Online Help | Web App

Creating and saving custom views

You can create your own custom views by copying existing views and then customizing the copies.

To create a custom view:

  1. Display the view to customize (for details, see Displaying views).

  2. Save the view with a new name:

    1. On the grid's Module menu, click: [Object Name] > [View Name] and choose Save as from the drop-down menu.

    2. In the Save as window, enter a new name of the view.

    3. Click OK.

  3. Customize the view to your needs by applying any of the following methods:

  4. Save your changes byclicking [Object Name] > [View Name] and choosing Save as from the drop-down menu.