How to Create and Share a Custom List View in ARIAS€¦ · Page 1 of 16 PUBLIC HEALTH DIVISION How to Create and Share a Custom List View in ARIAS Quick Links • Create a Custom

Questions? Contact your Organization Administrator or [email protected] V2 8.14.2020

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PUBLIC HEALTH DIVISION

How to Create and Share a Custom List View in ARIAS

Quick Links

• Create a Custom List View

• Share a Custom List View

• Delete a Custom List View

• Edit a Current List View

CREATE A CUSTOM LIST VIEW

1. From your Contacts or Assessments home screen, click on “Create view”

NOTE: A custom list view can be created for both the Contacts and Assessments

2. This should take you to the “Advanced Find” screen. Click on “Select”

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3. Select the field(s) you want for your custom list view

4. Select the variable(s) you want for that field



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5. Click on “Edit Columns”

6. This should take you to the “Edit Columns” screen. Click on “Add Columns”



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7. This should take you to the “Add Columns” screen. Select all the column(s) you want in your

custom list view, click on “OK”

8. This should take you back to the “Edit Columns” screen. Click on “OK” again



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9. This should take you back to the “Advanced Find” screen. Click on “Results”

10. If the results you are seeing are the correct results you were wanting or expecting, click on

“Advanced Find”



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11. Click on “Save”

12. Enter in a Name and optional Description for your custom list view. Click on “Save”

13. Go back to your Contacts or Assessments home screen. Click on the List View selection

button, your custom list view should now appear under “My Views”

NOTE: If your custom list view is not there, refresh your page



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SHARE A CUSTOM LIST VIEW

14. If you want to share your custom list view, from your Contacts or Assessments home

screen, click on “Create view”

15. This should take you to the “Advanced Find” screen. Click on “Saved Views”

16. This should take you to the “Saved Views” screen. Click ON the custom list view name you

want to share



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17. This should take you to back to the “Advanced Find” screen. It should now display your

custom list view field(s) and variable(s). Click on “Save As”

NOTE: Do not skip this step, if it is skipped, your custom list view will be removed from your list

of saved views

18. Save a copy of your custom list view by clicking on “Save”

NOTE: Save the same amount of copies as the number of users you are going to share your

custom list view with

NOTE: Both the “Name” and “Description” can be the same as the original, you do not have to

rename your custom list view



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19. This should take you back to the “Advanced Find” screen. Click on “Saved Views” again

20. This should take you back to the “Saved Views” screen. First, right click on an empty area

next to your custom list view name, this should bring up a small menu. Click on “Refresh List”

21. All your copies of your custom list view should now appear. Click to the left of the name of

the custom list view you want to share, this should bring up a checked checkbox



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22. Click on “Assign Saved Views”

23. This should take you to the “Assign Saved View” screen. Click on the “Assign to” field that

says “Me”



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24. In the “Assign to” field, the text “Me” should have changed to “User or team”. In the “User

or team” field, enter in the user or team you want to share your custom list view with. Click on

“Assign”

NOTE: If a custom list view is shared with a team, and if anyone on the team deletes the custom

list view, that custom list view will be deleted for EVERYONE that is on the same team

NOTE: If a custom list view is deleted by the Owner of the list view, that custom list view will be

deleted for EVERYONE that it was shared with

25. This should take you back to your “Saved Views” screen. Notice how the custom list view

you shared is now gone! This is normal, any custom list view you share with be removed from

your list of saved views. This is why you want to save the same amount of copies as users you

are going share your custom list view with

NOTE: If you forgot to save a copy, you can have the user that you shared the custom list view

with share it back to you. It will appear back in your list of saved views



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26. Depending on what type of custom list view you created, have the user you shared the

custom list view with go to either their Contacts or Assessments home screen. Have the user

click on the List View selection button. The shared custom list view should now appear under

their “My Views”

NOTE: If the shared custom list view is not there, have the user refresh their screen

DELETE A CUSTOM LIST VIEW

27. If you want to delete your custom list view, from your Contacts or Assessments home

screen, click on “Create view”

28. This should take you to the “Advanced Find” screen. Click on “Saved Views”



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29. This should take you to the “Saved Views” screen. Click to the left of the name of the

custom list view you want to delete, this should bring up a checked checkbox

30. Click on “Delete Saved View”

31. Click on “Delete”



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EDIT A CURRENT LIST VIEW

32. If you want to edit a current list view, from your Contacts or Assessments home screen,

click on “Create View”

33. This should take you to the “Advanced Find” screen. Click on “[new]”, next to “Use Saved

View:”

34. This should bring up a drop-down menu of all the System Views, select one you want to edit



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35. Modify the fields and variables

36. Click on “Save As”

37. Enter in a Name and optional Description for your newly edited list view. Click on “Save”



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38. Go back to your Contacts or Assessments home screen. Click on the List View selection

button, your newly edited list view should now appear under “My Views”

NOTE: If your edited list view is not there, refresh your page


How to Create and Share a Custom List View in ARIAS€¦ · Page 1 of 16 PUBLIC HEALTH DIVISION How to Create and Share a Custom List View in ARIAS Quick Links • Create a Custom

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