Change a view (overview) in InSite

You change the layout of an InSite overview. You can add and delete fields, change the order, change field names and apply a built-in filter.

The overview to be changed must exist in the InSite site. If necessary, first add an overview. After this, you change the overview in Profit Windows.

To change an overview:

1. Go to: General / In & OutSite / Page.
2. Open the properties of the page you want to change. Note the value in the Portal type column.

   

3. Go to: Actions (F8) / Modify view.
4. Confirm the message.
5. Click on: Next.

   On the right you see the fields that are already in the overview.

6. Change the view; this is the same as changing a data collection.
7. Move fields upwards or downwards in the selected field list. This changes the sequence of the columns in the view in InSite.
8. Click on: Next.
9. Enter a filter if you only want to display specific lines in the overview. For dossier items, for example, you can use a filter on the dossier item type.
10. Click on: Example.
11. Check the example. The overview in InSite is based on the layout you made in Profit Windows. The fields and the sequence of the fields in the example below will thus correspond with the overview that is available in InSite.

    

12. Click on: Close.
13. Click on: Finish.

    Profit notifies you that the draft needs to be published.

14. Click on: Yes.
15. Click on: OK.

    The site is updated by the Profit Update Service. Because you have published the draft, it is visible for other InSite users.