Requisitions List: Customize and Save Views

JUMP TO: Requisitions List Tools

KEY TOPICS:

  • Create a Customized View
    • Add (and Delete) Optional Fields to View
    • Clear Search
  • Opening an Existing View
  • Remove an Existing View


Create Custom Views and Save them for Future Use

The Requisitions > Customize View tab allows the user to create, save, and apply display options for the Requisitions tab. In addition to refining the Requisitions list by using filter and search options, optional fields can be added or removed to adapt the display for specific needs.

First, select Customize View from the tab header. Below the Save Options menu, two tables display the following types of Requisition fields, respectively:

  • Default Fields Included in View (static Requisition fields)
  • Optional Fields Included in View (components of a custom View, as described below).

Create a Customized View

Begin at the top of the page, on the Save Options menu: Select the radio button for: New; and enter the: View Name.

(Recommended) Check the box adjacent to the message: Save this view for later use. Once saved, the View will appear in the Existing drop-down for future selection.

Quick Tip: The Home page lists any Saved Views at the top of the Dashboard.

Add (and Delete) Optional Fields to View

Navigate to the menu, entitled: Add Fields to View. Choose one or more options from the menu. Any selections made will then appear as bars under: Optional Fields Included in View. Optional fields can be reordered for the Requisitions tab by clicking and dragging one or more bars to create the desired order. To further narrow the included optional field to a specific value, enter a value in the Search Values column.

Remove an optional field from the Add Additional Fields to View menu by clicking the [Delete] icon to the right of the entry.

When finished, select [Apply Search] to view the Requisitions tab, based on the entered Customize View settings.

Cross-reference: If you are an Administrator, the Add Fields to View menu is based on System Tools > Client Settings / Requisitions / Fields, as determined during the BALANCEtrak Implementation.

Example: To view the Requisitions list with a Status column

  • Click the Status link under: Add Fields to View. Then select [Apply Search].
  • Status will then be displayed for all Requisition records.
  • To refine the Requisitions results further, return to the Customize View / Default Fields Included in View. Choose and apply, for example, the Keyword Search: Interview Scheduled.
  • The Requisitions list will be filtered to show those with the Status of: Interview Scheduled.

Clear Search

Choose the [Clear Search] button from the center of the Customized View tab or at the top of the Requisitions tab.

Open an Existing View

On reentry to the Customize View tab, select: Existing. Then select a View name from the drop-down menu.

Note: If there are no Existing Views, the option is grayed out.

Click [Apply Search].

Remove an Existing View

A View Name must be selected from the Existing (View) drop-down. Click on the adjacent [Remove this View] button. A confirmation message will appear; click [OK].