Work with custom views

Change the layout of your workspace and then save it as a custom view.

Add and remove columns

1. Click Add/remove columns to show available columns.

2. Under Shown Columns, deselect any columns you do not want to use.

3. Under Available Columns, select any columns you want to use.

   These will be moved under Shown Columns.

4. Optional: Under Shown Columns, drag column names to change their order in the workspace.

5. Click Save.

Sort the item list

• Click a column header to sort by that column in ascending or descending order.

Filter columns

1. Click Filter in a column header.
2. In the filter editor, select a filter criteria from the drop-down list, such as Contains, Starts With, Is Blank, and so on.
3. Enter a value for the criteria.
4. Optional: click + Add another filter if you want to define another filter for this column.
5. If you create multiple filters, select an operator (AND, OR) to use between each filter.
6. Click Save.

Adjust column sizes

• Drag a column boundary to make the column wider or narrower.
• Double-click a column boundary to fit the column to the contents.

Save as a custom view

Once you have organized your workspace layout the way you want it, you can save it as a custom view.

1. In a workspace, click the View drop-down menu and select + Create new view.
2. Enter a name for the view.

Duplicate or rename a custom view

1. In a workspace, click the View drop-down menu.
2. Next to the view you want to duplicate, click ... and select Duplicate or Rename .
3. Enter a name for the view.

Edit a custom view

• Any changes you make to your layout are automatically saved to the current view.

Delete a custom view

1. In a workspace, click the View drop-down menu.
2. Next to the view you want to delete, click ... and select Delete .