Feb 2016 How to manage a view ?

Contents 01 Requirement 02 How to create a personnal view ? 03 What is the form ? 04 How to delete or edit a personal view ?

You only can create new personal view. If you want to modify standards views, you need to contact collaborative support : Requirement

02 HOW TO CREATE A PERSONAL VIEW ? How to manage a view ?

01 How to manage a view ? Go on the User Interactions List. emotion.bluesil.local/Lists/UserI nteractions/AllItems.aspx You will see all the user interaction with BSI. 1

02 How to create a personal view ?

03 WHAT IS THE FORM ? How to manage a view ?

03 What is the form ? Write the name of your personal list You only can select personal view

03 What is the form ? Check on the columns you want to display. You can select the position of the column in the view We advise you to always add the Edit function to allow you to edit the item.

03 What is the form ? Select Created filter in the “Sort” part And then show items in descending order. New items created are in the beginning of the list.

03 What is the form ? Add a filter to see only the interaction in your zone. If you come from Europe : Europe Middle East Africa If you come from Asia : Asia Pacific If you come from North America : North America If you come from South America : Central and South America Add a second filter to see the items that are not attributed System Account

03 What is the form ? Click on the VIDEO

03 What is the form ? Group the items of the list by the type of interaction.

03 What is the form ? At the end of the list, click on OK to validate the creation.

03 What is the form ? 1)Your view has been created. Click on its name to see it 2)You will see only the item that are in your zone. In this case it’s North America 3)You will see the items that are not edited = they are not attribute to someone you need to attribute someone 1 2 3

03 What is the form ? This is a standard view. We can see that 2 items are assigned to an expert because they has been « Modified by » someone. In this case, it’s by Clément Midroit

04 HOW TO DELETE OR EDIT A PERSONAL VIEW ? How to manage a view ?

04 How to delete or edit a personal view ? Click on your personal view that you want to edit or delete

04 How to delete or edit a personal view ? Click on “Modify view”

04 How to delete or edit a personal view ? Now you can edit the fields or delete the view.