Creating Personal Views

All users have the ability to create personal views, as customizations of the system-delivered views.

The aspects of a personal view that can be customized are:

• The initial set of columns shown when the view opens.
• The column order and widths.
• The default sort sequence.
• Any Query Builder advanced search criteria. Filtering by filter tiles, QBE quick search, or categorization is not saved.

See Managing Columns and Searches for details on making changes to columns and applying advanced searches.

The page-level Actions menu contains the following options for customizing system views:

• Save View As… - creates a new personal view. Enter a name that differentiates it from other system and personal views.
• Save View - overwrites with the current state.
• Discard changes to view - resets to the state it was when last saved.
• Delete View - deletes the view.

Personal views are only visible to the user who creates them.