Description
Field View is views are used to control the number of fields (columns) displayed in the main gridreport. The columns contain data from lead details according to the filter set selected.
Admins can view and edit field views associated with their Custom Queues.
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Create a Field View
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Any field from the organization’s library field can be selected to display in a field view.
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A field view name is required to create and save the field view.
Each user in an organization can create up to 25 field views. The required fields in any field view (cannot be removed/deleted) are:
Lead Name
Primary Officer
Campaign
Status
Created Date
Application ID
Update a Field View
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Select My Pipeline from inSight dropdown menu.
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The order of fields displayed can be decided when creating a field view.
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When multiple field views exist, any field view can be selected as the Primary field view.
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Library field names for the organization are displayed as they are saved in the organization’s workflow.
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Limitations:
Up to 50 fields can be included in each field view per organization.
Up to 25 field views can be created per user in any organization.
Click Filter Sets.
Create a new filter view by clicking the + icon in the Filter View field.
The Create Field View window opens. Fields that are required for all data exports are already populated.
Enter the name of the new field view. In this example, we will create a new field view titled Lead Addresses.
Search for fields related to the new Field View in the Related Fields search bar. Select the fields you would like to add from the results. Hold down the control key to select more than one result. You may do multiple searches.
Click the right arrow button to move the selected results from the Available Fields column to the Chosen Fields column.
The selected field results now appear (along with additional selected field results) in the Chosen Fields columns.
Click on the results in the Chosen Fields column and use the arrows to rearrange their order.
To make the new Field View the Primary View (default view), toggle the button. If you do not wish to make this the Primary View, make no change. Click Create. A green popup notification at the top right of the screen confirms the successful creation of the new Field View.
The New Field View is created.
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Update a Field View
Any field can be removed or added to the list of fields in the field view being updated
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with the exception of system-required fields
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If a saved field view is updated to be the Primary view, then whenever the user navigates to My Pipeline, the field view field will auto-populate to display the selected Primary field view.
A field view name can be updated but cannot be removed.
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Field views that are associated to a preset report
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cannot be updated.
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Click the Edit (pencil) icon of the field view you would like to change.
The Update Field View popup window opens.
Make the desired the change and click Update to save.
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Delete a Field View
All field views except the system default view can be deleted.
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Once all other field views are deleted, the system default view automatically becomes the default field view.
Click the Delete (trash can) icon of the field view you would like to delete.
The Delete Field View popup window opens.
Click Yes to delete the filed view. Click No to cancel the deletion.