General Lists

Introduction

General Lists are consolidated views built using General Fields, designed to bring together data from multiple Tracks into a single, unified list. While they function similarly to regular lists in TeamTracks, their key distinction lies in their scope—they go beyond individual Tracks.

Displayed at the top of the list section in the Agent Interface, General Lists provide agents with a centralized place to view cross-track data—like a common dashboard where information from different Tracks comes together using mapped General Fields.

Create a General List

To create and configure a General List in TeamTracks, follow the steps below:

Navigate to General Fields

• Go to the Admin Interface.

• Open General Configuration → General Lists.

• Click Create New to start creating a new general list.

• Name and Description: Provide a unique name and a brief description for the list.

Adding Hyperlinks to Views

• When the list displays objects from multiple tracks and you want users to click and view specific objects:

  • Click the + icon near the Tracks section.

  • Select the Track and the desired Default Display View from the dropdown.

  • You can link multiple views from different tracks. If a display view is configured, the object will be hyperlinked and open in the specified view.

Sorting

• Default Sorting By: Choose the field by which the list should be sorted by default.

• Set the sort order to either Ascending or Descending.

List Fields

• Click the + icon next to the Columns section.

• In the Header Name textbox, enter the name to be displayed as the column header.

• Select the appropriate General Field from the dropdown to be displayed in the list.

Add Track Name to the General List

In a General List, you can include the Track Name to identify where each data row originates from. To do this, select the option “**track** from Shared Field dropdown.

Filters

• To refine the data shown in the list:

  • Click the + icon next to the Filters section.

  • Choose from the available predefined general filters.

  • If adding multiple filters, you can combine them using AND or OR operators.

History Tab

All configuration changes are recorded in the History tab with detailed logs and timestamps for tracking.

General Lists on the Agent Portal

General Lists are accessible to agents through the left navigation pane on the Agent Portal. These lists appear at the top, above all other available Track-specific lists, providing a consolidated view of data from multiple Tracks.

Access Requirements

To view a General List, the agent must be assigned an agent role that has been granted permission to access it. This can be configured by:

1. Navigating to Agent Roles in the Admin Portal.

2. Opening the relevant role and going to the Track Permissions tab.

3. In the Permissible General Lists section, add the lists the role should have access to.

Click here to learn more about Agent Roles and permissions.

General Lists on Client Portal

General Lists are also available for Client Users and can be presented as part of the Client Portal pages. Similar to Agent Roles, ensure that the Client Roles assigned to users include permissions for the General Lists they should see. Otherwise it gives you an unauthorized request error.