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List View Overview

21 bytes removed, 17:14, 10 June 2019
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:: [[File:List view buttons.png|280px|border]]
 
The above example shows the following buttons from left to right: 
{| class="contenttablewikitable"
|-
||'''List View Button'''
* 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 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. 
:: {{Icon-Menu}} 
 
2. Under '''Applications, '''click to the specific UTA you are looking for, or find it under '''Configuration '''>> '''Tracking Applications. '''
:: [[File:Config settings.png|200px|border]] 
 
OR 
:: [[File:Edit buttons.png|450px|border]] 
 
Both methods will display the details of that UTA. 
:: [[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====
 
 
 
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[bs://User <span class=|&%20Contact%20Settings%20" href="bs://User%20&%20Contact%20Settings%20" data-mce-href="User%20&%20Contact%20Settings%20" data-bs-type="internal_link" data-bs-wikitext="User%20&%20Contact%20Settings%20%7CUser%20&%20Contact%20Settings%20">User & Contact Settings ]] and [[bs://Company <span class=|&%20Account%20Settings" href="bs://Company%20&%20Account%20Settings" data-mce-href="Company%20&%20Account%20Settings" data-bs-type="internal_link" data-bs-wikitext="Company%20&%20Account%20Settings%7CCompany%20&%20Account%20Settings">Company & Account Settings]], respectively.
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