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List View Overview

20 bytes removed, 17:27, 10 June 2019
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===System Views and Personal Views===
There are two types of list views: 
:: [[File:ChangeListViews.png|300px|border]] 
=== ConfiguringConfiguring List Views===
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]]
==== Sort Sort Order====
:: [[File:Sort order for list views.png|445px|border]]
:: 1. Click the '''Add''' button to add rows to the Sort Order.
'''Note''': The '''Sort Order''' options only define the ''default ''sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
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====Export====
The '''Export '''tab will display all the functions and options available to users for exporting their list views. A user is able to export a list view with the '''Export button '''on the top right of their list view. 
||Will strip out any formatting (ex: commas, currency, decimal places) associated with the selected field
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==== Quick Quick Edit====
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. 
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]]. 
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