Company Views are a new feature that extends interactive grid functionality by allowing Titan Cloud clients to create and share custom views within their organization. 

View Types

At the top of any interactive grid, the View drop-down menu contains a list of your available saved views. The view you select determines how data is displayed in the grid.

There are now three types of views available: 

• Company Views: Custom views created by someone in your organization and visible to all users in your organization. 
• My Views: Custom views created by you and only visible to you.
• Default Views: Standard views created by Titan Cloud software visible to all clients

As before, all users have the ability to manage their own views ("My Views.") Now, however, users with permission to do so may create, edit, and delete Company Views that are shared with all users.

Access

To create, edit, or delete Company Views, the user's User Role must have the "Can Create Company Views" setting enabled in the Extended tab. 

Create a Company View

To create a new company view, make the desired adjustments to the currently selected view and click the pencil Save View As icon. 

Give the view a Name, and select Company View in the Category dropdown menu. .

When you click Save, the view will be added to the Views dropdown list under Company Views for every user in your organization with access to the grid.

Update a Company View

To edit an existing company view, select the view and make the desired adjustments in the grid. Then, click the Save button. 

Delete a Company View

The Delete icon will remove the currently selected view from the drop-down list.