You can create a custom view adapted to your needs in three different ways:
- From the "Smart info" page, by clicking on the "Prepare this data" button.
- From the "My workspace" page, by clicking on "Create custom view" button of the chosen smart.
- Also from the "My workspace" page, by clicking on the "Open" option under the three-dots menu next to a master view.
ForwardKeys Connect allows you also to:
- Edit a previously created view (if you are its author)
- Save a copy of an existing view
To modify the column selection, filtering criteria, etc. of an existing custom view, you need to access its configuration page in one of the below ways:
- From "My workspace" main page, by clicking on the "Open" option under the three-dots menu next to an existing custom view
- By opening View details page of the chosen view, then clicking on the "Open" button
Learn how to customise your data from this article: Smart configuration - customising your data