Create and manage custom views

Superusers can create and manage custom views to define how request data is displayed for all users.

Each custom view represents a predefined configuration of a grid, including filters, layout, and sorting.

Create a custom view

To create a new custom view:

1. Go to Capex Management

2. In the navigation panel, click Add new

3. Select View

4. Choose a view type:

   • Power Mode

   • Investment Plan

5. Define:

   • Filters

   • Sorting

   • Layout (optional)

6. Enter a name (maximum 60 characters)

7. Save

Define default configuration

When creating or editing a view, you define its default configuration.

This includes:

• Filters

• Sorting

• Layout

• View type (Power Mode or Investment Plan)

Edit a custom view

To update an existing view:

1. Open the view

2. Update filters, sorting, or layout

3. Save changes

Reorder views

Superusers can change the order of views in the navigation panel.

• Drag and drop views to reorder

Delete a custom view

To delete a view:

1. Open navigation configuration

2. Select the view

3. Delete

Create views inside sections

If sections are used:

• New views can be created directly inside a section

• Existing views can be moved into sections

How views behave for users

For each custom view:

• The Superuser defines the default setup

• Users can customize the view for their own use

Users can:

• Change filters

• Adjust layout

• Modify sorting

Difference from saved filters

Custom views are different from favorite filters.

• Favorite filters store only filter conditions

• Custom views define the full grid configuration