Create and Edit Custom Views

Create and Edit Custom Views

Introduction

Custom Views allow you to display and organize records based on your specific needs. Think of them as queues of records, filtered by criteria, for easy access to the information you need. Although 1Stop provides pre-configured Custom Views for every major module, you may need to edit or create new Custom Views based on your business needs. This article provides step-by-step instructions on how to do this.

Video Summary

Create New Custom Views


Access Standard Custom Views

Each module contains pre-built Custom Views that were specifically created for it. To access the Custom Views for each module, simply click on the drop-down list located in the top left of the page.
A pop-up box will appear with all the available Custom Views.



To review the filters in a Custom View, simply hover over the Custom View name and click on the pencil icon that appears.
The Custom View will open in edit mode



In edit mode, there are three main sections.

1. Specify Criteria - Add specific criteria for filtering the Custom View.


 
2. Choose Columns -  Select the Column you want to appear in the Custom View.



3. Sharing Permission - Identify who the Custom View is shared with. From here, you can also Lock the View to restrict anyone from making changes to it.


Create a New Custom View

You can create a new Custom View by clicking the New Custom View link at the bottom of the pop-up box.



To create the new Custom View, follow the steps below:

1. Click the Untitled View box to add the name of your new Custom View.


  
2. In the Specify Criteria section, choose the field(s) you want to filter on.



3. Click the second dropdown arrow to select the filter operator, like "is" or "isn't," for a specific field.



4. Enter the results that you want to filter on. For pick lists, you can click on the names that you would like to add.



5. To add or delete criteria lines, click the "-" or "+" buttons located to the right of the fields. Additionally, you can change the criteria pattern from "and" to "or" by clicking on the "Edit Pattern" link under the Criteria Pattern section.



6. To add a Column to the Custom View, hover over the field you want to add in the Available section and click on the + sign that appears.

 

7. To remove a Column from the Custom View, hover over the field in the Selected section and click the - sign that appears.



8. The last step is to Identify who the Custom View is shared with. From here, you can also lock the Custom View to prevent anyone from making changes to it.



9. After saving, a new Custom View will be created. Please note that the Custom View will appear in your "Created By Me" section, as you are the one who created it. However, for everyone else, the Custom View will be displayed in their "Public View" section.


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