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Custom Views – Step by Step

Create a Custom View

  1. Navigate to Design > Views.
  2. Click Add New Views.
  3. Enter a name for the view in the Name box.
  4. Click Add New and the name of the new View will appear in the View Selection drop-down menu.
  5. Enter more views if required, by repeating steps 2-4.
  6. Click OK when finished.

Adding Items to or Removing Items from a Custom View

  1. Navigate to Design > Items.
  2. Select the required custom view from the For View: drop-down box.
  3. Click on the Select Items for this View button that appears.
  4. All the items (and group names if applicable) in the current custom view are listed in the right-hand window. By default, all items in the file are included in a custom view. 
  5. To customize the view and filter out items that do not need to be included, click the mouse in the Remove column adjacent to the items to be removed.
  6. Click the << Remove button. The items will be removed from the Current View list. The removed items are displayed on the left.
  7. To re-add items in the left window, click the check boxes in the Add column next to the item name.
  8. To select where in the list these items should be added, click on the appropriate row in the Insert column so that the red arrow is located in the required position.
  9. Click Add >>.
  10. To re-add Groups to the custom view, select Groups from the list and follow the same process as shown for items in steps 7-9.
  11. Item and Group order can be changed by dragging the item and group names up and down the Current View List.

Adding Items to or Removing Criteria and Functions from a Custom View

  1. Go to Design > Criteria, and select the custom view from the drop-down menu.
    2. Click Select Criteria for this View.
    3. From the lists of criteria check/uncheck criteria and formulae as required.
    4. Click OK.
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