View Filters

Views require filters, which limit the number of records returned by the View. For more information, see the following articles

Fields

Comparisons

Criteria

Criteria can consist of a value, a series of values or a calculation.

Subqueries

Re-Using Page Fields

Tip: If there is an existing view on the same page that contains some or all the fields you want in your view, you can leverage the field list already started:

  • Have a SPoC copy the entire view to create a new view and make you the User so you can further edit.
    1. System Setup > Page Views.
    2. Open the desired View record.
    3. Click Copy.
    4. Click Edit.
    5. Change the User and/or User Group.
    6. Click Save:
      *Note - not all views created are able to be edited via the advanced view tool - if the view includes certain SQL logic the view must only be edited in the system setup area.
  • Have a SPoC copy the desired fields from the view and paste them into your view:
    1. System Setup > Page Views.
    2. Open the desired View record.
    3. Click Edit.
    4. In the field list, copy the desired fields.
    5. Click Cancel.
    6. Click Close.
    7. Open the other View record.
    8. Click Edit.
    9. In the field list, paste the copied field (make sure they are in the desired order and separated by a comma).
    10. Click Save:
      *Note: If the view you want to add fields to have no other fields in the "Field List" field, you may need to copy all of the fields from the appropriate page on the Pages page. To do this: 
      1. System Setup > Pages.
      2. Open the desired Page.
      3. Click Edit.
      4. In the Default Fields, copy the appropriate fields (usually all of them).
      5. Click Cancel.
      6. Open the view record.
      7. In the field list, paste the copied fields (make sure they are in the desired order and separated by a comma)
      8. Click Save.
 

Last Modified: 4/3/2018

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