Overview:

Custom Views are used on some of Workbench List screens to give Users (with the right permission) the power to tailor the different lists to display relevant content depending on the company and users' needs.

Custom Views allow an admin user to create multiple Views, in addition to the Default View delivered on each screen. It works by choosing which columns to display and saving it as a Global view for other users to consume. Can be accessed effortlessly by clicking the dropdown list in the top-right corner of the screen on the Apply Filter button. Plus, with Custom Views, an admin can conveniently select the preferred filters for the screen.

It becomes another way of reporting, that can be easily achieved with no report writing experience.

Users able to create Views should be limited and controled. Custom Views are designed to be system wide, rather than a custom list only useful for a few users. For the latter, Tiles might be a better option.

This feature is available on the following screens:

• Job Invoices

• Users

• Work Orders

• Purchase Orders

Enable this with the 'BETA FEATURE - Grid Views' control parameter set to Yes. If Beta CP is not enabled, users will be able to consume the System Views.

Open

Custom Views Lists & other options

Screen Guide:

Common Uses

• Job Invoices:
  A few views are installed by default that cover most uses cases:

  • A Default View with all the expected standard information.

  • Local Currency values for those using Forreign Currency.

  • Outstanding, includes all outstanding Job Invoices and an Aged Balance as the number of periods old each invoice is, compared to the current period.

  • Internals, includes Internal Sales only.

  • Data Dump, includes all the complete datasource that populates this list screen, so a user can export all the Invoices and do further analysis if required.

• Users List:
  A user stores many different atributes that a user or employee can have.

  • HR & Payroll: A common use case for Custom Views on Users List is to have a list more approparite for the Payroll or HR department, who would like to see EBA configuration, employee class, Payroll name, etc.

  • IT System Admin: Another use case is for System Admins who are only interested in the configuration and access to the system related data, like Site map profile, email address, login codes, etc. Or even have one view with all this data combined, and see it all at a glance without having to drill into each record.
    
    

• Work Orders:
  Some prefer to see all Work Orders, included Complete ones. For this, a new Custom View can be created without the default filter Complete = No. Then users can set it as their Default View if they prefer it.
  
  

• Plant Service Logs

Custom View Types & access

There are 3 types of Custom View:

• Global: A Global Custom View is visible for all user. Typically an admin user will find the need of a new Custom View to cover specific requirements that will benefit all other users, so the View is created as Global and everyone can consume it.

• Personal: These are only visible to the Admin user that created it (user with the permission to create/edit Custom Views). And are marked with a lock when displayed in the list of Views. For personal use only.

• System: installed and maintained by Workbench. Not editable.

_{Using Custom Views}

_{Custom Views admin users:}

_{To create/edit a Custom View}

1. Click on the arrow in the Apply Filter list box.

2. Select Edit Custom Views. User must have permission 'Edit Custom List' to see this.

3. Select blank value in the View dropdown.

4. Type the name of new Custom View.

5. Select desired columns (Grid), filters, width for displaying.

6. Choosing Fixed Width will enable the scrolling bar at the bottom of the list. If it is not Fixed Width the system will try to render all columns on the screen without requiring to scroll to see the columns on the far right. Sort By one or two selected values, with the option to sort the results Descending. For example, for Job Invoices you might want to Sort By Date and choose to order by date Descending, in order to see the latest Invoices first. Or sort by Surname first and Name second in a Users list.

7. Once you have chosen the columns, you can choose the default Predicates that the View will have by default, and you can select specific values if you preferd. For example, if I want to have a view of Outstanding Job Invoices from Tier 1 clients, I could choose the clients I want to see and the Outstanding value to be different to $0.

8. Mark it as Global if it is ready for all users to use it. Or leave it as Personal if it still needs editing.

9. Click on Save button.

10. To Edit select an existing View, edit it and Save.

Open

Edit Views

_{To edit an existing Custom View:}

1. On the screen, click on the arrow of the Custom View drop down.

2. Select an available Custom View in the list to apply.

3. All users can choose a Custom View as their default view, by choosing the Make Default View option.

_{To use an existing Custom View:}

1. On the screen, click on the arrow of the Custom View drop down.

2. Select an available Custom View in the list to apply.

3. All users can choose a Custom View as their default view, by choosing the Make Default View option.

_{Custom Views for all users:}

All Global Views will be available for users that hve access to the specific List screen. They can choose to make one of the Custom Views their default View, where evrrytime they open the List screen the data displayed will be according to the Custom View selected. There is always a Default View available, and users do not need to select their default one if they do not want to.

Visibility of Custom Views:

• If you do not see the Custom View list box, means it is not available on that screen screen.

• If you do not see a Custom View that you saw or used before, means it has been deleted or marked as Personal.

• If you create a Custom View, make it Global, and then you do not see it anymore, it must be because another Admin user either flagged it as Personal or deleted it.

• Users able to create Views should be limited and controled. Custom Views are designed to be system wide, rather a custom list only useful for a few users. For the latter, Tiles might be a better option.

Next Steps: