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.
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.
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