Outlook Lists: Difference between revisions
From Accelerator for SageCRM
(Created page with "Lists are displayed behind the menu (image)buttons EG Oppo list File:oppolist.png Default list length is 20 ---------- Settings for customisation - List Length <ad...") |
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[[File:oppolist.png]] | [[File:oppolist.png]] | ||
* clicking on the entity icon will bring you into the summary for that entity | |||
Default list length is 20 | Default list length is 20 | ||
The Lists are filtered based on the context. For example with opportunity lists if you are in a company context then the "oppo_primarycompanyid" is used to filter. If you are on a person however "oppo_primarypersonid" is used (and so only displays opportunities for that person and not for the company). | |||
---------- | ---------- | ||
Settings for customisation | Settings for customisation | ||
- List Length | - List Length - The max number of items to show in the listing view | ||
<add key="opportunity_ListLength" value="20"/> | <add key="opportunity_ListLength" value="20"/> | ||
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<add key="opportunity_CustomListFilter" value=""/> | <add key="opportunity_CustomListFilter" value=""/> | ||
- Custom ordering for the listing | |||
<add key="opportunity_ListOrder" value="order by oppo_updateddate desc"/> | |||
- The view used to query the data | |||
<add key="opportunity_summaryview" value="vCRMTogetherOpportunity"/> | |||
Latest revision as of 17:21, 13 April 2016
Lists are displayed behind the menu (image)buttons
EG Oppo list
- clicking on the entity icon will bring you into the summary for that entity
Default list length is 20
The Lists are filtered based on the context. For example with opportunity lists if you are in a company context then the "oppo_primarycompanyid" is used to filter. If you are on a person however "oppo_primarypersonid" is used (and so only displays opportunities for that person and not for the company).
Settings for customisation
- List Length - The max number of items to show in the listing view
<add key="opportunity_ListLength" value="20"/>
- Custom filter (option to add in a custom filter - used to hide closed or lost oppos for example)
<add key="opportunity_CustomListFilter" value=""/>
- Custom ordering for the listing
<add key="opportunity_ListOrder" value="order by oppo_updateddate desc"/>
- The view used to query the data
<add key="opportunity_summaryview" value="vCRMTogetherOpportunity"/>
