TekStack is built to give you lots of useful information when and where you need it. All lists displayed in the software are configured with views--a handy way to see and sort lists in the different TekStack areas. System views are built for your convenience, but you can change the way you see your lists easily and quickly.

Advanced find tools offer you more flexibility and access with all the data in the system. Recently, Microsoft updated the Search experience to make it more personal and “modern”. You can identify the modern experience by the Search box at the top of the header bar. 

This article explains both searching and views in the modern experience:

• Choose the table you want to search
• See column differences in Views
• Use the column editor
• Filter and sort
• Use the filter editor
• Change the default view
• Manage views
• Create a view
• Share views

Choose the table you want to search

In the Search bar at the top of the screen, click Search for rows in a table using advanced filters.

This opens a list of all the tables in the system and means you can search any table from where you start.

It will also open the Edit filters: <name of list>.

See column differences in views

A view shows your information with different columns headings and sort orders. For example, the Accounts list in the All Accounts view has these headings.

The Accounts list in the My Active Accounts view has these headings.

Use the column editor

Edit these columns using the Edit columns button.

You can add columns by pressing + Add column, or click More commands (…) to Remove, Move up, or Move down.

Click Apply to save your changes.

Filter and sort

Any list can be filtered and sorted for better viewing. Sort quickly from the filter icon in the column heading.

1. Click the filter icon in the column heading.

The filter list appears.

2. Select the text items you want in your revised list and click OK.

Limits to your column filter

Note: When you use the filter in the column heading, your results will vary based on the content of the list. Your view will determine the content of the list.

For example, let’s say you are filtering for industry in your My Accounts view. All of your 100 accounts are in the industry of Healthcare. When you use the industry column to filter, your only option will be Healthcare. Now switch to the All Accounts view, where your accounts are in a variety of industries. Filter the industry column in this view to see a list of all industries that are represented by the accounts in the list.

Also, if you want to see all the industries that are available in your organization, you can select the Industries table. See the section Choose the table you want to search to learn how to find that table.

Use the filter editor

1. To edit your list in more detail, select the Edit filters button.

2. Change a condition by selecting:

• Column

• Operator

• Value

3. Delete a condition by, selecting More commands (…) next to the row, and then selecting Delete.

4. Add a condition by selecting + Add.

The options available to you are explained in detail in the Microsoft documentation to Create and manage personal views on a grid page. See Add Conditions.

Change the default view

Here’s an example of a common list you’ll see in TekStack. The Accounts list defaults to the My Active Accounts view showing you the accounts you set up, or that have been assigned to you as the owner.

You can see which list is the default view and you can easily change this view.

1. Change to the view you want as default. Here we choose Active Accounts.

2. Select Set as default view. Active Accounts is now the default view for you.

Manage views

1. Click Manage and share views at the bottom of the view list.

The Manage and share views pane opens showing a list of views.

You can choose which lists you want to see.

2. Click View Commands (…) next to the view to Hide (or, if hidden, Show) it, and then select Apply.

Now your list of views will include only those you need.

Create a view

If you make a change to a view, adding or sorting a column, for example, you will see an asterisk appear on the Views heading.

1. Click the arrow next to the view name with asterisk. The list of views will now include your revised view.

2. Click Save as new view.

A message will appear where you can rename the view, if you want, and add a description.

3. Click Save to add the new view to your list.

Your new saved view will appear in the list with a user icon next to it indicating that it is your personal view.

Remember that you can set your personal view as the default view also.

Share views

You can share your personal views. You cannot share system views.

1. In the Manage and share views pane, next to the view you want to share, click View Commands (…).

2. Click Share.

3. From the Share records pane, select a user or team with whom to share your view.

You can also grant them specific permissions.

4. Select the permissions you would like to assign and click Share.

You’ll receive a message saying your changes have been saved.