.Subtabs Used When Designing a View vSpring24

Specify a name, the type (List of Dashboard), and provide a brief description of the view under General Settings. 

 Specify the fields based on which you want the records to be filtered.

This subtab enables you to define which columns appear in the table when the view is selected.

• To display additional columns in the table, in the Available section, select the names of those columns, and then click the right arrow icon. 
• To hide certain columns from the table, in the Selected section, select the names of those columns, and then click the left arrow icon.
• To modify the position of a column in the table, in the Selected section, drag the name of that column to the position you want.

This subtab enables you to define who can modify the view.

Restricted Editors

By default, the view can be modified by anyone. If you want the view to be modifiable to only certain users, in the Available section, select their names, and then click the right arrow icon . If you do not want the view to be modifiable to the selected users, in the Selected section, select their names, and then click the left arrow icon .

Restricted Visibility

By default, the view is visible to everyone. If you want the view to be visible to only certain users, agent teams, and agents, select the Users, Teams, or Agents option, select their names in the Available section, and then click the right arrow icon .

If you do not want the view to be visible to the selected users, teams, or agents, in the Selected section, select their names, and then click the left arrow icon .