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Views

Owned by Peter Hickson, created
Mar 05, 2021
3 min read

When filtering and searching some of the list view pages, such as the Member Directory, you may want to use the same search criteria again without having to re-enter it all. Views allow you to save these filter and column combinations and use them again and again. Views are unique to the page that they are on. For example, Views made on the Member Directory, can’t be used on the Browse Subscriptions page.

Create New Views

  1. Navigate to the appropriate list view page.

  2. Adjust filters: Change any filters or searches that you want to and click “Apply Filter” to search for items matching the criteria.

  3. Adjust Columns: Add or remove columns by clicking “Columns” and selecting/deselecting them. You can also reorder columns by dragging and dropping them.

  4. Click “Save”.

  5. Complete the Wizard:

    1. Name: The name if the view.

    2. Description: A short description about the view, detailing what it shows.

    3. Code: A short string to be used in the URL to help identify the view.

    4. Share with: Select the members, roles, security levels or member lists with which you wish to share the view. Start typing and then select from the dropdown.

    5. Set as default: If set to yes, this view will be the default for you and everyone the view has been shared with.

    6. OK: Once happy with the details, click “OK” to save the View.

  6. Repeat all steps to create new views.

Load Existing View

  1. Next to “View”, click “Select”.

  2. Select which View you want to see.

  3. Click the star icon if you want to make the current view your default.

Edit Existing View

When you have a View open, you can make any adjustments to it and either save it as a new View, or save the changes to the existing View.

Click “Edit and Save” and complete the wizard to save the changes to the current View.

Click the arrow and click “Save as new” to save as a brand new View.

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