The Custom View wizard steps you through the process of creating
or editing a custom application view. In this step, choose the fields
the view will display and specify how those fields should be ordered as
columns.
Note: This is the
first step you see if you are creating or editing a view for an application
whose display consists of application items (for example, Documents, Tasks,
or Issues).
TO select and order fields for a custom view:
- In the Custom View wizard,
on the Select and Order Data Fields step:
- Select fields
to include from the Available Fields
list.
- Applications fields
are listed under the application name and include native and custom fields
from the application.
- Workspace fields
are listed separately and include native and custom fields from the workspace types selected in the previous step.
- Click Add to move the fields to the Selected Fields list.
- Use the
Top, Up,
Down, and Bottom
buttons to order the selected fields.
Columns display left to right in the custom view based on their order
in the Selected Fields list.
- Click Next
Step to continue.
Note: If you are editing an existing view, you can click Skip To and go to a specific step in
the wizard.
Next: Grouping
and sorting data.
For help on wizard steps, click the step name:
Selecting
an Application (admin only) | Selecting Workspace Types
| Selecting Data Fields | Grouping and
Sorting | Summary Calculations
| Filters | Distribution | Select Recipients | Name and Save