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User List Views
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Be Aware:
The following section refers to USER List Views, which enables authorized Users to modify existing System List Views.
To create the latter, please refer to the List View Designer section.
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Prerequisites
You can only perform this function if you have the following Roles applied to your User identity:
- Policy Role - Build User Filters
- Policy Role - List View Edit
- Policy Role - Filter and View Admin
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With the introduction of the Advanced Filtering functionality, Business Users now have the ability to customize their own List Views, so that they can choose the fields/relationships of the records they see and also set the column widths for the display of these fields/relationships.
The customized List View, when created, is 'private' for the user who created it and can only be seen and applied by that user, and an Administrator who has the Role: Filtering and View - Admin.
The Administrator can manage customized List Views of all users in the following ways:
- Build, view, edit or delete any user defined List Views
- Make any 'private' List View a 'shared' List View, that other Business Users can use.
- Change the 'Owner' of a User View.
- Make any ‘Private’ or ‘Shared’ List View a ‘Global’ List View by checking the Global checkbox in the List View Designer
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- A Global List View is a List View that applies to all users. It can be based
- on a List View that was configured via the Design Tool
- or a pre-existing customized List View - For users who do not have the ‘List View Edit’ role, the Global List View will always be applied
- For users who have the ‘List View Edit’ role, the Global List View will only be applied if these users have not already specified a customized List View as their default view
- Only 1 Global List View can exist per Originating List View. If a Global List View has already been defined, and an administrator tries to nominate another Global List View to that Originating List View, a confirmation message will be displayed
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