Edit a view

You can edit the default view or a custom view.

Note: If you rename a status after it's included in a custom view, the custom view isn't updated automatically for the renamed status. You can edit the custom view to include the renamed status
Figure 1. Example
  1. You create a custom view called New RFIs that shows RFIs with a status called New.
  2. When you apply the New RFIs view, the RFIs with the New status are displayed.
  3. You change the name of the status from New to Review.
  4. When you apply the New RFIs view, no RFIs with the Review status are displayed.
  5. In the Search panel, you turn on the Review toggle.

  6. In the View list, you save the changes to the New RFIs view.

  7. When you apply the New RFIs view again, the RFIs with the Review status are displayed.
  1. In the View list, select the view.
  2. To modify the current view:
    • In the Search panel, change the search filters. Set the Search Filters
    • From the Group list, select an option. See Views for details.
    • From the Sort list, select an option. See Views for details.
    • In the list view, sort the items by column. See Views for details.
  3. You can edit the columns in the view. See Views for details.
  4. Open the View list, and then select (Save).

Expand groups by default in the custom view

You can change your settings so groups are expanded by default in the custom view.

  1. In the View list, select (Settings) by the custom data view.
  2. Select the Expand Groups by Default checkbox.
  3. Select Save.

Rename a custom view

You can rename a custom view from the View list.

  1. In the View list, select (Settings) by the custom data view.
  2. In the View Name field, edit the name.
    Note: You can edit the name if you created the custom view.
  3. Select Save.

Reset the default view

You can reset the default view.

  1. In the View list, select (Reset) by the default view.
  2. In the list, select Yes.
    The standard settings are restored for the default view.