Difference between revisions of "Part 1: Create a custom View"

Latest revision as of 11:12, 14 December 2022

In this part of the exercise, you create a View that shows only Priority 2 orders.

Login to AgileApps Cloud as yourself.
Select the Orders tab. Note on the right-hand side the list of default Views that were generated when you created the Orders Object.
Click link +Create New View. The Create new view window appears.
Provide a View name: Orders with priority P2.
Click the Define criteria tab. Under the Filter value tab, select Priority under Field field and P2 in the Value field.
Click Save.
Make the View visible to everyone.
In the listed Order Views, note the new Orders with priority 2 view is visible as a separate tab:

@@ Line 4: / Line 4: @@
 # Click link '''+Create New View'''. The '''Create new view''' window appears.
 # Provide a View name: '''Orders with priority P2'''.
-# Click the '''Define criteria''' tab. Under the '''Filter value''' tab, select '''Priority''' under '''Field''' field and '''P2''' in the '''Value''' field.
+# Click the '''Define criteria''' tab. Under the '''Filter value''' tab, select '''Priority''' under '''Field''' field and '''P2''' in the '''Value''' field.<br><br>[[File:Create_New_View Orders_with_P2.PNG|900px]]<br><br>
 # Click '''Save'''.
 # Make the View '''visible to everyone'''.
-# In the listed Order Views, note the new '''Orders with priority 2''' view is visible as a separate tab:
+# In the listed Order Views, note the new '''Orders with priority 2''' view is visible as a separate tab:<br><br>[[File:Orders _with_Priority_P2.PNG|800px]]
+------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
+:{| border="0" align="left" cellpadding="5" cellspacing="1"
+|
+[[Exercise 09: Managing Data|Previous]]
+|}
+:{| border="0" align="right" cellpadding="5" cellspacing="1"
+|
+[[Part 2: Generate a Report using a Pie Chart|Next]]
+|}