View: Difference between revisions

Jump to navigation Jump to search
763 bytes removed ,  4 December 2019
→‎Private views: moved to a separate article
(→‎Best practice in renaming a view: add list of disallowed characters, link Localization examples)
(→‎Private views: moved to a separate article)
Line 290: Line 290:
== Private views ==
== Private views ==


App users can create and manage their own custom views.
App users can create and manage their own custom views. See [[Private view]] for more information.


=== 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]]

Navigation menu