Create View (Data Views)

Custom Views are user-created sets of display values which can be toggled to display desired sets of results. Many of the results views in eCASE (Folders I Own, Inbox, etc) are configurable using the Create View function. Follow the steps below to create a custom view in eCASE wherever the option is available:

1. On any screen where the Create View option is available, click Create View. The Data View screen appears.
   
   
2. Complete fields as required. The example above includes the following fields:

   Field	Description
   View Name	Enter a name for the custom view, to be used when selecting between customized views.
   Case Type	Select a case type from the drop-down list if you want to filter the list to only show results from one specific case type. If you would like the results to include all case types, do not make a selection. Leave as ‘Select a Case Type’
   Make this the default view	Select this check box to make this view the default view setting.
   Group by	Select a value from the drop-down list to group the results.
   Sort	Select a column from the drop-down list (this list is populated with the columns selected above) for use in sorting the results. Users must select whether the display order will be Ascending or Descending.
   Columns	Select the columns to display in this view by selecting items in the Available Columns list and using arrows to move it to hte Selected Columns list.  Users can also choose the order in which these columns are displayed by selecting the column and then clicking the up and down arrows in the Selected Columns field.

3. After all required fields are populated, click Save to save the custom view. Users can also click Back to cancel creating a custom view and return to the previous screen.