Custom View Wizard - Name and Save

 

In the final step of the Custom View wizard, give the view a name and save it.

The steps you take depend on whether you are saving a custom view as an administrator or as a user.

TO name and save the view as an administrator:

  1. Type a name for the view in the View Name box.
  2. Click Finish and Save to save the custom view and close the wizard.

TO name and save the view as a Non-Administrative user:

  1. Type a name for the view in the View Name box.
  2. If you want the view to be your default view, select Make this my default view.
    Note: This option only applies to application views on global tabs. If you are creating a dynamic application custom view in a workspace, there is no default view. If you also have access to the application from a global tab, selecting this option will make the view your default view on the global tab.
  3. Save the view:

 

Note: Your ability to edit (change) or delete views can differ depending on the view you are working with.

 

For help on wizard steps, click the step name:

Selecting an Application (admin only) | Selecting Workspace Types | Selecting Data Fields | Grouping and Sorting | Summary Calculations | Filters | Distribution | Select Recipients | Name and Save