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Introduction
You can create a new view from scratch or copy and edit an existing one. The second option is especially useful when only small changes are required.
Add a new view from scratch
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The available columns and filters differ between modules as they correspond to the displayed entities. |
Open the View drop-down menu and click the Add New View button.
You are directed to the view creator.
Provide a concise name for your new view so it can be easily distinguished from others.
In the Configure Filters section, set up the necessary filters:
To add new filters, click the
icon or the Add Filter button. A drop-down menu appears.
Find the necessary filters in the tree menu or type their names in the search bar. Lines in bold mark the grouped categories. Click on those lines to expand them.
Check the boxes next to the selected filters.
Click the Add Selected Filters button at the bottom of the filters list.
To delete the unnecessary filters, hover over the selected filter and click the
icon. You can change the filter order by dragging and dropping the selected filters.
(Optional) Set the desired filter values. They will be displayed by default when this view is selected.
Hover over the filter and click the
icon to lock the selected value and prevent users from changing it.Click the
icon to allow or forbid multiple selection, include inactive entities, and set restrictions on the text fields (the available actions depend on the field type).
In the Configure Columns section, set up the columns for the entity table:
To add a new column, click the Add Column button. A drop-down menu appears.
Find the necessary columns in the tree menu or type their names in the search bar.
Check the boxes next to the selected columns.
Click the Add Selected Columns button at the bottom of the filters list.
To delete the unnecessary columns, hover over the selected column header and click the
icon. To rearrange the columns' order, drag and drop the table headers. You can also hover over the column header and click the
icon. The column action pop-up window appears. Click the arrows to change the column position in the table.To set up the order of the entities in the table, hover over the selected column and click the
icons.To preselect columns, click on the first column header and select the appropriate option in the pop-up window.
In the Share View section, select whether you want to share this view with other users or not.
Select the Privateradio button to make this view visible for you only.
Select the Share with groupsradio button to make this view visible to other users. Click on the drop-down menu to select the particular groups you want to share this view with.
Click the Save Changes button in the top right-hand corner of the page.
XTRF Home Portal offers the possibility of adding custom columns that can perform calculations, highlight the results according to selected criteria, etc. To learn how to do this, see the General Configuration - Custom Fields and Columns article. Custom columns are an additional feature available for Professional and Ultimate plans.
Copy and edit a view
Open the View drop-down menu and click the
icon next to the view you want to edit. 
You are directed to the view creator.
The view name is automatically set to <Old view name> [copy]. Change it if needed.
Make the necessary changes as described in the previous section.
Click the Save Changes button in the top right-hand corner of the page.
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