Creating Custom Entity List Views
Users can configure List Views to allow or prevent specified security roles from creating or accessing List Views when viewing an Entity.
List Views can be customized so that only selected fields are displayed in columns and allow filters to be added so that only records that meet the criteria will be displayed.
Requirements
To create and edit List Views for Entities, users must be assigned a security role with the following permissions:
- All Entities, desired Entity: Read
- All Entities, desired Entity, List View Settings: Create Views and Enable Column Selection
- Tab Settings, desired Entity: On or Hidden
- To edit a List View, you must be the owner of the List View or an administrator
To create and edit list views:
- Go to the Entity tab for which you want to create or edit List Views.
- Create or select the List View:
- If you want to create a new List View, click on List Actions and then select Create New List.
- If you want to edit an existing List View, click List Actions and then select Edit List.
- Please see below a description of each field on the List View Edit page:
1 - Label and Name
Name is the internal name of the list view. Label is the name shown on the Entity page for the user.
2 - Select Fields to Display
In this section, you can determine which fields will be visible on the list view. If you wish to add a field, click on the field name on the left side column and add it by clicking on the arrow pointing to the right (>).
To remove a field from the List view, select a field on the right side column and remove it by clicking on the arrow pointing to the left (<).
3 - Sort by and Sort Direction
This will determine which field the list view will be sorted by and in which direction (Ascending or Descending).
4 - Specify Optional Filters
In this section, you can add filters to determine which records will be shown on the List view. In the example, only records created in the last 90 days will be shown on the List view. For more information, see Configuring Entity Filters and Filter Logic.
5 - Restrict Visibility
This field will determine which users will be able to see the List View. You can configure it for:
Only to owner: Only the owner and other Administrators will have access
All users: All users logged into the portal will have access
Certain groups of users: You can select specific Security Roles to have access to the list view.
To reorder list views:
Users can reorder the list views available to them and set the one they would like to see when first opening the page.
- To reorder the list views, click on the All Records button. In the dropdown menu that appears, click on Reorder Lists.
- In the new window that appears, click on the Up and Down arrows to reorganize the list views. The top view will be the default view for that user.
- Click Save.