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Version: 1.8.0

Member List

The Member List widget is used on forms to display lists of companies, contacts or leads included in the marketing list.

See the Add Widget to Form article to learn how to add a widget to a form.

By default, the widget is available on the forms of the following tables:

  • Marketing List (crm_marketing_list)
  • Dynamic List (crm_dynamic_marketing_list)

Widget interface​

The widget includes a list of records. In the widget options, you can specify the list view to be used in the widget.

Configure the widget​

The type of records displayed in the widget corresponds to the type of records included in the marketing list on the form of which the widget is located.

To configure the values of the widget options, complete the following steps:

  1. In the burger menu of the form where the widget is located, select Configure → Form → Layout.

  2. In the Selected box, find the widget you need to configure. Click the icon to the right of the widget title.

  3. In the Configure the value of the widget options modal window that appears specify the widget parameters in JSON format as shown in the examples below.
    Read more about widget configuration in the recordList article.

    Configure the value of the widget options
    {
        "perPage":"50",
        "listView":"Default",
        "hideHeader":true,
        "hideCounter":true,
        "hideCondition":true,
        "hideCountMenu":true,
        "hideInfoColumn":false,
        "hideSelectColumn":true
    }
    • perPage – the number of records to be displayed per page.
    • hideHeader – if set to true, hides the header of the list view.
    • hideCounter – if set to true, displays the total number of records in the widget list.
    • hideCondition – if set to true, hides the condition builder.
    • hideCountMenu – if set to true, hides the button that controls the number of records displayed per page.
    • hideInfoColumn – if set to true, hides the column with the button and search by columns.
    • hideSelectColumn – if set to true, hides the column with checkboxes for record selection.
    • listView – a list view of the table to which records included in the marketing list belong. This list view is used for the displaying of records in the widget. The possible tables include Customer Company (crm_customer_company), Customer Contact (crm_customer_contact), Lead (crm_lead), depending on the value of the Contains records of field of the marketing list.

  4. Click Save to apply the changes.