Manage a Created View

Purpose

This guide outlines how to edit and manage views you create in your environment. 

Note: Predefined Views created by your Admin can not be edited unless they are cloned first. Only Views from the My Views section apply to this How To. 

Instructions

1. Newly created Views will be located at the bottom of the My Views section of the left-side navigation panel. It will be labeled as Untitled.

2. To rename a View, click on View’s header and type in the desired name.

3. To reorder Views in the My Views section, hover over the View’s name in the section to make an icon appear to the left of the name. Click the icon and drag-and-drop the View to the desired position.

4. Data displayed in a View is not updated automatically. Click on the Update View button to pull the newest data into the View.

5. Delete a View by clicking the three dots in the upper right and selecting Delete View.

6. The amount of data in the View is displayed by the number of rows in the bottom left side.

7. Search for specific data in the View by typing the text in the View’s Search bar. Data will be automatically filtered.

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