Difference between revisions of "Edit/New View"

Latest revision as of 01:30, 22 July 2011

Specify View Settings
Click the [Save] button to save the view
Or enter a new name and click [Save As] 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.

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-#In the Fields tab, choose the [[View Display Type]]
+#Specify [[Views#View Settings|View Settings]]
-#*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 [[Views#Additional View Settings|Additional View Settings]], depending on the 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.
 #Choose [[Visibility]] options and click '''[Save]'''
 The custom view becomes the current view, and it appears as an option in the View list.