Inventory Management: Global Restock - Creating Custom Views

Inventory Management: Global Restock - Creating Custom Views

Purpose

The purpose of this article is to demonstrate how to create Custom Views for the Global Restock page in Inventory Management.

Related Articles

Video


Instruction

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


Select Inventory Management within the Assets module...



Global Restock is the Default Page in Inventory Management






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






3. 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...






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 column name and dragging it 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.






7. 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.






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.


    • Related Articles

    • Inventory Management: Global Restock - General Navigation and Fulfilling Requests

      Purpose The purpose of this article is to demonstrate the general navigation and actions of the Global Restock page in Inventory Management. Related Articles Inventory Management: Global Restock - Creating Custom Views Video Instruction 1. Select ...

    • 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 Inventory List: Navigating the Inventory List Video Instruction 1. Select Inventory Management within the Assets module... 2. ...

    • Apparatus List - Creating Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Apparatus List. Related Articles Apparatus List: Navigating the Apparatus List Video Instruction 1. Select Apparatus List within the Assets module. 2. Click on ...

    • Apparatus List - Creating Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Apparatus List. Related Articles Apparatus List: Navigating the Apparatus List Video Instruction 1. Select Apparatus List within the Assets module. 2. Click on ...

    • Kit List - Creating Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Kit List. Related Articles Kit List: Navigating the Kit List Video Instruction 1. Select Kit List within the Assets module. 2. Click on the Ellipsis next to the ...