How Can Customized Detail Views Be Saved and Shared in Frontline?

Customizing views in Frontline's Detail View allows users to filter, sort, and display data according to their specific needs. By saving these customized views with meaningful names, users can easily access frequently used formats. This guide provides step-by-step instructions for creating, saving, and sharing views, ensuring efficient data management and quick access to essential information. It also includes tips for formatting the Detail View, such as filtering, sorting, moving, resizing, and adding/removing columns.

Saving and Sharing a Detail View

Saving views that you have customized allows for easily displaying specific data in a format that best suits your needs.

1. After you create a view that you want to use on a regular basis, click Save Current View in the upper left corner of the screen.
2.  Enter a name for your view.
3. Indicate whether or not this should be your default view.
4. Super Admin has the option to click shared? and select the appropriate administrator(s).
5. Click on the Views drop-down list in the upper right-hand corner of the screen to see and select any of your saved views.  You can save multiple customized views.

(HINT:  Utilize the guidance provided in the "Format Detail View" section below to assist in crafting a new view.)

Format Detail View

Customizing the filtering and sorting options in the Detail View enables you to tailor the information display to suit your specific preferences and requirements. By assigning meaningful names to each saved view, you can conveniently access the ones you frequently utilize.

Use these steps:

Filter:

• Click on the down arrow that appears when you move your cursor over any column heading.
• Select Filters, then click on the box next to any category of information that you would like to view.
• Click anywhere outside the filter box to close it.
• This action refines the view to show only the elements/forms that match the filters you have chosen. The active filter for that column is indicated by the yellow highlighting in the column heading.

Sort:

• Click on the down arrow that appears when you move your cursor over any column heading.
• Select Sort Ascending or Sort Descending.
• The data will automatically sort and re-display accordingly.

Move:

• Click on the column heading and drag it into a new position to move the column to the desired new location.

Resize Columns:

• Click on the line section between the column headings and drag to the desired width.

Add/Remove Columns:

• To include a new column in the display, simply click on the downward arrow located to the right of any column heading where you wish the new column to appear. Then, choose the "Columns" option, and select the label of the new column you want to add. (Note: All available columns are shown by default.)

To remove a column, simply follow the same steps and uncheck the box next to the column heading of the column you wish to remove.

To send an email to one or multiple users directly from the Detail View, please refer to the article entitled "Using Email Option in Detail View" for step-by-step instructions.