Skip to main content

 

 

Coupa Success Portal

Create New View

Introduction

Risk Assess allows customers to create a view on the Supplier, Relationship, and Engagement grids. Risk Assess administrators may also create a view and set it as the default view for all users in a tenant.

These enhancements are similar in design to the core Coupa platform to give customers a smoother user experience between Coupa applications.

How it works

Create new view

Risk Assess administrators may create a new view in the Supplier, Relationship, and Engagement grids. First, select one of these tabs and locate the View option at the top-center of the grid. Select Create View in the dropdown menu.

create-view.png

On the Create New View page, you can configure the following categories:

  • General
  • Conditions
  • Columns
  • Default Sort Order

General

make-default-view.png

In the General section, you must give your new view a Name. Each view name must have a unique name in order to successfully save.

Next, the Start with view option allows you to select an existing view as a template. When creating your first new view, you will not have a view to select.

Finally, you may select Make Default View for Tenant to set the view for this grid to be the default view for all users in that tenant.

Conditions

cra-conditions.png

In the Conditions section, you may set your grid to Filter By a column, add a Filter Clause, and add a Filter Text

Columns

cra-columns-new-view.png

The Columns section allows you to drag and drop columns between Available columns and Selected columns. Columns you select will be listed in order from top to bottom.

Default Sort Order

cra-default-sort.png

The Default Sort Order section allows you to set the grid to sort a column by the order of your choosing.

  • Was this article helpful?