Instructions to add a new personal view on any page in the Platform.

1. Go to the page you want to add the view to.
2. From the view drop-down menu, click New/Copy View.
   
3. Enter a title for your view. This is the name that displays in the view drop-down list.
4. Double click or drag and drop the fields you want in your view to the Advanced Search window.
   • Fields with the icon are in the table associated with the page you're on.
   • Fields with the icon represent relationships to other tables. Click to expand these folders to add fields from other tables, up to six levels.
   • View columns display in the order in which they appear in the Advanced Search window. To reorder columns, drag and drop them into the appropriate location.
   
5. Views must have criteria that limits the resulting list, otherwise known as a filter. To create filters, set comparisons and search values on the fields you selected. See SQL Comparisons for more details.
   
6. Click Save Query.