OL2000: How to Create Custom Views (196213)

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.

Defining the Criteria

NOTE: The Filter dialog box is context sensitive and will reflect the current open folder. The following example uses the Contacts folder and filters on the Category field.

To define a filter criteria, follow these steps:

1. On the View menu, point to Current View and click Customize Current View.
2. In the View Summary dialog box, click Filter.
3. Click the More Choices tab, and then click Categories.
4. Click to select the Category you want to view; then, click OK three times to close the dialog boxes.

Defining the View

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

Method 1

On the Advanced toolbar, select the text in the Current View box, and type a name for your custom view. Press ENTER, and then click OK.

Method 2

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

Setting Filters and Creating a New View

1. On the View menu, point to Current View, click Define Views, and then click New.
2. Type a name for your view.
   
   NOTE: Click to select "This folder, visible to everyone" if you are going to publish the folder by way of Net Folders, or are going to share the folder in any way, and then click OK.
3. To define elements of the view, click Fields, Group By, Sort, Filter, Other Settings, or Automatic Formatting, 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.