How to create your own branched custom views
Check if branched views already exist #
Navigate to the view you wish to edit, select the three dots at the top right, select Admin and then Load,
If there are only Generic versions of views listed here, please follow the steps below,
If your company specific view are listed please skip this page
It is highly recommended NOT to save over generic views!
Creating a company specific view #
Navigate to Setup by selecting the spanner at the bottom left.
Search either by Name or Module for the Generic view you wish to edit,
You can also Filter by type;
New – New record view
Detail – Record details view (Once created)
List – Front dashboard (Consisting of records and graphical charts)
Once you have found the generic view you want to edit, select the three dots at the right side, and select Duplicate,
Leave everything the same apart from the Name, add in your own with your company at the end,
Save the newly named view at the top right,
Now you have duplicated the Generic view, select the original,
Next un assign all Assignments (Users, Roles & Divisions) for the view OR it will cause a conflict,
Then, save from the top right,
Then navigate back to the Front End by existing Setup at the bottom left, then navigate to the view you wish to edit.