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Applies To Version(s): 3, 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.

About - Creating a New View


Before creating a view, select a view format or start with an existing view. The All Items view is in the Standard View format.


Getting Here - Creating a New View


Note

New views are created for existing lists. If your list is not yet created, do that first, then return here to learn how to access the Create View page.


There are three options for getting to the Create View page. Open your list from the All Site Content page to load the administrator view:

  1. Open the Settings menu on the List Toolbar. Select List Setting to load the List/Library Settings. Go to the Views section and click on Create view.
  2. Open the Settings menu on the List Toolbar. Select Create View.
  3. Open the View menu on the List Toolbar and select Create View.


How-To


Create a New View

Name

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Enter a name for your view, a descriptive name can be useful in a list that might eventually contain many views > tick 'Make this the default view' if you want this to be the view users see when they open the list


Audience

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Select if you would like other to see the view 

Columns

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You can choose which columns from the list you'd like to include in the view by ticking the 'display' box > decide which order you'd like the columns to appear by stating which position you'd like them to appear in from the left 

Sort

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Filter

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Inline Editing

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Group By

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Totals

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Style

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Folders

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Item Limit

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Mobile

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Create a View from an Existing View

  1. Follow the Getting Here instructions.
  2. Below the 'Choose a view format' header and under the 'Start from an existing view' header you will see a list of existing views to choose from
  3. Select a view
  4. Modify the view settings, which will vary depending on the view format.
  5. Click OK to save and finish.

Modify a View

You can get here in two ways:

  1. Open any list or library from the All Site Content page. Go to Settings > List Settings (or Document Library Settings). Scroll down to the Views section. Select a view and click to open the settings page.
  2. Open the list from the All Site Content page to load the administrator view. Open the View menu on the List Toolbar and select Modify this View.


Once you've made your changes,  click OK to save.


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titleRelated Articles
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Page Properties
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Related issues