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== Private views == | == Private views == | ||
App users can create and manage their own custom views. | |||
=== Creating a private view === | |||
# Start the app and on the home screen, select an entity, for example, Contacts. | |||
# Switch to a different view and select '''Advanced Find'''. <br> [[File:Advanced find in views.png|300px]] | |||
# Click the first line ('''Save As''') to rename your view. | |||
# Click the second line (bold entity name) to modify sort order and additional actions. <br> [[File:Advanced find actions.png|300px]] | |||
# Use the additional lines to define filtering conditions. <br> [[File:Advanced find conditions.png|300px]] | |||
# Save the view. | |||
=== Managing private views === | |||
To manage private views, go to the [[Setup#Appearance|Setup]] section of your app and select '''Appearance > Private Views'''. All your private views for all entities are listed here, and you can clone, delete, edit, or rename them. | |||
[[Category:Woodford]] | [[Category:Woodford]] | ||