A grid View can be created two different ways, either directly through the Grid or using the View Builder. This article will focus on building a new View di...

A grid View can be created two different ways, either directly through the Grid or using the View Builder. This article will focus on building a new View th...

Like creating a new View, you can also edit an existing View either directly on the grid or within the View Builder. Ensure you have the desired View select...

To rename a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option c...

To save a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option cal...

To save a View with a new name, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will f...

If at any time you wish to remove all the Filters, Sorts, or Quick Queries from a View you can click the red “Clear View” text button that appears directly ...

To delete a View, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option ...

You can select which View should be set as the default. The default View will be what is applied to a grid each time you navigate to it. To set a view as th...

If you wish to share a view with other Users, you can click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Withi...