Inventory List: Creating Custom Inventory Views

Inventory List: Creating Custom Inventory Views

Purpose

The purpose of this article is to demonstrate how to create Custom Views for the Inventory List.

Related Articles


Video


Instruction

1. Select Inventory Management within the Assets module...


Select Inventory Management within the Assets module...



2. Select Inventory List


Select Inventory List



2. Click on the Ellipsis next to the current Inventory view, then select Add View


Click on the Ellipsis, then select Add View



3. Type in a name for this View


Type in a name for this View



4. Select the Columns you want to display from the Available Columns, then select the right facing arrow...


Select the Columns you want to display from the Available Columns, then select the right facing arrow...



5. The order of the Selected Columns may be changed by either selecting the pin when hovering over the column name to pin it to the top or by holding the left mouse button on the ellipsis and dragging that column name to where it needs to be.


The order of the Selected Columns may be changed by either selecting the pin when hovering over the column name to pin it to the top or by holding the left mouse button on the ellipsis and dragging that column name to where it needs to be.



6. You may select two columns to sort by and specify whether the sort should be in ascending or descending order.


You may select two columns to sort by and specify whether the sort should be in ascending or descending order.



7. Hitting any key in Allow Filtering by field will bring up the Selected Columns to select for filtering...


Hitting any key in Allow Filtering by field will bring up the Selected Columns to select for filtering...



8. Criteria may be set for your view by selecting Add Criteria then, selecting the field to base the criteria off of.

Criteria may be set for Selected Columns by selecting Add Criteria selecting the selected column to base the criteria off of



9. The operator sets the condition for the criteria, different fields offer different operators, in this case Inventory Group...

Info

in - allows you to select which value(s) the column must be in

not in - allows you to select which value(s) will be excluded

is null - field values that are empty

is not null - field values that aren't empty



The operator sets the condition for the criteria, different fields offer different operators, in this case Inventory Group...



10. Select the field(s) for the Value(s)


Select the field(s) for the Value(s)



11. Additional Criteria may be added by selecting the Add Criteria button then selecting the condition of AND or OR then repeating steps 8-10.


Additional Criteria may be added by selecting the Add Criteria button then selecting the condition of AND or OR then repeating steps 8-10.



12. Select how this View will be Shared


Select how this View will be Shared


13. When sharing this view with Everyone or Selected Users, checking the box to Allow other users to apply changes will allow them to make edits to this view.


When sharing this view with Everyone or Selected Users, checking the box to Allow other users to apply changes will allow them to make edits to this view.



14. Default Pagination will specify how many items will display on a page.


Default Pagination will specify how many items will display on a page.



15. Click on Save to save your changes.


Click on Save to save your changes.


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