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
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:
- 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.
- Open the Settings menu on the List Toolbar. Select Create View.
- Open the View menu on the List Toolbar and select Create View.
How-To
Create a New View
Name
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
Select if you would like other to see the view
Columns
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
You can choose how the data is sorted by filtering specific columns. For example you may want to order by Date descending or you may want the view to be ordered by individuals names in alphabetical order.
Filter
You can also filter a view which is useful when dealing with thousands of pieces of data. This feature could be used to filter active individuals only for example
Inline Editing
Group By
Totals
Style
Folders
Item Limit
Mobile
Create a View from an Existing View
- Follow the Getting Here instructions.
- 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
- Select a view
- Modify the view settings, which will vary depending on the view format.
- Click OK to save and finish.
Modify a View
You can get here in two ways:
- 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.
- 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.