When you are on a page that allows for customizable views, you will see the button to make a new view from scratch, or the Edit View button to edit the view currently being shown.

When creating or editing views, there are 5 sections to each view:

View Name and Category

The first step when creating a new view is to assign it to a category and give it a name.

Click the 'Select a Category' drop down to assign the view to an existing category or select the 'New Category' link to create a new category.

Next, give the new view a name and assign the permissions for who can access this view:

Select Fields

The next page is for adding the fields you would like to see to your view.

NameSelect the field from the drop down menu. There are categories for each set of fields.
LabelEnter in an alternate name for the field. The user will see this name instead of the field name
Advanced Field PropertiesClick this link to show field options. For example: A date field can be displayed in a number of formats
Add a FieldClick this link to add your next field

After you've added all of the fields needed in your view, click the 'Continue' button to move to the next section

Column Order

Next, you can drag and drop the column order if needed


In section #4, you can identify the filters for this view. In this example, we will be creating a part view of parts with a QTY in stock greater than 0. We've named the view 'Parts in Stock'

First, Select the field you wish to filter on:

Second, select the operator to be used. For this example, we will be using the operator 'Comparison > Is Greater Than'

Next, we will enter the value for our filter. For our parts in stock example, we will be entering a value of 0, with the operation of greater than:

Filter Logic

Filter logic can be used to combine filters in a customized way. If no filter logic is entered, the system will use AND between each filter

AND - This is the default. Example - 1 AND 2 will assume that both filter #1 and #2 are true

OR - This will display the record if either of the records are true. Example (1 OR 2) and 3 will display if either 1 or 2 are true, but also always include 3

Default Filters

Each object comes with a set of default filters at the top of the view. Any filters added to your view will be included at the top of the page for on the fly filtering

You can type in new values into these fields and click 'Search' or press 'Enter' to filter your view further

Record Sort

Last, you can choose how the values are sorted within the view. Choose a field from the list to sort on that value. You can add multiple sort values, but the first field on the sort list will be the primary sort.