this function on will allow the associated records to appear in a modal window, so that a user is able to easily access and look into the records without having to leave their original list view page. 
* '''Records Per Page: '''This function allows you to choose how many records you want displayed in a list view page. The minimum option is 10 and the maximum option is 100. Remember that more records on a page might increase the page's loading time. 
 
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===System Views and Personal Views===
There are two types of list views: 
* If there are automated processes that may be triggered by a batch update, best option is to open any affected record when in the [[Global User Administrator|System Administrator]] role and select '''Options''' >> '''Workflow History''' to view the process of triggers.
* If ever in doubt, run the Batch Update Button on your [[Backup Server and Testing Instance]]. It is best practice, although not mandatory, for Batch Update buttons to provide one valid progression - e.g. a list view with a predefined filter of all applications in pending approval status, where the last step is to approve them simultaneously and for all notifications to go out at the same time.
 
===Enabling Batch Update Permissions ===
Usually, batch update is permitted to users in a [[Global User Administrator|System Administrator]] role. There might be another role that should have the batch update function available to them, such as the Program Manager specific to a [[Universal Tracking Application|UTA]] for programs. 
 
To enable batch update permissions, you must go to the specific [[Universal Tracking Application|UTA]]. 
 
1. Click the 9-square menu icon on the top right of your screen.
 
:: {{Icon-Menu}} 
 
2. Under '''Applications, '''click to the specific UTA you are looking for, or find it under '''Configuration '''>> '''Tracking Applications. '''
 
3. Select the '''cog icon '''at the top if you are on the specific UTA's page, or select the '''pencil icon '''next to the specific UTA if you are on the '''Tracking Applications '''list. 
 
:: [[File:Config settings.png|200px|border]] 
 
OR 
 
:: [[File:Edit buttons.png|450px|border]] 
 
Both methods will display the details of that UTA. 
 
4. Under the tab '''Security, '''select '''Feature and Function Permissions. '''
 
:: [[File:Feature n function permissions.png|500px|border]] 
 
5. The ability to enable batch update for certain roles should appear as the first line. Click into the text box in order to look up which roles in the system you would like to make the Batch Update functionality available to. Remember, best practice is to only make this function available to [[Global User Administrator|System Administrators]]. 
 
:: [[Enable batch update permission.png|350px|border]] 
 
6. Click '''Save.'''
 
====Using Batch Update====
 
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