I can create views
JB

Jean-Philippe Boul

Created Jan 19, 2023

I can create views

In Jules AI, you can create your own views by saving filters, grouping, sorting and column customization (list and order)

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    d

Haroldwaste

11 Steps
1

Go to Jules AI

2

Apply the filters you want

Apply the filters you want
3

Apply the grouping and/or the sorting you want

Apply the grouping and/or the sorting you want
4

Then click on "Save view"

Then click on "Save view"
5

Click on "Create a new view"

Click on "Create a new view"
6

You can give it a name (mandatory field)

You can give it a name (mandatory field)
7

Decide the sharing rules: either make it private, or share it with your team or with your entire organization

Decide the sharing rules: either make it private, or share it with your team or with your entire organization
8

Define if you want to view to become your default view

Define if you want to view to become your default view
9

Then click on "Create"

Then click on "Create"
10

To access your list of views, click on "List of views"

To access your list of views, click on "List of views"
11

Select the view you want. The select view hads a "✔️" icon

Select the view you want. The select view hads a "✔️" icon
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