What

When selecting one of the options in the sidebar, users can personally select which columns of data to display when previewing the records.

Follow the instructions in Editing Columns in a View (link to editing columns in a view) to get the correct columns. Within this function, users can edit the columns as they have a large selection of fields that they can add to or remove from a View.

If the data in the View still not want you were expecting to see, it may have something to do with the Filters.

How

Click on the relevant section in the side bar

Select the View (link to working with views) that you wish to amend the filters for.

If you know that you already have a view that is similar to the one you would like to create, then click on the dropdown arrow next to your default view and select the similar view. If the existing view is similar to start with, there will be less changes you need to make to the View.

Once you have selected a view, you can now edit the columns so you only see the information you need.

Click Edit filters

You can add specific filters to your list to narrow down the information that you see in your View.

Adding a Row

Click on the + Add dropdown and select Add row

Click on the Field dropdown and select the relevant Field.  Depending on which section you click on in the side bar, will depend on which fields you can see.

If you are in the Applicant section, you will see all fields relevant to the Applicant. If you are in the Vacancy section, you will see all fields relevant to the Vacancy.

Once you have selected the Field, you now select which Operator function you would like to use. Depending on which Field you selected, will depend on which Operator options you can see.

Once you have selected the Field and Operator, you now select the Value or Values. Depending on which Field you selected, will depend on which Value options you can see.

In the example below I should just see any Active Applicants, that do not have an Applicant Status of Applied, Sourced or Screened.

Adding a Group

Click on the + Add dropdown and select Add group

You get the option to say you want the system to look for information that has either:-

o   The first set of instructions AND the all group of instructions or 

o   The first set of instructions OR the group of instructions.

In the example below I have chosen the OR function.

The system should look for any Active Applicants with an Applicant Status of Accepted or Placed OR with an Applicant Substatus of Considering or Counter.

Adding a Related Entity

To narrow down the view even more, to get very specific information you can also use the Add related entity option.

Click on the + Add dropdown and select Add related entity

In the example below I should just see Applicants, with an Applicant Status of Applied, Sourced, Screened or Submitted and also Does Not contain data in the Source field.

When you have added the correct filters, and any groups or related entity information for your view click Apply.

You should now see the correct entries you have asked for in your filters.

If you do not see the correct entries, click Edit Filters and amend your selections

Saving the View

If you do have the correct entries and would like to save the View so you can see the information regularly, click on the dropdown arrow next to the current view and click Save as new view.

To make the new field changes permanent, click on the down arrow next to the View, and select the Save as a new view option:

If you wish to override the existing View, keep the View Name the same and click Save, if you wish to create a new View, give the View a new name and click Save.