Overview
The Custom Views feature allows you to tailor how data is displayed across all modules in Formalize. By filtering, sorting, and organizing records (such as policies, tasks, or suppliers) to your preferences, you can create personalized views that help your team quickly access the exact information they need for decision-making and compliance tracking.
How to create Custom Views
Navigate to the module where you want to create a view (for example, Suppliers).
Click the + icon located at the top of the data table.
3. Enter a clear, descriptive name for your new view.
4. Apply your desired filters.
For example, if you are in the Suppliers module, you can filter by criteria such as: Created Between, Users, Folders, Countries, Level, and Connections.
Besides the custom filters, you can also customize your table to be able to view: Standard fields, Custom fields, connections and Data connections.
5. Click the Save changes to view button to finalize your view.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.