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List View Overview

1,599 bytes added, 18:17, 13 June 2019
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::: [[File:Quick edit for list viw.png|450px|border]]
==Configuration - Advanced==
===Combining Filters and List Views===
[[Filter|Filters]] are created through [[Advanced Search]] functionality. You are able to use detailed operators that can restrict the search results of a list view: for example, you can drill down list views by status or type, by numeric or alphanumerically created conditions, and so on. The combination of these search conditions are called a '''Filter '''and can be saved into the system for permanent use - either in another search for your own use, for combining with list views, or for the availability of other users who may benefit from seeing the results of your specified conditions. 
 
To combine filters with a specific list view, simply enter the '''Configuration Mode '''of a list view. See [[List View Overview#Accessing the List View Configuration Page|Accessing the List View Configuration Page]] if you need to learn how to access the configuration mode of a list view. 
 
<pre> Filters must be first created through Advanced Search prior to combining them into a list view. </pre> 
 
Under the '''Properties '''tab of the list view configuration page, click into the text box labelled '''Filter Option, '''which will allow you to choose from all of the available system list views.
 
After you have selected your filter, press '''Save. '''(You may also '''Copy '''this Filter + List View combo as a system or personal list view, if you wish to.) 
 
When you access a recordset with this list view, you will now see that the filter appears already populated in the Advanced Search box and that those fields are not further editable. 
 
===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: 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings.'''
:: [[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. 
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