OL97: How to Create Custom Views

MORE INFORMATION

Creating custom views is a two step process. First, you define the sorting or filtering parameters; then, you define or set the view. This article uses a filter example; the process is similar for a sort criteria.

Define the Criteria

NOTE: The Filter dialog box is context sensitive and will reflect the current open folder. We will use the Contacts folder and filter on the Category field.

To Define a filter criteria, follow these steps:

1. On the View menu, click Filter.
2. On the More Choices tab, click Categories.
3. Click to select the Category you want to view then click OK and OK.

To Define the View

There are two methods to define the view once the filter has been set.

Method 1

In Current View on the toolbar, select the text and type a name for your custom view. Press ENTER and then OK.

Method 2

1. On the View menu, Click Define Views and click New.
2. In the "Name of new view" type a name for your custom view.
3. Click OK, OK, and Close.

To Set Filters and Create a New View

1. On the View menu, click Define Views and then click New.
2. Type a name for your view and click OK.
3. To define elements of the view, click Fields, Group By, Sort, Filter or Format and make choices to define your view settings. In the upper-right corner of the title bar there is a question mark; if you click the question mark and then click one of the items you will see additional information about the item.
4. Click OK and Close to close all windows.