Configuring a custom view

Configuring a custom view

How can I customise my view?



On your program, the deposits menu allows you to consult the deposits filed on your program in the form of a table. You can customise this table using customised views.

How do I setup a custom view?

To create a new custom view, go to :
  • The deposits menu
  • Click on the “More” button (+)
  • Then on the “Create a new personalized view” button



This takes you to the settings page for your view. You can :
  1. Move the columns in your view: hold and move the column wherever you want



  1. Hide default columns: hover your mouse over the column header, click on the Plus (+) button and then uncheck the default columns to hide them in your view.



  1. Add other columns: depending on the questions in your forms, select the form and questions you want to add to your view in the “Questions” tab.




  1. Apply filters to your view: with filters/default and filters/questions



  1. Add other columns: according to validation steps



  1. Add other columns: according to the Evaluation Sessions you've created



  1. Now that you've configured your view, all you have to do is give it a name (top left of the page) and save it by clicking on the “Save” button at the top right of the page.



  1. Finally, click on the “Save” button again to confirm that your customized view has been saved.




  1. And that's it! Your view is now available on the depot menu.




Info
Views are shared between program collaborators.

You can mark a view as 'default' so that it always appears first on the deposit menu.

  1. For this, click on the "..." and then on "mark as default".




Info
To export a custom view, please consult this article: Export current view 


    Configure your portal 🚀


      • Popular Articles

      • Privacy Policy

        RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...

      • 1. A portal in your image - introduction 📍

        Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...

      • 5. Improve your portal 🚀

        Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...

      • Invite a member to your team

        How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...

      • Frequently Asked Questions

        Frequently Asked Questions What is WIIN.io ? WIIN.io is designed for everyone—from small startups to large organizations designed to assist startup incubators, foundation, innovation award programs and Non-profit organizations in efficiently managing ...

      • Recent Articles

      • New action : Send a slack notification

        How to configure the “Send slack notification” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this ...

      • New action: Send an email

        How to configure the “Send email” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this article, we'll ...

      • New action: Add to an assessment session

        How do I configure the "Add to evaluation session" action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In ...

      • Documentation slack

        How do you set up Slack in your program ? On your platform, you can link Slack to your program to set up automations and receive notifications directly in your Slack space. To do this, please follow the steps below : In your program, click on the ...

      • Accessibility

        How to set up the Accessibility menu on the platform ? The platform allows you to activate the Accessibility menu, customize its content and publish it. To do so, please follow the steps below : From the administrator area, click on the “Settings” ...