Views - display and filter your iSheet data

Add your own custom views to an iSheet

As a standard user without additional admin permissions, you can create custom iSheet Views for your own use; this allows you to focus on data specific to your own needs and tasks.
Custom views are based on existing site-level views and user permissions; they can include only columns or records that you have permission to view from the source iSheet.
Your custom views are available when you:
  • browse any iSheet (including metadata and output)
  • create a document from a Contract Express template that is linked to an iSheet
  • choose a Results view in
    Advanced search
    .

Creating your own custom view

Open the
iSheets
 module and select an iSheet.
Select the Views drop-down menu, and then
Manage views
 :
The
Manage views
 panel opens.
Select the name of a view to see a list of the columns in the view. You may select a site view or a custom view to use as a source for your new custom view.
Select
Duplicate view
.
The
Edit view
 panel opens.
  • Click the delete icon to remove the column from your view
  • Click and hold the handle (6-dot icon) to move a column in your view (or select
    More actions
     and
    Move up
     or
    Move down
     )
  • Select
    Add column
     to see a list of columns you have previously removed from your custom view. Select a column to restore it to your view.
Click
Save
 to keep your changes.

Your custom views

Your custom views are displayed at the bottom of the
Manage views
 panel.
A
Custom
 tag identifies your custom views.
Changes to the source iSheet
Your custom views are deleted if the source view or iSheet is removed, or if your permissions change and you no longer have access to that view or iSheet.
This also applies to individual columns in your custom view; if columns are deleted from the source view or your permissions are removed, the columns are also removed from your custom views.

Using your custom views

Your custom views are added to the bottom of the Views drop-down menu on the iSheets page.
Select and use your custom view as you would with a site-level view.

Edit a custom view

Only you can edit your custom views.
Select the Views drop-down menu, then
Manage views
. Select the name of the custom view to edit.
Make changes to the view name and included columns as required, then select
Save
.

Delete a custom view

Open the
Manage views
 panel and select the
More actions
 icon next to the view; select
Delete
 >
Delete view
 to confirm.

Custom views in solution or site templates

Custom views may be included in internal solution (or site) templates:
  • For internal templates
    • You must select
      Keep site users
       when a template is created to include custom views for each user
  • For external templating
    • Users are not included in external templates; therefore custom views are not included.

This article applies to:

  • Product: HighQ
  • Subject: iSheets, Setup

Related content