Views are a way to prioritize which data you want to see in which order. Depending on your user role and rights you might only be able to see one or more predefined views created by a administrator.
Views is a set of presorted columns and can be different from workspace to wokspace:
Views can be accessed by the three dots menu to right below the profile icon:
And this drawer will open:
HINT: The views menu drawer can be adjusted in the height so it is possible to see the user interface in the background and in that way see changes made on the fly when adding and/or rearranging the columns
Views for users that CAN’T create or edit views
If you don’t have access to create and/or edit views you can see a one or more of the views which has been shared with you like this:
In the left window you see a is a list of all available views, which user groups that they are shared with and the user name of who created the view + a modification date and modified by user name.
To the right you see a split window which first shows a list of all available columns in the system sorted alphabetical (can be configured different from system to system) and next shows a list of all selected columns in the order they are shown in the current workspace
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 beam:
Views for users that CAN create or edit views
If you have access to edit and/or create views it will look like this with blue check mark fields and the ‘Publish’ / ‘Discard’ menu in the black beam:
In the left window you see a is a list of all available views, which user groups that they are shared with and the user name of who created the view + a modification date and modified by user name.
To the right you see a split window which first shows a list of all available columns in the system sorted alphabetical (can be configured different from system to system) and next shows a list of all selected columns in the order they are shown in the current workspace
How to create a new view
Enter the views menu to open the views drawer and then click the the three dots next the loop icon:
Give the view a name and click on the blue arrow to add it into the Views list:
How to share views with other users
Views can be shared to users by adding user groups in one of these two ways.
From the Views list in the column groups:
Below the selected view in the ‘Group’ field:
