Creating a Personal Library or List View
Creating a personal view can prove useful if you're responsible for managing documents, announcements, etc., or even if you are a frequent user of the community. For example, it can make it easier for you to find documents that you use often, or save you time by setting up pre-filtered or sorted views. To
create a personal view, you must be logged in and have Leader or Moderator
access rights to the community.
Topics:
Library View
Step 1: After signing in to your CoP, click on the
Documents link in the left navigation and then the
DAU Sponsored Documents banner.
Step 2: Once in the DAU Sponsored Documents library, click on the
Library tab in the task ribbon and choose
Create View.
Step 3: Choose to create your personal view either by using the
Standard View template or by choosing to
Start from an existing view and then modifying it (if you want your personal view to resemble an existing view with only a few modifications, then this method is faster and easier to create).
Step 4: After clicking on either the Standard View link or an existing view link, give your personal view a name and click the radio button to
Create a Personal View.
Step 5: Choose which columns you wish to appear in your personal view by checking/unchecking the
Display box next to the
Column Name, then select the order in which you want the columns to appear by using the
Position from Left numbering system.
Step 6: You may choose to
Sort and/or
Filter your items based on varying criteria (you may apply multiple sorts and filters).
Step 7: It is recommended that you do not change the settings for the remainder of the items. Now that you have finished, click
OK to save your personal view.
Step 8: When the page refreshes, you'll be at the DAU Sponsored Documents library again with your new personal view displaying. Remember, only you will be able to see this view.
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List View
Step 1: After signing in to your CoP, click on the
Announcements link in the left navigation (this process should work the same for any lists in your CoP).
Step 2: Once on the Announcements page, click on the
List tab in the task ribbon and choose
Create View.
Step 3: Choose to create your personal view either by using the
Standard View template or by choosing to
Start from an existing view and then modifying it (if you want your personal view to resemble an existing view with only a few modifications, then this method is faster and easier to create).
Step 4: After clicking on either the Standard View link or an existing view link, give your personal view a name and click the radio button to
Create a Personal View.
Step 5: Choose which columns you wish to appear in your personal view by checking/unchecking the
Display box next to the
Column Name, then select the order in which you want the columns to appear by using the
Position from Left numbering system.
Step 6: You may choose to
Sort and/or
Filter your items based on varying criteria (you may apply multiple sorts and filters).
Step 7: It is recommended that you do not change the settings for the remainder of the items. Now that you have finished, click
OK to save your personal view.
Step 8: When the page refreshes, you'll be at the Announcements list again with your new personal view displaying. Remember, only you will be able to see this view.
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