Administrators can create views and delete any views they have created. You can
create or delete views from either the list view or the form view.
Navigate to the application or module you want to create or delete the view
If you are creating a view for a list, perform the appropriate action for your
||Right-click the header and select
||Open the context menu and select List
If you are creating a view for a form, open a record, then right-click the
header and select
Under the List View section, select the view on which you want to base your new
The fields visible for that view appear in the Selected
From the choice list, select New.
The Create New View form appears.
Enter the descriptive name of the view.
View names should be unique and cannot use special characters or spaces, only
the characters A-Z, a-z,
0-9 and _.
The fields in the Available column are the same as the
first view you based the new view on.
Select the fields to appear in this view by adding or removing the fields from
the Selected column. You can also adjust the order they
appear on the form by moving the fields up or down.
If you are creating a view for a form, you can select a form section and
configure the fields for that section. You can also create views in the same
manner when you configure a related list.
To delete a view, navigate to
Click the view to delete.
Click Delete on the form header.
Warning: In the views list, you may see multiple entries formatted
rpt-temp<sys_id><user>. The instance creates these
views to store the current state of reports. Avoid deleting these records,
as it may impact the state of active reports.
Warning: Do not delete the base system views.