References > Resource Help > Views > Edit views

Edit views

You need Administrator Rights, and Allow Account to Manage Views rights. See Define what users can access and do.

Add resources to the view

  1. On the Customize page, click + next to the column that you want to add the resources, also known as widgets.

    To open the Customize view page, click Settings > All Settings > Manage Views. Select the view, and click Edit.

  2. Select resources in the middle pane, and click Add Selected Resources.

    You can limit offered resources by criteria in the Group by list, or search for a resource, or widget, in the Search box.

  3. Use the arrow icons next to the columns to move resources between columns.
  4. Click Done.

The view is now be populated with the widgets you selected.

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Divide content into subviews

  1. On the view, click the Customize Page icon.
  2. Click Add tab.

  3. Enter the tab name, and click Update.
  4. Select an icon, add resources, and click Done.

    To drag and drop widgets, click Preview, and then add the widgets.

You can access the subview with the resources from the view menu.

Add subviews using Enable Navigation

  1. On the Customize view, select Enable Left Navigation.

    To open the Customize view page, click Settings > All Settings > Manage Views. Select the view, and click Edit.You can also click Customize Page > Page Settings on the view.

  2. Click Add Tab.
  3. Type a name for the new tab, and click Update.
  4. Select an icon, and add resources.
  5. Click Done.

You can access the subview with the resources from the view menu.

When you are done with your changes, click Preview, and then click Submit.