Create filtered views

Learn how to create views to display your contracts in a better and custom way.

Anne-Thaïs avatar
Written by Anne-Thaïs
Updated over a week ago

Would you like to be able to customize the display of your contracts according to particular criteria? This is now possible with the views.

By default, you will find in the "Filtered Views" tab (in the main menu on the left) a view named "Signed contracts". This view, therefore, collects all signed projects that are stored in Tomorro that you can access.

👁 How to create a new filtered view?

In addition to this "Signed Contracts" view, you have an infinite possibility to create views in a very simple way.

For example, as in the screenshot below, let's create a new view to display only contracts with the counterpart Apple.

To do this:

1️⃣ Click on "+" from the "Filtered Views"(menu on the left),

2️⃣ Name the new view by clicking on 'Untitled view' to change it - for our example, we could name it "Counterpart",

3️⃣ Apply the necessary filters to display only the desired contracts. You can add as many filters as you like

- for our example, let's choose the criterion "Counterpart = Apple".

4️⃣ Choose which columns to display/not display and in which order.

To do so, click on the "Smart Fields" button and check/uncheck the columns and change their order if you wish by dragging the smart fields.

5️⃣ Finally, click on "Save this view".

✏️ Modifying or deleting a view

To edit a view, first, enter the view you need to edit. Add, delete or change filters and/or column display as desired, then "Save Filtered View".

To delete a view, click on the "..." at the top right of the view, then click on "Delete View".

👉 More details here: Delete a view

Access rights are therefore not affected by the views.

💡 By default, a newly-created view will be private, which means accessible only to its owner/creator.

Read this article to learn how to share a view with your whole company or only specific members/groups.

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