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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, and deciding whether the view is personal or shared with the site.

Prerequisites

  • You have access to an Inventory grid (any device type).
  • To save a shared view you need the Administrator role; Users can save personal views only.

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 five tabs on Inventory grids: Columns, Filter, Conditional formatting, Fields, and More.

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, an operator, and a value to define a condition.
  3. Add additional conditions to compose nested logic. Each new condition can be combined with previous conditions to build the rule set you need.

    Note: Details may vary by deployment.

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. Choose whether the view is personal (visible only to you) or shared (visible to all site users — Administrator only).
  4. 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.
  • Other users see the view in their dropdown if you saved it as shared.