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Views are a set of data that typically make up a list. In other words, Views are sets of columns that can be configured to contain the information required by the user.

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Views introduction

Views may vary from workspace to workspace making it possible to apply views that match the work situation. As such, a workspace intended for AdOps may have a view that show columns with information about campaigns etc. while a workspace intended for creative produces may be configured to show columns regarding sizes, production deadlines etc.

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Enter a name and click on the blue arrow to add it into the Views list:

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Add columns to

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a view

To add a column to the view, start out by finding the column needed columns in the column list:

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INFO: Please note that when adding a column, it is always added to the bottom of the view list.

Click the checkbox next to the column name whereafter the column name will appear in the view list to the right, indicating that the column columns will be visible in the order shown when the View is published and activated.

To remove a column from the view, click the checkmark in the right column and the column re-appears in the column list rather than the view list.

Please note that when adding a column, it is always added to the bottom of the view list.:

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HINT: The list of columns can be very long. To make it easier to find a specific column, use the Magnifying Glass icon found above the view list. This opens a text search bar which is used to find columns. Simply start typing the column name you want - the list automatically suggest columns that match your entry. Remember to click in the 'x' to close the search and get back to the full list of columns:

X1 Views searching columns.mov
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HINT: While there are no practical limits as to how many columns you can show in a view, you may want to consider that limitations in screen sizes may cause some columns to appear only when the user scrolls to the side. Also take into consideration that the most important fields should appear near the left side of each line.

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INFO: Remember to click ‘Publish’ when you wish to save the view. Also be aware of that you need to select the view to the left of the view name before it is activated and displayed in the current workspace:

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Remove columns from a view

To remove a column from the view, click the light blue checkmark in the right column and the column re-appears in the list of columns rather than the view list:

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Rearranging the column order

To change the order of the columns in the view list, use the mouse to drag the column to the right position in the list.*** RUNE ***

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Sharing views with other users

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  • From the Views list in the column groups:

    X1 views add user groups ex1.png

  • Below the selected view in the ‘Group’ field:

    X1 views add user groups ex2.png

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If you don’t have access to create and/or edit views, you can see aone one or more of the views which has been shared with you like this:

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INFO: To chose another view click on the circle to the right below the play icon so it turns blue like the already chosen and then click on ‘Close’ to the top right in the black bar:

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