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 :
- Move the columns in your view: hold and move the column wherever you want
- 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.
- 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.
- Apply filters to your view: with filters/default and filters/questions
- Add other columns: according to validation steps
- Add other columns: according to the Evaluation Sessions you've created
- 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.
- Finally, click on the “Save” button again to confirm that your customized view has been saved.
- And that's it! Your view is now available on the depot menu.
Views are shared between program collaborators.
You can mark a view as 'default' so that it always appears first on the deposit menu.
- For this, click on the "..." and then on "mark as default".
To export a custom view, please consult this article: Export current view
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