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Field Views - Create, Update, Delete

Field Views - Create, Update, Delete

Owned by Romina Chu (Unlicensed)
Last updated: Dec 14, 2024 by Rebecca Kornblum
4 min read

Description

Field views are used to control the number of fields (columns) displayed in the report. 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.

Create a 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

 

  1. Select My Pipeline from inSight dropdown menu.

    image-20241213-230501.png

  2. Click Filter Sets.

    image-20241213-234840.png

     

  3. Create a new filter view by clicking the + icon in the Filter View field.

    image-20241213-235117.png

  4. The Create Field View window opens. Fields that are required for all data exports are already populated.

    image-20241214-000807.png

  5. Enter the name of the new field view. In this example, we will create a new field view titled Lead Addresses.

    image-20241214-001336.png

  6. 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.

    image-20241214-001638.png

  7. Click the right arrow button to move the selected results from the Available Fields column to the Chosen Fields column.

    image-20241214-001739.png

  8. The selected field results now appear (along with additional selected field results) in the Chosen Fields columns.

    image-20241214-001836.png

  9. Click on the results in the Chosen Fields column and use the arrows to rearrange their order.

    image-20241214-002521.png

    image-20241214-002619.png

  10. 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.

    image-20241214-002724.png

  11. The New Field View is created.

    image-20241214-002855.png

Update a Field View

Any field can be removed or added to the list of fields in the field view being updated with the exception of system-required fields. A field view name can be updated but cannot be removed. Field views that are associated to a preset report cannot be updated.

  1. Click the Edit (pencil) icon of the field view you would like to change.

    image-20241214-003811.png

  2. The Update Field View popup window opens.

    image-20241214-003924.png

  3. Make the desired the change and click Update to save.

Delete a Field View

All field views except the system default view can be deleted. Once all other field views are deleted, the system default view automatically becomes the default field view.

  1. Click the Delete (trash can) icon of the field view you would like to delete.

    image-20241214-004450.png

  2. The Delete Field View popup window opens.

    image-20241214-004623.png

  3. Click Yes to delete the filed view. Click No to cancel the deletion.

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