Create a New View
New views can be created by clicking the arrow next to Select view and + Create a New View as seen below.
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You will see options to create any of our 6 different view types, and what the visibility setting will be for each. Visibility settings can be changed later on when you edit your view settings.
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Filtering
Individual views can have filtered applied to only show specific elements.
- In a view, click on the filter icon in the top right which will open a window that allows for filters to be added
- In that window, click on the Add Filter. This will open a blank filter that has an option for what field, the clause, and the value.
- Ex: To filter the view to only elements created before January 1st, 2023, this is what it would look like
- Field: Created At
- Clause: Is Before
- Value: 01/01/2023
Sorting
- In a view, click on the sort icon in the top right which will open a window that allows for sorting on elements.
- In that window, click on the Add Sort. This will open a blank sort that has the option for what field to sort and sort direction.
- Ex: To sort by the date the element was created with most recent at the top, this is what it would look like
- Field: Created At
- Direction: Descending
Saving