---
title: Creating Additional Custom Views for Your Grids
description: On an individual user basis, you can set the data you want to be displayed in your grids when returning search results using 'Custom Views'.
---

[Skip to content](https://helpdesk.chameleoni.com/creating-additional-custom-views-for-your-grids#main-content)

English - United Kingdom

Show submenu for translations

[More support](https://helpdesk.chameleoni.com/kb-tickets/new?hsLang=en-gb)

[![chilogo](https://helpdesk.chameleoni.com/hs-fs/hubfs/chilogo.png?width=400&height=105&name=chilogo.png)](https://www.chameleoni.com/)

- [Book your training here](https://www.chameleoni.com/free-training/focused-training-sessions/)
- [Privacy Policy](https://www.chameleoni.com/privacy-notice/)
- [SAAS Conditions](https://www.chameleoni.com/chameleoni-saas-conditions/)
- [Report an issue](https://share-eu1.hsforms.com/1dTLPjz74Qna3uDJ4qmdxBw2dydlh)

Open main navigation

Close main navigation

- [Book your training here](https://www.chameleoni.com/free-training/focused-training-sessions/)
- [Privacy Policy](https://www.chameleoni.com/privacy-notice/)
- [SAAS Conditions](https://www.chameleoni.com/chameleoni-saas-conditions/)
- [Report an issue](https://share-eu1.hsforms.com/1dTLPjz74Qna3uDJ4qmdxBw2dydlh)
- English - United Kingdom
  
  Show submenu for translations
- [More support](https://helpdesk.chameleoni.com/kb-tickets/new)
- [Contact us](mailto:support@chameleoni.com)

[Contact us](mailto:support@chameleoni.com)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Chameleon-i Knowledge Base](https://helpdesk.chameleoni.com/?hsLang=en-gb)
2. [Tips and tricks](https://helpdesk.chameleoni.com/tips-and-tricks?hsLang=en-gb)

# Creating Additional Custom Views for Your Grids

#### On an individual user basis, you can set the data you want to be displayed in your grids when returning search results using 'Custom Views'.

#### You can create multiple views for all record types creating complete flexibility when searching and review record data.

Here is how to create a custom view.

From the top of the smart navigation panel press the '**Custom Views**' link.

This will open the below panel.

![Custom Views](https://knowledgebase.chisites.net/userfiles/images/custom-views-all.jpg)

For each record type, there is a panel displaying the 'Default View' and any additional views you have set up.

To create a new custom view click the '**Add**' button next to the record type you want to associate the view with.

The below pop-up will display, we have selected a candidate for demonstration purposes.

![Custom Views](https://knowledgebase.chisites.net/userfiles/images/custom-views-edit-view.jpg)

The left-hand panel **All Fields** shows you the available fields that can be added.

The right-hand panel **Selected Fields** shows the fields currently selected and assigned to the view, you will note that there are a couple of defaults set that you cannot remove.

Use the control '**Arrow**' buttons to add or remove fields to or from your default view.

You can order the columns within your grid by moving the fields up or down the **Selected Fields** panel. This will order them left to right across your grid.

![Custom Views New](https://knowledgebase.chisites.net/userfiles/images/custom-views-edit-new-view.jpg)

When you have finished editing the view enter a **View Name** and press the blue '**Save**' button.

Click the '**Close**' button to close the pop-up.

When you run a search from the selected grid you will see that you can switch between the default and your new custom view as shown below.

![Custom Views DDL](https://knowledgebase.chisites.net/userfiles/images/custom-views-ddl.jpg) 

When you select a different view the grid will reload.

 

- [Troubleshooting](https://helpdesk.chameleoni.com/troubleshooting?hsLang=en-gb)
- [User Settings](https://helpdesk.chameleoni.com/user-settings?hsLang=en-gb)
- [Emails and Email Settings](https://helpdesk.chameleoni.com/emails-and-email-settings?hsLang=en-gb)
- [Tips and tricks](https://helpdesk.chameleoni.com/tips-and-tricks?hsLang=en-gb)
- [General](https://helpdesk.chameleoni.com/general?hsLang=en-gb)
- [exchange synchronisation](https://helpdesk.chameleoni.com/exchange-synchronisation?hsLang=en-gb#main-content)

    - [exchange](https://helpdesk.chameleoni.com/exchange-synchronisation?hsLang=en-gb#exchange)
- [Website Integrations](https://helpdesk.chameleoni.com/website-integrations?hsLang=en-gb)
- [Search in Chameleon-i](https://helpdesk.chameleoni.com/search-in-chameleon-i?hsLang=en-gb)
- [Plugins and Features](https://helpdesk.chameleoni.com/plugins-and-features?hsLang=en-gb)
- [Admin Tab](https://helpdesk.chameleoni.com/admin-tab?hsLang=en-gb)

[![chilogo-1](https://helpdesk.chameleoni.com/hs-fs/hubfs/chilogo-1.png?width=400&height=105&name=chilogo-1.png "chilogo-1")](https://www.chameleoni.com/)

 AAA

<https://www.facebook.com/chameleonirs> <https://www.twitter.com/> [mailto:support@chameleoni.com](mailto:support@chameleoni.com)

Copyright © 2024, chameleoni.com