How to Create a Scoped View for Better Navigation

How to Create a Scoped View for Better Navigation

Navigating to Create New Views

  1. Choose the required document screen of your choice in which you need to create a customized view.
  2. Click on the kebab (three vertical dots) menu button and choose the Create New View option.

Customizing the View

  1. Click on the 'x' mark against the column name to remove the unwanted columns in the existing view.


  1. Search for additional fields in the Selected Columns input field and select the required field from the drop-down list to add it to the view.
  2. Click on Save View to save the customized view.

Creating a Default View

  1. Turn the Default View toggle switch to the 'Yes' position to make the customized view as your default view.


Applying the View

  1. Click on the Views List button and choose the required view to apply that view to your screen.

Editing or Deleting an Existing View

  1. Click on the Views List button.
  2. Choose the Pencil button against the view to Edit the View.
  3. Choose the Trash Can button against the view to delete the view.



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