Create a New Advanced View

Creating a new custom List View (User View) involves:

• Selecting an existing view.
• Opening the List View Designer and changing the view's details.
• Naming the view and saving it.

To create a new user view

1. Select a List View on which you want to base your User View.
2. From the List View toolbar, click Wrench Advanced View. This opens the List View Designer showing the details of the currently selected List View.
   • If a User View has not been selected, a new record is created, with <New Record> displayed at the top left of the form and the name of the originating List View as the List View Name.
   • If a User View has been selected, that view's details are displayed. You can also select another shared User View by clicking Select Existing.

   The Shared and Global checkbox are disabled, as they can only be accessed by an Administrator.

3. In the List View Contents embedded form, you have four options:
   • Delete a content item: enable the item's checkbox and click on the Delete Checked Items link.
   • Move a column: enable the item's checkbox and click on .
   • Edit a column: expand the item and change one or more field details.
   • Add a new column: click on the Add New List View Contents link.
4. In the new List View Contents section, complete the following fields:
   • Required Field: select the field or relationship you want to display.
   • Column Name: the label that appears in the column header.
   • Column Width: the required width of the column in pixels.
5. Test your views, using Apply.
6. When you are happy with your view, click Save. The List View Designer closes and the new view is applied.

To toggle (or switch) off your view, click on the of the View button and select another view from the list to replace the current view. The "tick" means the view is applied, the absence of the "tick" means the view is not applied. Click on another view to replace the current view.

Limitations

1. It is only possible to include fields of type "Text - Memo" in a user view where the Database is SQL. Therefore, for Oracle Databases, fields of this type will not be listed in the Selection List for the Required Field.
2. When a "Text - Memo" column is added to a List View, Single Component Lookup columns in List Views are non-sortable . For example: If the Text - Memo field "Complete Legislative Extract" in the Obligation Register module is added to a List View, the Single Component Lookup "Responsible Person" would no longer sort and result in an error.
3. The above limitations are due to restrictions of the SQL or ORACLE databases, and we will not be able to remove these limitations at a later time.