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Building views

Building views

7
Lessons
51 min
Expert

Start creating and editing views to easily manage all your system records.

Start First Lesson

Summary

By building views according to your data and daily activities, you can create efficient work flows where you'll be able to easily access all your frequently used information.

Lessons in this course

Creating a new view

Lesson
1
5 min
Start creating views so you can open and work with the exact lists of records you need.

View settings

Lesson
2
10 min
Learn about the different view settings to fully manage your views. Use duplicate to quickly create similar views, delete irrelevant views, control user access to views, and export your data with a click.

Sorting and setting columns

Lesson
3
7 min
Set up your view by first setting the order you'd like your records to be displayed in and then choosing exactly which fields will be displayed.

Filtering views

Lesson
4
8 min
Use filters to set exactly which records will be included in each of your views. Set multiple conditions for more complex queries, and choose if your filter is temporary or permanent.

Searching within objects

Lesson
5
5 min
Find any record you're looking for by using the object search option. Follow specific guidelines to sharpen your search skills.

Managing views

Lesson
6
8 min
Organize your views with folders so you can easily find the views your looking for, and set favorite and default views to create easy access to frequently used data.

View types

Lesson
7
8 min
By using the different view types, you can display your view in the most efficient way possible for the work you’re doing. Use lists for large amounts of data, segment your records on boards, or show individual cards for each record.