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| == Private views == | | == Private views == |
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| 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. |
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| === Creating a private view ===
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| # Start the app and on the home screen, select an entity, for example, Contacts.
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| # Switch to a different view and select '''Advanced Find'''. <br> [[File:Advanced find in views.png|300px]]
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| # Click the first line ('''Save As''') to rename your view.
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| # Click the second line (bold entity name) to modify sort order and additional actions. <br> [[File:Advanced find actions.png|300px]]
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| # Use the additional lines to define filtering conditions. <br> [[File:Advanced find conditions.png|300px]]
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| # Save the view.
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| === Managing private views ===
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| 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.
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| [[Category:Woodford]] | | [[Category:Woodford]] |