Changes

:: [[File:ChangeListViews.png|300px|border]] 

The menu for configuring list views is displayed at the top of the page with different tabs:

:: [[File:Copybutton for list view.png|250px|border]]

:: [[File:Sort order for list views.png|445px|border]]

:: 1. Click the '''Add''' button to add rows to the Sort Order.

||Will strip out any formatting (ex: commas, currency, decimal places) associated with the selected field

|}

The quick edit tab allows you to enable particular fields for [[Quick Edit]], allowing users using the list view to edit fields on a record directly. 

* 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.

:: [[File:Config settings.png|200px|border]] 

:: [[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. '''

6. Click '''Save.'''

==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.