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Create custom view dialog box

The Create custom view dialog box allows you to pick columns from different forms and arrange the order of the columns in the target view. You can also drag and drop columns between the fields.

Fields

Create custom view dialog box

Field

Description

Forms

Available forms.

Available columns

Available columns for the form selected in the Forms list.

Add

Adds the selected column(s) in the Available columns list to the Selected columns list.

Remove

Removes the selected column(s) in the Selected columns list, and returns them to the Available columns list.

The columns appear at the bottom of the list.

Selected columns

The columns to appear in the custom view.

Custom view name

A unique name for the custom view.

Buttons

Create custom view dialog box

Button

Description

Remove all selected columns icon

Data Viewer icon. Click to remove all selected columns in the Selected columns list.

Removes all the columns in the Selected columns list.

Create

Creates the custom view.

The custom view name appears in the Forms pane in the Record Listing View.

  • If the custom view is created with columns from non-repeating forms and no itemsets, the view opens in the Record Listing View.
  • If the custom view is created with columns from regular forms, repeating forms, or itemsets the view opens in the Record Comparison View.

Cancel

Closes the dialog box without saving any selections or changes.

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