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Creating a Personal Library or List View

Creating a personal view can prove useful if you're responsible for managing documents, announcements, etc., or even if you are a frequent user of the community. For example, it can make it easier for you to find documents that you use often, or save you time by setting up pre-filtered or sorted views. To create a personal view, you must be logged in and have Leader or Moderator access rights to the community.

Topics:

Library View

Step 1: After signing in to your CoP, click on the Documents link in the left navigation and then the DAU Sponsored Documents banner.

Library View step 1

Step 2: Once in the DAU Sponsored Documents library, click on the Library tab in the task ribbon and choose Create View.

Library View step 2

Step 3: Choose to create your personal view either by using the Standard View template or by choosing to Start from an existing view and then modifying it (if you want your personal view to resemble an existing view with only a few modifications, then this method is faster and easier to create).

Library View step 3

Step 4: After clicking on either the Standard View link or an existing view link, give your personal view a name and click the radio button to Create a Personal View.

Library View step 4

Step 5: Choose which columns you wish to appear in your personal view by checking/unchecking the Display box next to the Column Name, then select the order in which you want the columns to appear by using the Position from Left numbering system.

Library View step 5

Step 6: You may choose to Sort and/or Filter your items based on varying criteria (you may apply multiple sorts and filters).

Library View step 6

Step 7: It is recommended that you do not change the settings for the remainder of the items. Now that you have finished, click OK to save your personal view.

Library View step 7

Step 8: When the page refreshes, you'll be at the DAU Sponsored Documents library again with your new personal view displaying. Remember, only you will be able to see this view.

Library View step 8

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List View

Step 1: After signing in to your CoP, click on the Announcements link in the left navigation (this process should work the same for any lists in your CoP).

List View step 1

Step 2: Once on the Announcements page, click on the List tab in the task ribbon and choose Create View.

List View step 2

Step 3: Choose to create your personal view either by using the Standard View template or by choosing to Start from an existing view and then modifying it (if you want your personal view to resemble an existing view with only a few modifications, then this method is faster and easier to create).

List View step 3

Step 4: After clicking on either the Standard View link or an existing view link, give your personal view a name and click the radio button to Create a Personal View.

List View step 4

Step 5: Choose which columns you wish to appear in your personal view by checking/unchecking the Display box next to the Column Name, then select the order in which you want the columns to appear by using the Position from Left numbering system.

List View step 5

Step 6: You may choose to Sort and/or Filter your items based on varying criteria (you may apply multiple sorts and filters).

List View step 6

Step 7: It is recommended that you do not change the settings for the remainder of the items. Now that you have finished, click OK to save your personal view.

List View step 7

Step 8: When the page refreshes, you'll be at the Announcements list again with your new personal view displaying. Remember, only you will be able to see this view.

List View step 8

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