Creating a view for a group

1. Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <Entity> | Views.
2. Click New.
   
3. Enter a view name that starts with "v" and contains a single word with no spacing. For example, vSimpleCaseView.
   
4. To make the view available when creating a new group, select Groups View.
5. Enter a short description and a translation for the view. The translation is displayed on screen when the user selects the view.
6. Enter SQL for the view in View Script and include the relevant unique identifier fields. For more information, see Unique identifier fields. The following example creates a new case view available for use when creating company and person groups.
   
   Copy

   CREATE VIEW vSimpleCaseView AS SELECT case_caseid, comp_companyid, comp_name, comp_status, comp_type, case_description, pers_personid, pers_firstname, pers_lastname, case_secterr, comp_secterr, pers_secterr, comp_primaryuserid, comp_channelid, pers_primaryuserid, pers_channelid, case_assigneduserid, case_channelid FROM company INNER JOIN cases ON comp_companyid = case_primarycompanyid INNER JOIN person ON case_primarypersonid = pers_personid

7. Click Save. The view is available to use in a group. For more information see Creating a group in the User Help.