When viewing List View pages, there are many different combinations of filters, columns, etc. that can be stored as defaults. Users have the ability to set save and share new views for their convenience. Based on the user role, these views can be shared for their location and across the company.
Additional Resources
Note: For this scenario, we will focus on the Inventory Summary List View, but the process applies to all upgraded list views.
Create a New View
Set Filters
For this example, we will filter for all Instock accessories. We set the Inventory Focus filter to Instock and the Item Type filter to Accessories.
Edit Columns
For this example, we have added the Catalog Price column and removed the Manufacturer, Note, Bin#, and Note columns. We also rearranged the column order.
Save a New View
After you have applied filters and made optional changes to your column views, the Viewing field of the filter will show as Default - modified. This means that a change has been made to the default view, and you can save these changes as a new list view.
1. On the upper-right side of the page, click the Options button. From the list of available actions, click Save Current View.
2. On the Save view pop-up, name your new view and select a view type. After you have made your selection, click Save to create the new view.
- Save as new - Assign a name to this list view.
- Save as Company view (globe icon) - (Admin Role) This list can be subscribed to by anyone in the company.
- Save as Location view (location pin icon) - (Manager Role) This list can be subscribed to by anyone at this location.
- Save as a User view (user icon) - This list is only viewable by you.
Set a New Default View
If you plan on using this view often, you can set it as the default when viewing this List View page.
1. Make sure you are viewing your preferred list. On the upper-right side of the page, click the Options button. From the list of available actions, click Edit Views.
2. On the Edit Views pop-up, find the list view name and click the Heart Icon under the Default column. This will set that view as your default.
Note: If you select the Heart Icon under Shared Default, this will make this list the default list for all users at your location.
If you set a global list view as the default, you will be prompted with a warning that this change will automatically subscribe all users and set this view as the company default. You can either set the new default or go back to make changes.
Edit a View
When viewing a list, changing filters and search fields will result in a modified view. If you save this view, you can replace the view you modified or save it as a new view.
Subscribe to New Views
Admins and Managers have the ability to share views across the location and/or company, but not all views will automatically populate for every user as options.
1. On the upper-right side of the page, click the Options button. From the list of available actions, click Edit Views.
2. On the Edit Views pop-up, click the Select a list view dropdown, and all available views will be listed. Select each view you would like to add to your list.
3. To access the new views, click the Viewing dropdown on the top of the List View and select the new view.
START 1.18.X MIG
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