Customizing and Saving Views

The ability to customize and save your views is available in the following locations: Suppliers, Products, Locations, Documents, Events, Workflows, and Incidents, Users and Supplier Detail

Customizing your View

To customize a view, go to the page you would like to edit. There are three customizable areas available:

• You can choose to reorganize your columns by dragging and dropping column headers.
• You can also choose which columns you want to appear on your view by clicking on the gear icon  on the right-hand side of the page. This gives you the ability to select or deselect any available columns.
• In some cases, you will want to filter your list so you can quickly see results that need your attention. Simply select the filter icon  located next to the search bar. Then click on the filter and choose the data you want included in your view.

Date/Time Filters

You have the ability to filter any date fields both statically and dynamically. Filtering statically allows you to save queries within a specific date range, or before/after a specific date. Filtering statically  allows you to save queries like ‘events in the last 30’ days or ‘documents expiring in the next month’ that will always reflect the selected time period.

Saving Your Custom View

Once you have your custom view set up, then save it in order to access it later by selecting the "Save View As" button in the upper right corner.

Create a New View

If you have never saved a view or are on the default Connect view, you will  see the option to "Save" the view and will be prompted to name it. 

Update an Existing View

If you are on a saved view, you will be able to save updates you make to that view or even edit the properties of that view by clicking on the name of the current view you are in. You are provided a dropdown menu with several options:

All your saved views appear at the bottom of the dropdown list. Simply select the view you need and all the customizations you saved will appear.

Save View

If you've modified an existing view and want to save it, simply click the Save View button. 

Example Saved Views

Below are some example of customized views 

Filtered by Product Approval Status

Filtered by Distributor Type

Filtered by Product Type