How do I create my views in Answers App?

Updated on May 11, 2016 12:35AM by Admin

Steps to Create My Views

  1. Log in and access Answers App from your universal navigation menu bar.
  2. Click on "Search" icon located at the app header bar.
    Answer Settings
  3. You can view the search results as shown in the image below:
    Search Results
  4. Click on "Please Choose" button in “Display” field.
  5. Select fields you would like to view in a table format.
  6. Click on "Save as View" button and specify:
    • View Name – Name of the Answer.
    • Share With Other Users – Click “ON” to share views with others. If needed.
  7. Click on "Save" button to complete.

For instance:

  1. We have created a view in the name of "Custom View of Answers".
  2. Click on "My Views" from the left navigation panel on leads dashboard.
  3. You can view the created view as shown in the image below: