Edit/New View

1. In the Fields tab, choose the View Display Type
   • Select the fields to include in the view (each selected field becomes available in the resulting view)
   • Optionally, create Computed Fields
2. In the Order tab, change the column order for the view; Select a field and use the up/down arrows to change the order
   • Optionally, select the sort criteria for up to two fields, and choose Ascending or Descending order for each
   • Optionally, set individual column widths by unchecking the Shrink Columns to Fit checkbox and clicking the Set Column Width link.
3. In the Filter tab, restrict the population by ownership, date or field criteria:
   • Optionally, Filter by Record Ownership
   • Optionally, Filter by Date
   • Optionally, Filter by Field Value
4. In the Color Code tab (optional), add conditional color-coding based on field criteria.
   (Not available for Thumbnail and Calendar views.)
5. In the Group tab (optional), select up to three levels of grouping.
   (Available only for TreeView
6. In the Summary tab (optional), select options to create computations on numeric fields
7. Several action buttons are available from each step in this process:
   • [Preview] - display the view before saving

   Note: If the 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
   • [Next] - move forward to the next tab
   • [Save] - save the View
   • [Save As] - save the View with a new name (make a copy of the view with a new name)
   • [Cancel] - stop the action and go back to the original View page
8. 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
9. Choose Visibility options and click [Save]

The custom view becomes the current view, and it appears as an option in the View list.