by Nathan Eliason, May 23, 2019

How to Configure Views Inside your Fusion Lifecycle Workspace

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Most of the time, workspaces in Fusion Lifecycle have hundreds, if not thousands (or even tens of thousands) of records to sort through. Quickly narrowing down the information you need to work with can save a lot of your valuable time, and impress your boss by getting your work done faster.

Before we begin, you might want to take a look at this quick tip video I made on the topic:

Getting Started 

Through the workspace view in the modern interface, you can create saved views that define what information you want to see. This includes defining the following for each view:

  • Which fields or properties are displayed
  • The order of the columns of data
  • Filters for any of the properties

Let’s take a look at how each can be done. To start, we will click the “Create new view” option in the view selection dropdown, and name it “Recent Production”. Note that by creating a new view using this method, a new view will be created that only contains the “Item Descriptor” property. If you don’t want to start from scratch, you can start from an existing view by clicking the three dots at the right of any view name, and selecting “Duplicate” (see end of video for further details).

Selecting Properties to Display

Any data in a workspace can be applied as a column in the workspace view. This includes information from the Item Details, Bill of Materials, or Attachments tabs, in addition to Lifecycle information. To add a field as a column in the current view, click the menu button on the far right, expand the category that contains the information you are looking for, and check the desired boxes. An example of adding the “Description” and “Unit of Measure” fields is shown below.

In addition, we’ll also add the “Lifecycle”, “Release Letter”, and “Version Timestamp” fields to our view, all found under the “Lifecycle” section. We’ll click the “Save” button to finish adding the new columns.

 

Ordering Columns of Data

Once we have the desired columns of data in our view, we can change the order of the columns. This is a fairly straight forward process, but needs to be done correctly to work right. Click in the empty space of the column header (NOT on the text that displays the name of the column), then click again, this time holding the mouse down and dragging the column to the desired location.

For our example, we’ll move the “Lifecycle” column over, so that it is now displayed after the “Unit of Measure” column.

Applying Filters

Filters allow us to hide data we don’t care about, and to see only what is important. Filters are easy to add, and can be applied to any column.

Let’s start by first looking at recent data. In the video, you’ll notice that there are records in our workspace that go all the way back to 2013. We only want records that were created after 1/1/2016. To apply the filter, we’ll click on the funnel icon of the “Version Timestamp”. We’ll then select the “Later Than” option, and select the date of “1/1/2016”. After clicking save, any records created before that date are hidden.

Next we’ll add a more complex filter. We only want to see records in the “Pre-Release” or “Production” lifecycles states. To accomplish this, we’ll click on the funnel icon of the “Lifecycle” column, and select the “Contains” option. We’ll enter “Pre-Release” as our condition, and “Or” as our Boolean type. Then we’ll click to “Add another filter”, enter “Production” as our condition, and click “Save”.

 

We now hide any records that are not production or pre-release, as well as those created before 1/1/2016. That comes out to 64 total records, reduced down from the original 362.

By creating saved views, we can quickly filter out unimportant information, and find what’s important to efficiently get our jobs done.

If you need help with this or anything else in Fusion Lifecycle, go ahead and message or call us at https://ketiv.com/contact-us 

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