User Guide

How to create a custom Inventory view

This guide shows you how to build, save, and reuse a custom view of an Inventory grid — choosing which columns to show, filtering rows, grouping records, and saving the layout for later use.

Prerequisites

  • You have access to an Inventory grid (any device type).
  • Saved views are available to site users from the view dropdown.

Steps

Open the Customize View panel

  1. Navigate to Inventory > <device type> to open the grid you want to base the view on.
  2. Click the gear icon (⚙️) in the grid toolbar to open the Customize View side panel.
  3. The panel exposes three tabs on Inventory grids: Columns, Filter, and Conditional formatting.

Choose columns

  1. Open the Columns tab.
  2. Tick or untick checkboxes to add or remove columns.
  3. Drag column entries to reorder them.

Filter rows

  1. Open the Filter tab.
  2. Click + Add filter and pick a field and an operator.
  3. Enter a static value, or click the two-arrow compare button to choose another field as the comparison value.
  4. To add another condition, click And or Or, depending on how the new condition should relate to the existing one.

Group rows

  1. In the panel footer, locate the Group By drop zone — a "Drag a field here to group records" target.
  2. Drag a field name into the zone to group rows by that field. Grouped rows can be expanded with the ▸ caret.

Save the view

  1. With the panel open and your customizations in place, click Save As at the bottom of the panel.
  2. Enter a name for the view.
  3. Click Save.

Apply or switch views

  1. Use the Default View ▼ dropdown at the top-left of the grid to switch between saved views.
  2. To update an existing view in place, open the Customize View panel, make your edits, and click Save (without "As").

Verify

After saving, you should see:

  • The new view name listed in the Default View ▼ dropdown.
  • The grid reload in the configured state when you select the view.
  • The saved view is available to other site users from the view dropdown.