Description: Views defines the fields to be displayed when viewing multiple records in a table.

See below image sample View in TIR OPEN ITEMS saved search.

Solution:

Here are the steps to create your own view:

1. Hover mouse to the View button and Click New.

This page will appear.

Options on the General tab:

• Create a view name.
• Set the maximum and minimum width for the view.

• If the Minimum View Width is set to “None,” then the view will only be as wide as the data being displayed, which can sometimes look too narrow. We prefer to make it the Same as Action Bar.

• Choose how many records to show per navigation page.

There is a tradeoff when choosing the number of records per page:

• Too many records and fields can mean slower screen refreshes.
• Too few records and fields may affect productivity.

The first options on the Fields tab let you add view, edit, and custom icon columns to the view.

• When Show Icon Column is selected, a custom icon can be displayed based on a choice field value in the record.

• Next you can set the maximum number of lines of text displayed in the view for both single fields and for fields with multiple values.
• Below those options is a table of all the fields in the current table, and a set of checkboxes next to each field. Check Display to include the field in the view.
• Checking the Edit or View column turns the field into a hyperlink to edit or view the record, respectively.
• You can specify an exact Column Width or leave the default ‘automatic’ selection.
• Check the Quick Edit box to allow the field to edited from the table view.
• You can also choose to Right Align specific fields in the view. Some types of fields, such as the currency field used for Contract Amount, are easier to read if right aligned.

Generally, it is best to drag all the fields onto one row.

• However, if you have a form with a lengthy text field that you want to display, you can put that field on its own row to display across the full width of the screen by dragging it down to the area that says No items to drag to create a second row. The content of that field is displayed without a field label.
• You can also set variable row formatting and different icons to be displayed next to the row based on the values in a choice field.

If you want to provide different coloring based on a combination of different criteria (due date less than 1 day in future in red, for instance), you can define a Choice field with color names as the choices and use rules to set the record to a particular color value based on your custom criteria.

The Apply tab is only visible to admin users. It allows the admin to make views accessible to specific teams and to apply a view as the default for certain teams.

6. Click Finish to save the results of your changes.

7. Select your created view by hovering on the Views and clicking the name of your View and it will apply to all Saved Search you selected. Check out your new view!

2. Uncheck or check the fields you want to change. Make any other changes you like. After that, Click Next.

3. On the Order/Colors tab 

Note that the newly added fields appear to the right of pre-existing fields.

• Drag and drop the fields to put them in the following order, from left to right.

• In general, it is a best practice to place the ID field leftmost, and to place more relevant fields to the left of less relevant fields

4. Click Finish from there.

Click Finish to save the results of your changes. Check out your new view!