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Creating a View to Show all Records
Creating views is a great way to break up your records. However, it is always nice to have a view in each module that contains all of the records from that module. This way you always have a view that you can go to and search for any records that you have in that module.
Here is how to create a view that shows all of the records that you possibly have access to in a module:
1. Open the module where you would like to create this view in.
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2. Click "Add" to add a new view.
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3. Give the view a name.
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4. For the scope select the option "Unassigned" then hold Ctrl and also select the option "Everything I Can See".
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5. Add whatever fields you would like, make sure you only add fields from the main module (the module you are creating the view in).
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6. You can add Inactive records to the view, this will pull in records that you have deleted, if you would like.
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7. Click "Save".
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8. Now any record from that module, that you have access to see, you can now find in that view.
See also
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