Course Description
Learn how to build and save your own queries from DealCloud using the view builder. The Tools > Views section of DealCloud offers access to Private and Public views. User permissions determine whether or not you can create and save Public Views, or simply access them for reporting purposes.
Queries can be built for data from one or more lists from DealCloud, with options to make certain lists secondary and draw in related data for referenced entries to the master record in your view. Learn about these settings, as well as filter options and other advanced settings available in the view builder.
Course Curriculum
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1
Applicable to all users with access to Views
32:12-
Views Interface Introduction
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View Builder Basics (Create View, Save View)
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Leverage the View Behind a Dashboard Widget to Save a New Custom View ("See View" Feature)
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Using Related Fields to Add Fields from Secondary Lists
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Using Related Fields to Add Fields from Secondary Lists with Multiple References
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Views with more than one Primary List (Stacking Columns)
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Date Filters in Views
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Modifying a View & Saving Changes
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Sharing a My View
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Copy Link and Share a Public View
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Create Folders for My Views
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Moving Views to a Different My Views Folder
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Delete a My View or My Views Folder
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View Builder Quick Reference Card for Advanced Settings & Filters
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Grouping Columns, Sorting Columns and Aligning Cells in Views
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View Builder Recap Quiz
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3
Applicable only to Users with Public View Management/Write Access to a Public View
03:00