Saving List Views
How to save customised record list views (filters and columns) for quick access later.
Saving views allows you to quickly recall specific filter settings and column layouts in module record lists, saving time when you frequently need the same perspective on your data (e.g., 'Open Injury Reports', 'Overdue Actions').
Saving a View
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Apply the desired search filters and customise the column headings in the record list.
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Select the 'Save Current View' button, located in the toolbar at the top of the record list. If the appropriate access has been configured for the form, a 'Global' tick box will be available, which will make the saved view available to all system users that have access to the record list. See documentation on Access Control for forms for more details on enabling global views.
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Enter a descriptive 'Name' for the view.
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Optionally, if available and you have permission, select 'Global view config' (or similar) to make the view available to all users.
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Select 'Save'.
Accessing Saved Views
Saved views can be accessed at any time by selecting them from the 'View' dropdown menu, located near the top of the record list. The 'Default' view shows the standard layout.
Managing Saved Views
A 'Manage Views' option (near 'Save Current View') allows you to rename or delete views you no longer need.
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