Custom List View
What Can You Do With The Custom List View?
The Custom List View allows you to do the following:
- Determine which columns of data appear on your screen
- Arrange the columns in the order you want them to appear
- Group them by category, area, vendor, etc.
- Save a view so that you can come back to it
- Save it as your personal view, or as a company view that all staff can access.
How the Custom List View Works
- Unlike the other list views, you cannot enter data directly into the Custom List View.
- To add or edit data, click on one of the icons on the far left.
Accessing the Custom List View
To view the Custom List View you:
- Go to the Items List View (click on Items in the menu bar)
- Click on the View drop-down
- Select Custom List View (if you don't see it, please email Support@DesignSmart.Tech and ask that it be added to your system.
Configuring The Columns That Appear On The List View
- Click on the Columns pull down to the far right.
- Select the fields you want to appear on the view.
- When you are done, select Ok
Rearranging The Columns That Appear On The List View
- Click on the column's header and move it to where you want it to appear
Group (or Sorting) Your Data
- Click on the columns header you want to sort by and drag it up to the area that says "Drag a column header here"
Saving Your Views
Once you have created a view you want to use again you can save the view.
- Click on the Save View button
- Enter a name for the view
- Indicate if it is a Personal view (that only you can see) or a Company view (that everyone can see)
- Click Save
Updating an Existing View
If you want to update the view you are currently viewing with any changes you have made, click the Update View button.
Loading A Saved View
Now that you have a few views saved, here is how you load them.
- Click on the Load View button
- Click on the blue arrow of the view you want to load
