Site Custom View

The Site Custom View page in your Dashboard settings allow you to create filtered inboxes for your Site Dashboard pages. By adding a custom view, you can create additional tabs with filtered data on your Site Dashboard.

Why use Custom Views?

Site Custom Views can be useful if you have lots of data on your dashboards and you want to provide your project users an easy way to filter and navigate their data. For example,

• Filter data by forms to separate out different processes they might be managing.

• Filter forms by a specific status that requires their review.

• Filter data by a date to show them overdue or "late" cases.

Using Custom Views

Custom views are easy to configure. Simply add and name your custom view, you can change the name or settings at anytime. After naming the view, you will be asked to choose from a range of filters. Only cases matching these filters will appear in this view. You can filter by date, status, tags, forms and roles.