Creating and modifying list layouts
Menu paths
- Documents ? Setup ? Layouts ? List
- Marketing ? Setup ? Web site ? List
Introduction
This page allows you to create list layouts, or modify existing ones.
Roles and rights
To create or modify list layouts, function right 282 – Maintain Layouts, division level is required. By default, users with the Documents administrator or Web administrator role have this function right.
Note:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I create list layouts?
- On the page, click New.
- Under the List section, type a code for the list layout at Code.
- Type a description for the list layout at Description.
- Define the rest of the fields where necessary.
- Click Save.
How do I modify list layouts?
- On the page, click the hyperlink of the corresponding list layout to be modified.
- Make the necessary changes.
- Click Save.
Buttons
Save
Click this to save the layout.
Save + New
Click this to save the layout and create another layout.
Note: This available only when you are creating a layout.
Delete
Click this to delete the list layout from the system.
Advanced
Click this to display the Criteria section.
Simple
Click this to hide the Criteria section.
Preview
Click this to generate a preview of the list based on the current list layout settings.
Note: This available only when you are modifying an existing layout.
Language
Click this to configure the language filter selection box inserted in the header of the generated list. This button is not available while defining a new list layout. For more information on the language filter selection, see Configuring language filter selection for list layouts.
Note: To configure the language filter for a new list, you must first save and reopen the list layout.
Close
Click this to exit.
Fields
List section
Code
Type a unique code for this list layout. You can type up to 10 characters.
Note: This information cannot be changed when you are modifying an existing layout.
Description
Type a description for this list layout. You can type up to 40 characters.
Header
Type or select a document to insert this document as a header to this list.
You can also click Customize to create and modify the list header instead of using a document. If there is a document inserted as the header of this list, this button is not available.
Criteria section
Type a valid criteria statement to filter the generated list according to this statement. This section is available after clicking Advanced.
For more information on how to form the criteria statement using available fields, logical operators, and comparison operators, see Advanced criteria for frontpage and list layouts.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.466.211 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
13-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |