Managing list views.

List Views are defined while viewing the list of data records to which it applies. Once the List View is defined, it is available in the List View drop downs for the lists to which it applies either as a view that is available to all or as a private view which is unique to the user creating the view. Some examples of lists which utilize a list view are contacts, site users, volunteer calendars, volunteer shifts, and interactions.

Create

1. Navigate to the list for which you wish to create the list view. (you must have the appropriate permissions to manage lists)
2. Click on the "+" icon next the dropdown list  to expand the options and then click "New". 
3. Enter a Name, Group Name, Description and Visibility (whether you want it for all administrators or just you) and click "create New View". 
4. Click 'Edit' on the List View Filter and select from the dropdown what you would like to filter by and enter the criteria and click "Add". Then click "Save". Please see the article "Working with filters." for more information.
5. Click 'Edit' on the List View Columns and select the columns you would like and then order them the way you wish those columns to appear. And finally choose the sort order which is usually "Name" and click "Save". 
6. Click "Save Properties" and then "Return to List". 

Edit

1. Navigate to the list for which you wish to edit the list view. (you must have the appropriate permissions to manage lists)
2. Select the list you wish to edit from the dropdown.
3. Once loaded, click on the "+" icon next the dropdown list to expand the options and then click the "edit" icon. 
4. To edit you can change the Name, Group, Description and Visibility (whether you want it for all administrators or just you) and click "Save Properties".
5. To edit the filter, click 'edit' on the List View Filter and then delete and/or add criteria by clicking the red X's or selecting from the dropdown what you would like to filter by and enter the criteria and click "Add". Then click "Save". Please see the article "Working with filters." for more information.
6. To edit the display columns, click 'edit' on the List View Columns and add/remove/select the columns you would like and then order them the way you wish those columns to appear. And finally choose the sort order which is usually "Name" and click "Save".
7. Click "Save Properties" and then "Return to List".

Delete

1. Navigate to the list for which you wish to remove the list view. (you must have the appropriate permissions to manage lists)
2. Select the list you wish to delete from the dropdown.
3. Once loaded, click on the "+" icon next the dropdown list to expand the options and then click the "edit" icon. 
4. Click the "delete view" button.

Clone

Please see the List View sections of the Administrator's Guide for more information.

Please click here to learn about exporting list view results.