Difference between revisions of "Edit/New View"

Revision as of 01:07, 22 July 2011

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
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.
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
Specify Additional View Settings, depending on the View
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]

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

@@ Line 9: / Line 9: @@
 #*Optionally, [[Filter by Date]]
 #*Optionally, [[Filter by Field Value]]
-#Specify additional [[View Settings]]
+#Specify [[Additional View Settings]], depending on the View
-#*'''[Cancel]''' - stop the action and go back to the original View page
 #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]'''
 The custom view becomes the current view, and it appears as an option in the View list.
-{{Note|#Several action buttons are available from each step in this process:
-#*'''[Preview]''' - display the view before saving
-#:'''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
-#*'''[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)}}