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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 onCreate 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 View from an Existing View

  1. Follow the Getting Here instructions.
  2. Go to the Start from an existing view section on the Create View page.
  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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