Question:
How to create and Share a custom view in PromoMats and Medical?
Answer:
Custom views allow users to save their current search, filters, and other view settings and return to the view with a single click.
Custom views are available in Vault in:
- Library tab
- All Tasks view
- Reports tab
- Dashboard tab
- Custom document tabs
- Custom object tabs
- Related object record lists
- Related document records lists
To create a custom view, please follow the instructions blow:
- Navigate to the tab where you want to create the custom view.
- Click All Library and use the Filters, Search, or Advanced Search bar to set the parameters of the view.
- Once completed, select Save View As.
- Enter the Name of the view. It is optional to enter a Description and select an Icon.
- Click Save.
- The custom view will then appear in your Views list.
How to share a Custom View:
- Navigate to the newly created custom view
-
Next to the Save View As button at the top of the page, click the dropdown button
- Click Share, and then select the recipients from the dropdown menu
Related Documentation:
Vault Help Documentation: Using Custom Views