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      How to create custom views?

      This article explains how to create custom views of different data grids in the HR Cloud application.

      HR Cloud provides users with the ability to personalize the views of various data grids within the application. You can easily add or remove columns, create groups, and apply filters, all of which can be saved as a custom View for future access.

      This customization allows you to specify not only which data is displayed but also how it is formatted within the grid. You can execute one or more of the following actions on the data and subsequently save your personalized view.

      1. Add/Remove columns from the grid

      1. Click the Columns icon on the top of the chosen grid. It lists all the possible columns for that data grid.
      2. Choose the columns as required. You can also assign an alias name to a column.
      3. Click Done.

       

      2. Create data filters

      1. Click the Filter icon and click Add a Filter button.
      2. Add filter criteria from the options listed.
      3. Click Done.

       

      3. Create data groups

      1. Click the Group icon on the top of the grid. It shows the various options available to group the data in
        the grid.
      2. Select as required.
      3. Click Done.

       

      When the customization is done, an orange indicator will be shown on the view name.

      To save the view,

      1. Click the view dropdown button.

      2. Click the Save as New button.

      3. Enter its name and properties. You can choose to make it default and limit its visibility.

      4. Click Save.