How to pull more data in the View?

Last Updated on:
April 21, 2022

Predefined Views by your Admin can not be edited. Only Views from the My Views section can be edited.

More data is added in the View by adding more columns. This can be done in 2 ways.

From Columns Tab

1. Click on the Columns button. Columns Menu will open on the right side of the View showing only headers of columns added by default.

2. Click on the “ + ADD COLUMNS” button in the Columns Menu. Add/Remove Columns Menu will open on the right side of the View.


From Add/Remove Columns Menu
 

1. Click on Add/Remove Columns Menu icon. It will open on the right side of the View.

Add/Remove Columns menu is a tree-like structure of all data available in the system, related to records, processes, tasks, stages and activity. Depending on the Starting Data chosen, the first level of that structure will be different. You can expand the structure further, finding general information about records, processes, tasks and stages (name, type, created on, created by, duration etc.) as well as the information visible in records.

2. Select the checkbox of the item needed and it will be added as a column in the View.