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Creating a personal view in UCI

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Posted on by yify

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Hi,

Please advise what are all the different ways to create a personal view in the unified client interface.

In standard interface under any entity views we have ab option to create the personal view but I dont see the same in UCI

Thanks

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Malini Johari 160 on at

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Hi,

You can create it from Advance find. Select the desired columns and then save that view. Once you save it will come as personal view in view list.

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Shaina Microsoft Employee on at

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Hi James,

You can create a personal view using advanced find. You can follow the steps stated below:

- Navigate to Advanced Find

- Select the required entity

- Please set 'Use Saved View' to New if you're creating a new personal view

- Specify the criteria for the view.

- Click 'Save as' and enter a name for the view and save it.

You will find this view in the list of views.

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