Work Order List - Create Custom Views
Purpose
The purpose of this article is to demonstrate how to create Custom Views for the Work Order List.
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Video
Instruction
1. Select Work Order List within the Assets module.
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. Begin typing the name of the field or hit space bar to display all available fields to select for your filter.
8. Criteria may be set for your view by selecting the dropdown under 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 the field we selected has:
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
10. Select the field(s) for the Value(s)
11. Additional Criteria may be added by selecting the Add Criteria button then selecting the operator of AND/OR then repeating steps 8-10.
12. 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.
14. Default Pagination will specify how many items will display on a page.
15. Click on Save to save your changes.
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