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  1. Open the Service for which you want to create a view and locate the More Actions button.
  2. Select Create View from the drop-down menu.

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  1.  More Actions - Create ViewImage Added

  2. Complete the Name, Entity Base View, and Description, as desired.

    Note
    titleNote

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  1. For View Type, while additional options may display, only List View is supported in this release.

     

    • Leaving the Entity Base View field blank creates a view using the entity's default base view.
  2. Review and update the Fields you want to include in the view.

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  1.  
    Creating View ExampleImage Added

    Select Filters from
    • The Fields that display by default are those that are included in the DefaultInView option for the service's Entities record.
    • To remove a field, highlight the field line and select Delete.
    • To add additional fields, scroll to the bottom to select a blank line, or choose an existing field to modify, click the name area on the field line and select a new field from the drop-down.

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Figure 26 - Add a New Field


    • Add a New FieldImage Added

  1. Select Filters from the drop-down menu.

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Figure 27 - Select Filters from Drop-down


  1. Select Filters from Drop-downImage Added

  2. Create and define Filters by specifying the Field Name, Operator, and Value.Select Sorting from
    1. Service defaults to the Service in which the view is being created.
    2. Click the area below an existing line to create a new line/filter.
    3. Click the field area to activate the drop-down menu.
    4. Select a row to highlight a filter and click the Delete button.

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    1. Adding Filters to a ViewImage Added

  1. Select Sorting from the drop-down menu, to apply default preferences for sorting.

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  1. Select SortingImage Added

  2. Create and define Sorting by specifying a Field Name and Sort Order for any criteria you would like to sort.
    1. Default sorting will be random if no sorting preferences are specified.
    2. Click under Field name to activate the drop-down menu.
    3. Select a row to highlight a filter and click the Delete button.

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Figure 30 - Adding Sorting Preferences


    1. Adding Sorting PreferencesImage Added

  1. After adding your desired information, click click OK to  to complete and launch your view.

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  1. Click OK to Create ViewImage Added