Views
Last updated
Last updated
The "Views" button:
allows you to create, modify and delete Views. A View can be used to store:
Column Layouts
Filters
For example, suppose you want to create a View for the Finance team displaying only contracts above a certain value. To do this, begin by applying a filter:
Then click "Views" -> "Save as New"
choose a name, for example "Finance View":
Once the view is saved, you will have a link which will allow you to share the View:
Only the View itself is shared. Users will still only be able to access data in accordance with the permissions set by Administrators.