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List View Overview

2,202 bytes added, 18:10, 13 June 2019
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::: [[File:Quick edit for list viw.png|450px|border]]
==Configuration - Advanced==
===Global Settings - System Filters===
By looking into the '''System Filters '''section of the system in the [[Global User Administrator|System Administrator]] role, you are able to pinpoint exactly where [[Filter|filters]] are being used on list views. You are also able to edit the filters associated with particular list views at once by clicking into the List View Name and using the '''Edit Filter '''field. 
 
This area of the system is extremely useful as it can inform a SysAdmin if a list view is external facing and the impact on users in changing or deleting the list view. Similarly, before deleting filters it is best practice to know where they are kept in the system, which users have access to them, if they are in use on a portal, etc. 
 
<pre> Deleted filters or list views cannot be restored; they must be entirely rebuilt. </pre> 
 
To reach the '''System Filters section, '''follow these steps: 
 
1. Click the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings.'''
 
3.. Under the first tab, '''System, '''and the subheading '''System Configuration, '''select '''Search Filters.'''
 
:: [[File:Search filters.png|350px|border]]
 
4. Above the list of filters is a look up box titled '''Show Filters For. '''By clicking into this, you can toggle between which system list views you would like to know the filters for. You may choose between specific UTA list views (which will then be further subdivided by Levels), overall user list views, organization list views, or transaction list views. 
 
:: [[File:Show filters for.png|400px|border]]
 
5. Clicking the '''Name '''of a filter will open a modal window that allows you to '''Edit Filter.'''
 
:: [[File:Edit filter.png|400px|border]]
 
The window will display the filter name, the associated filter that can be edited, and the associated list views. 
 
* Clicking on the '''Edit Filter '''button will bring you to the list view page and the advanced search box that has the filter components. 
* Clicking on any of the '''Associated List Views '''will bring you to the specific list view in '''Configuration Mode. '''
 
 
===Batch Update Buttons===
For more information on Batch Update Buttons, see [[Batch Update]]. 
:: [[File:Portals print.png|300px|border]]
 
====Interactive List View Chart Types====
 
The different view types for how the information from the Interactive List View Chart is displayed are visually shown below: 
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