With our Views feature, GovWell offers you a flexible and customizable way to display the information you want to see on your personal GovWell portal. These customizable views enable you to create multiple dashboards with different columns and filters, allowing you to efficiently track and manage your tasks.
In this article, we will walk you through the features at your disposal to create your own table views.
👀 Creating a View
From any of your module sections (Permits, Plan Reviews, Inspections, etc.), you should see a couple of options on the right side: 'Add View' and 'Edit Saved View'.
As the names suggest, the 'Add View' button allows you to create a new view, while the 'Edit Saved View' button lets you rename, rearrange the order, or delete existing views.
First, enter the name of your new view:
With your new view selected, you can start personalizing the filters and columns to display the information you want. Let’s take a look at the available options!
1. Add Filters
You can use this feature to narrow down the results on the page to match the criteria you define. Each module has its own set of specific filters, so it's important to learn how they work and apply them in ways that benefit your workflow!
After configuring your filters, be sure to apply the changes by pressing the 'Save Changes to View' button!
2. Manage Columns
This is where you can customize the columns displayed in your view, including adding, removing, and rearranging their order.
You can rearrange columns by dragging them using the handles on the left side, and you can hide or reveal them by pressing the eye icon next to each one.
❗ Adding custom Columns (Staff Only)
A very useful feature is the ability to add custom columns. To add a custom column, click 'Create Column' in the Manage Column menu.
A small window will pop up, prompting you to enter a name for the new column and select which fields you want it to display. Note that the available fields for new columns will vary depending on the module.
💡 Practical Example
As an example, let's create a view that filters results by 'Residential - New Construction' record types and displays their respective Square Footage. We will use the view we created earlier, 'Test View!', to do this!
After selecting the new view, go to 'Manage Columns' and add a Square Footage column using the 'Create Column' button.
In the 'Create Custom Column' pop-up window, we'll name our new column and select the form field from which we want to pull data. In this case, we’ll choose the 'Residential - New Construction ➡️ Square Footage' form field.
The options in the 'Fields to Display' dropdown will vary between organizations and modules. Be sure to explore each one in your environment to find what you need!
The Square Footage column is now visible in the view!
Lastly, we want to ensure that only 'Residential - New Addition' applications are displayed. To do this, we simply need to filter the results by Record Type using the 'Add Filters' button:
Some columns will also work as filtering options too!
And lastly, apply the filter options by pressing this button on the right side of your screen!
And that's it - you just created your first personalized view!