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Customize the Inventory Transfer View

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The list view is where you can see the full list of your Transfers and their status. You can arrange the layout of the grid according to your own needs. 

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The view is where you can find your transfers.

Search

Search allows you to find any field within the Inspection list. The example below shows results populated for fire extinguisher.

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  1. In the Search field, enter the search term.
  2. Search results automatically populate.

Column Search

When you search for inspections, it will display only those inspections for the search criteria. Each column contains the search, and this will let you focus on the inspections you want to work on.

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Filters 

When you click the Filter clipboard_e94e4b21fed3012ab762576f2ec808132.png icon, a menu will appear showing you the items you can select.  

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Saved View - Filter a Column Example 

When viewing the Transfer list, you may want to change the columns and sort order. The Save View lets you set up the listing and then save it for next time.

This is best explained using an example, where you want to create a saved list view for the Central Warehouse and display the Tracking #.

Step 1. Reorder Columns  

Drag and drop the Status column to the front of the list.

Step 2. Filter the Column  

  1. Click on the filter clipboard_e5c79ab0f26436f123fb3694841dcbbc0.png icon within the Status column. The list of statuses display.
  2. Select the warehouse's name.
  3. Click the OK button. The status column is filtered to display all transfers for the warehouse.

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Step 3. Hide columns from the Column Chooser  

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Column Chooser. The column chooser displays.
  3. Drag and drop the Tracking # column from the Column Chooser. The columns are removed from the inspection list column headings.

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Step 4. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.png icon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View  

The next time you want to use the saved view, you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

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 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon.

  1. Click Apply selected button and the saved view displays.