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List view

1. List view

List views can be very powerful and allow you to view data in a number of different ways. These list views allow you to filter data, choose columns and determine who has access to view these list views.

2. List View Options

The list view that shows by default is the “Recently Viewed” list, , but you can create your own listviews as well as change them by clicking the down arrow next to the name of the view.

 

To access the tools needed to create your own listview, click the gear icon in the upper right.

3. Funnel Icon

If the filter pane is not visible, click the funnel icon on the upper right of the screen.

4. Sharing Settings

 

These sharing settings, Aallows you to gives access to all users or just yourself to view the specific list views. If you give access to just yourself, nobody else, regardless of security settings can see this listview.

 

5. Edit List Filters

To add a filter to this list.  , click the “Add Filter” link. Once you click the add filter link the following options are available.

6. Click on Add Filter

 

To add a filter to this list.  , click the “Add Filter” link. Once you click the add filter link the following options are available.

 

7. Field

 

Select the field to use to filter the list view. This list of fields displayed here are the same fields that are on the record screen when opening a record. For documents (RFQs, Quotes, etc) these fields will be the “header” fields.

8. Operator

 

The operator determines how the field is filtered. Examples are “contains”, “starts with”, “not equal to”, etc

 

9. Value

Value is what is used to filter for example “AVCO”, “$2000”, etc. In these examples the filter criteria could be “Document value greater than 2000”

 

10. Click on Save

To save the new filter.

11. Fields to Disply

 

• Available Fields: Shows the available fields that can be shown on the list view, but are not currently visible.

• Visible Fields: Shows the current fields on the listview.

 

• Adding and Removing a Field: To add or remove a field, highlight the desired field and click on the left or right arrow between the boxes.

 

• Reordering the fields: To reorder the fields, click the up arrow and down arrow to the right of the “Visible Fields” section of this screen.