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List View Overview

77 bytes added, 14:23, 13 June 2019
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* Up to 30 columns of records
* Dynamic Filters — create and combine filters, narrow down by type or status, control date/time options, etc
* [[Download files from List View|Download Files ]] option — download all records from a list view, including attachments
* SmartCard Indicator — collect groups of objects into different [[SmartCards|SmartCard]] that can be easily shared with other users 
* Group Email — send a group email; for example, mass email a list of applicants from approved applications from a previous year 
* Multiple View Options — change list views into dashboards, interactive charts, graphs, etc
* [[Exporting List View Results to Microsoft Excel|Export to Excel]] — easily export list views to Excel for record-keeping sheets
* [[Exporting List View Results to Microsoft Word|Export to MS Word]] — easily export list views to Word for documentation* Portal Shortcuts — use list view aggregations to display on your [[Portals|Portal ]] as a shortcut 
* Batch Updates — enable a Batch Updates button to modify all records in a list view at once 
For more information, see the [[Group Email]] page and the [[:Category:Email|Email Category]] pages. 
===Configuring Interactive List View Charts ===
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
:* [[:Category:Reports]] 
:* [[Portals#List View and Mixed Record Type]]
:* [[Adding Form Fields to a MS Word Document#Preparing Template for List View Export|Preparing Existing Word Template for List View Export]] 
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