Custom List View

The List Views you see when you open a Business Process are the default views that have been set up by your system administrator. As part of the Advanced Filtering functionality, you are able to customize these default views to suit your own needs. Once you have designed a custom view, you can apply the view by selecting one of your own views, or a shared view, from a drop-down list. A shared view is one designed by another user, which has been marked as a shared view by an Administrator.

Custom List Views allow you to choose the fields/relationships you want to see in a List View, the order in which you want to see them and the width of each column.

Prerequisites

Prerequisites

You can only perform this function if you have the following Role applied to your User identity: Policy Role - List View Edit

In This Section

List View Designer

Create a New Advanced View

Edit a User View

Duplicate a User View

Delete a User View

See Also

Advanced Functionality around Views

Filter a View

A Filtering Example