Creating a custom view

1. Navigate to the Record Listing View in the Data Viewer.

   For more information, see Displaying the Record Listing View.

2. In the Forms pane, select a form or itemset, and click the Create Custom View icon ( ).

   The Create Custom View dialog box appears. For a description of the fields on this page, see Create Custom View dialog box.

   The columns that are available in the form or itemset you selected automatically populate the Selected columns list.

   • To clear the list, click the Remove all selected columns icon ( ).

     The available columns appear in the Available columns list.

3. In the Forms list, select a form or itemset that you want to choose a column from.

   All available columns in the form or itemset you select appear in the Available columns list.

4. In the Available columns list, select one or more columns, and click Add.

   You can also drag and drop columns between the fields.

   The columns you select appear in the Selected columns list.

   • For non-repeating forms, you can select:
     • Columns from a maximum of five forms.
     • A maximum of 15 columns across the five forms.
   • For repeating forms or itemsets, there are no form and column restrictions because the custom view displays them in primary and secondary views in the Record Comparison View.
5. Repeat steps 3 and 4 as needed until all the columns you want in a single view appear in the Selected columns list.
6. In the Custom view name field, type a unique name for the custom form.
7. Click Create.
   • 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.

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