You can also easily create an unlimited number of filtered views.
Create a new filtered view
As an example, we will create a new view to display only the executed contracts where Tomorro is the counterparty.
Here are the steps to follow:
Click on "+" from the "Filtered Views"(menu on the left)
Name the new view
Apply the necessary filters
To display only the desired contracts. You can add as many filters as you like :
For our example, let's choose the criterion "Counterpart = Tomorro" and "Status = Excecuted"
Choose which columns to display/not display
Click on the "Smart Fields" button
Check/uncheck the columns and
Change their order if you wish by dragging the smart fields.
Save
Finally, click on "Save this view".
Share a view
Access rights are not affected by views.
If a user doesn’t have access to certain contracts, even if a view displaying those contracts is shared with them, they won’t see them—the view will appear empty.
Private views: Visible only to you.
By default, any new view created is private and visible only to its owner. Only the owner can share a view.
Public views: Visible to all organization members.
Click "Share" at the top of the view.
Check "Make public."
You can change it back to private or share it with specific groups/members at any time.
Shared views: Accessible to specific members/groups.
Click "Share" at the top of the view.
Select the members/groups in the designated field.
They will then see the view in their menu.
Remove access to a view
Hover over the name of a member/group and click the cross icon on the right.
Modify a view
Only the creator can modify a shared view (name, filters, sharing settings).
If another user edits a view and saves it, a private copy is created, visible and editable only by them.
Enter the view you need to edit
Add, delete or change filters and/or column display as desired
"Save Filtered View".
Delete a view
In order to delete a view, you have to be the creator of this view.
Click on the "..." at the top right of the view
Click on "Delete View".
Any view deletion will be permanent, you won't be able to recover a deleted view. But you can always create it again.
Only the To process view cannot be deleted.