imported>Aeric |
imported>Aeric |
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| #In the Fields tab, choose the [[View Display Type]] (List, Tree, Thumbnail, Calendar) | | #Specify [[Views#View Settings|View Settings]] |
| #*Select the fields to include in the view (each selected field becomes available in the resulting view)
| | #Click the '''[Save]''' button to save the view<br>Or enter a new name and click '''[Save As]''' to save the view under a new name. |
| #*Optionally, create [[Computed Fields]]
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| #In the Order tab, change the column order for the view; Select a field and use the up/down arrows to change the order
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| #*Optionally, select the sort criteria for up to two fields, and choose Ascending or Descending order for each
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| #*Optionally, set individual column widths by unchecking the ''Shrink Columns to Fit'' checkbox and clicking the ''Set Column Width'' link.
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| #In the [[Filter]] tab, restrict the population by ownership, date or field criteria:
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| #*Optionally, [[Filter by Record Ownership]]
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| #*Optionally, [[Filter by Date]]
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| #*Optionally, [[Filter by Field Value]]
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| #:[[Image:filtersinviews.gif|none|thumb]]
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| #In the [[Color Code]] tab (optional), add conditional color-coding based on field criteria
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| #In the [[View Group|Group]] tab (optional), select up to three levels of grouping
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| #In the [[View Summary|Summary]] tab (optional), select options to create computations on numeric fields
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| #Several action buttons are available from each step in this process:
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| #:*'''[Preview]''' - display the view before saving
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| #::'''Note:''' If the [[View Display Type|Calendar Display View Type]] is selected, the preview option displays the records in a list - the actual view displays the data in a calendar format | |
| #:*'''[Previous]''' - move backward to the previous tab
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| #:*'''[Next]''' - move forward to the next tab
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| #:*'''[Save]''' - save the View
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| #:*'''[Save As]''' - save the View with a new name (make a copy of the view with a new name)
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| #:*'''[Cancel]''' - stop the action and go back to the original View page
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| #Click the '''[Save]''' button to save the new or edited view; Enter a new name or change the existing view name; Optionally, click the '''[Save As]''' button to save the view under a new name | |
| #Choose [[Visibility]] options and click '''[Save]''' | | #Choose [[Visibility]] options and click '''[Save]''' |
| The custom view becomes the current view, and it appears as an option in the View list. | | The custom view becomes the current view, and it appears as an option in the View list. |
