Overview
The Custom Views feature allows you to tailor how data is displayed across all modules in Formalize. The column reordering feature lets you customize how information is displayed in Formalize data tables.
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.
How to Rearrange Columns
You can easily change the order of the columns in your Resources views to display data exactly where you want it.
Navigate to your desired Resources list view.
Hover your cursor over a column header until the drag handle (the three-dot icon) appears next to the name.
Click and hold the drag handle.
Drag the column to your desired position and release it.
Click the Save changes to view button to apply the new layout.
Note: These layout changes will now be visible to all users.
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.