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List View Overview

11 bytes removed, 15:28, 12 June 2019
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On list views related to [[Universal Tracking Application|Universal Tracking Applications]] (that is - ''not'' Organizations or Contacts List Views, like those we have been working with), '''Batch Update Buttons '''can be enabled. Once you are in configuration mode for a List View, you will see a fifth tab on the menu that will allow you to create Batch Update Buttons. Clicking on this menu will open up a list of available Batch Update buttons. To create a new button, click the '''+ '''icon. 
:: [[File:Batch update buttons.png|650px400px|border]]
The criteria to define for each button is explained below: 
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. Best practice is to make this function only available to System Administrators.
6. Click '''Save'''.
 
===Group Email===
The '''Group Email '''function is available for List Views and must be separately enabled.
:: [[File:Config settings.png|border]]
 
4. Once you are in '''Configuration Mode, '''select the tab '''Security.'''
'''Note: '''If you want to set Email Role restriction, toggle on the '''E''''''nable Enable Email Role Restriction '''feature. This means that on the current UTA records, users can only email those who their role allows. This is set in conjunction with [[Roles and Security Settings]]. 
:: [[File:Screenshot 32.png|500px|border]] 
 
 5. To '''Enable Group Email '''for that UTA, select '''Feature and Function Permissions.'''
:: [[File:Feature n function permissions.png|500px|border]] 
 
6. Going on the second tab (labelled differently depending on the [[Level 1 Entity]] for that UTA), scroll down until '''Enable Group Email. '''
:: [[File:Screenshot 33.png|800px600px|border]] 
* The '''question mark icon '''next to the title will give you tips on how to use Logic, should you wish to configure Group Email through that route.
* The '''Role '''text box will allow you to click in and select which roles will have '''Group Email '''functionality for that UTA.
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