How To Change View In SharePoint

Are you looking to customize your SharePoint experience? Learn how to change the view in SharePoint with our easy, step-by-step guide!

To change the view in SharePoint, you can edit a list view to show only the columns and items you want. You need to have Contribute permission level or higher to edit a view. To show or hide columns, select the column heading, then go to Column settings and choose Show/hide columns. You can also move a column by dragging the column heading to the desired position. To change the sort order or apply a filter, select the column heading and select the desired sort method or apply a filter. To save the view, select the name of the view you edited from the View options menu, select Save view as, and choose to save the changes to the current view or create a new view. There are also options to set a view as the default view or make it public or private. However, be aware that some options may not be available depending on your permission level.

Editing a SharePoint View

To customize your SharePoint view, you can edit a list view and choose to show only the columns and items that are relevant to you. This process allows you to tailor the view to your specific needs and preferences. To begin editing a view, you will need to have Contribute permission level or higher.

Once you have the necessary permissions, you can show or hide columns by selecting the column heading. Simply go to the Column settings and choose “Show/hide columns”. This option allows you to personalize the view by displaying the information that is most important to you.

In addition to showing or hiding columns, you can also move columns within the view. By dragging the column heading to the desired position, you can rearrange the layout to better suit your workflow and display preferences.

To further customize the view, you can change the sort order or apply filters. By selecting the desired column heading, you can choose the sorting method that best organizes your information. Similarly, applying filters allows you to narrow down the displayed data based on specific criteria.

Editing a SharePoint View

Edit Show/Hide Columns Move Columns Sort Order Apply Filters
Permission Level Contribute or higher Contribute or higher Contribute or higher Contribute or higher

Once you have made the desired customizations, it is important to save the edited view. Select the name of the view you edited from the View options menu and choose “Save view as”. You will then have the option to save the changes to the current view or create a new view. This allows you to easily access your personalized view in the future.

Lastly, SharePoint provides additional options for managing your views. You can set a view as the default view, which means it will be the first view users see when accessing the list. You can also choose to make a view public or private, depending on whether you want to share it with others or keep it exclusively for yourself. Keep in mind that these options may vary depending on your permission level.

By taking advantage of the editing capabilities in SharePoint, you can create a customized view that enhances your productivity and efficiency. Whether you need to show or hide columns, move columns, change the sort order, or apply filters, editing a SharePoint view allows you to tailor the information displayed to your specific needs.

Saving and Managing SharePoint Views

Once you have customized your SharePoint view, it’s important to save and manage it to ensure easy access and organization. Saving your edited view is a simple process that allows you to keep your preferred settings intact for future use. To save the view, follow these steps:

Step 1: Select the View Options Menu

First, select the name of the view you edited from the View options menu. This menu is typically located in the top right corner of the screen. Clicking on it will open a drop-down list with various view-related options.

Step 2: Choose “Save view as”

From the drop-down list, select the “Save view as” option. This will prompt a window to appear, giving you the choice to save the changes to the current view or create a new view. Select the option that best suits your needs.

Step 3: Set as Default, Public, or Private

In addition to saving the view, SharePoint provides further options to enhance its accessibility and visibility. Depending on your permission level, you can set the view as the default view, making it the default display for all users. You can also choose to make the view public, allowing other users to access and utilize it. On the other hand, if you prefer to keep the view private, select the private option to restrict access to yourself.

It’s important to note that the options to set as default, public, or private may vary depending on your permission level. Make sure to check your permissions or consult with your SharePoint administrator for more information.

By following these steps, you can effectively save and manage your customized SharePoint views, ensuring efficient access and organization within your SharePoint site.

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