Join Gini von Courter for an in-depth discussion in this video Edit the default view, part of Business Apps for SharePoint Monthly.
- [Instructor] We're going to create several custom views that will round out this application and we'll begin by customizing the all items view. We'd like to have a view like all items that does not include the columns for reply and notify. But we'd also like to have a view that does include those columns. We just don't want it to be the default view. Let's keep the current all items view then and create a new view. Let's go to our list settings, drop down to the bottom, create a view, base that view on all items.
And this view we're going to call enter items and we're going to make this the default view. In this view then, we are not going to include reply or notify because we don't have that information. And we can sort this in any order. An ID is automatically being provided for each and every item and that will keep them in the order in which they were entered. Currently we're going to show all items in this view, but I'll show you how to make an adjustment so that the existing items don't show up.
Let's click OK and the new default view you'll notice does not include those two columns, but it does include all of the calls that have already been entered. If I wanted to have a blank screen here in my default view so that someone could simply come in and start entering calls, then I need to not have the existing calls already pop up in this enter items view. It should actually be an empty view. I have a couple of different options here.
One choice would be to strongly encourage my callers to click the new button and open up the form and then I could modify that form and I have a couple of different ways to do that in SharePoint Online right now. I could do that with PowerApps. I can still do that with InfoPath. I can do that form modification of the new item form or the entry form in InfoPath or SharePoint Design or in SharePoint On-Premises. But I really think most of my users are going to go right here to enter information so modifying the form will take time and won't solve my problem.
What I'd like to do is have this view come up empty and I want to give you a hint about how we're going to do that. I can simply go in to this form and apply a filter. And if I filter this on something that can't exist, then I'm going to get an empty screen each time this view loads. Let's drop back down into our list settings. Let's pop up this particular view. Enter items, notice it's the default view. And I can change the view name by getting rid of that space, not a bad thing to do on my way by, and I'm going to filter this.
I'm only going to show items where the following is true. I'm going to show items where the ID is equal to a number that doesn't exist. It can be any number, but the first ID is one. I can use zero. I can use a negative number. I can use a ridiculously large number. But if you use zero, it'll be more understandable to other people who might want to modify this view or application later and I'm going to click OK. Remember that this is the default view enter items and you'll notice now that it comes up blank.
If I change my view and I choose all items, I get all of my information back, that's nice, but each time that someone goes into the call tracker by default, they're going to end up on this empty screen. Let's go back into our list settings. I'm going to drop down here to enter items, our default view, and it needs a space in my view name. I actually changed the wrong thing. My view name needs a space.
My URL doesn't. It's the only change I think I wish to make here. Let's click OK and see if this looks better then. Enter items and my URL does not have a space, perfect.