Prerequisites
Access to FieldCamp workspace
Understanding of My Views feature
Overview
Custom views allow you to:
Filter data by specific criteria
Save frequently used configurations
Switch between different data perspectives quickly
Share standardized views with team members
Creating a Custom View
Step 1: Access My Views
Click the grid icon in the sidebar
Select the module you want to create a view for (e.g., Jobs, Clients, Calendar)
Step 2: Define View Criteria
Available Filters (Click on Organize):
Date Range: Today, This Week, This Month, Custom Range
Status: Active, Pending, Completed, Overdue
Assigned To: Specific team members or unassigned
Priority: High, Medium, Low
Location: Service areas or regions
Custom Fields: Any custom properties you've created
Step 3: Configure View Settings
Set Default Sort Order
Priority (High to Low)
Date (Newest/Oldest First)
Alphabetical (A-Z/Z-A)
Status
Choose Columns to Display
Select which data fields appear
Drag to reorder columns
Set column widths
Step 4: Save and Pin View
Click Save View
Name Your View
Use descriptive names (e.g., "Today's Urgent Jobs", "Overdue Invoices")
Toggle Pin to Sidebar if you want quick access
Set as Default View (optional)
Best Practices
Naming Conventions
Use role prefixes: "Dispatch - Morning Routes"
Include time context: "Weekly Review - Jobs"
Be specific: "Overdue HVAC Maintenance" not "HVAC View"
View Optimization
Limit views to 5-7 per user to avoid clutter
Review and update views monthly
Archive seasonal views when not in use
Team Standardization
Create standard views for each role
Document view purposes in team wiki
Train new employees on standard views
Troubleshooting
View not loading correctly
Clear browser cache
Check filter conflicts (e.g., future date + completed status)
Verify permissions for filtered data
Cannot save view
Check character limit for view name
Ensure at least one filter is applied
Verify you have permission to create views
View showing incorrect data
Review filter criteria
Check date range settings
Ensure custom field values are correctly entered