AgileApps Support Wiki Pre Release

Part 1: Create a custom View

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Revision as of 11:12, 14 December 2022 by Wikieditor (talk | contribs)
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In this part of the exercise, you create a View that shows only Priority 2 orders.

  1. Login to AgileApps Cloud as yourself.
  2. Select the Orders tab. Note on the right-hand side the list of default Views that were generated when you created the Orders Object.
  3. Click link +Create New View. The Create new view window appears.
  4. Provide a View name: Orders with priority P2.
  5. Click the Define criteria tab. Under the Filter value tab, select Priority under Field field and P2 in the Value field.

    Create New View Orders with P2.PNG

  6. Click Save.
  7. Make the View visible to everyone.
  8. In the listed Order Views, note the new Orders with priority 2 view is visible as a separate tab:

    Orders with Priority P2.PNG

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