Custom views in Pulpo are a powerful tool that allows you to filter, organize, and display table data in a way that best suits your needs. In this article, we explain how to set up, manage, and maximize the benefits of custom views.
How to Add a Custom View
✔ Access the Table:
🔹 Go to the table where you want to create a custom view (e.g., vehicles, drivers, or suppliers).
✔ Create a New View:
🔹 Click the "+" button at the top of the table.
🔹 Give your custom view a descriptive name for easy identification.
Customization and Filtering
✔ Apply Filters:
🔹 Use the filtering options to define your view criteria. You can filter by:
Specific fields
Dates
Numeric values
Other relevant parameters
✔ Customize Columns:
🔹 Choose which columns to display and organize them in your preferred order.
✔ Sort Data:
🔹 Set sorting rules based on your priorities such as dates, names, or values.
✔ Auto-Save:
🔹 Any changes made to the custom view are saved automatically for future access.
Renaming or Deleting Views
✔ Rename a View:
🔹 Click the three-dot menu next to the view name and select "Edit Name".
🔹 Enter the new name and save.
✔ Delete a View:
🔹 If the view is no longer needed, select "Delete" from the same menu and confirm.
Benefits of Custom Views
✔ 📌 Quick Access to Key Information:
🔹 Instantly focus on the most relevant data without manual searching.
✔ Greater Efficiency:
🔹 Save time by setting filters and customizations once and reusing them.
✔ 📊 More Accurate Analysis:
🔹 Create targeted views to analyze different areas of your business and gain insights.
✔ ♻️ Flexibility:
🔹 Easily adjust and modify views as your operations or strategies evolve.
Helpful Tips
✅ Use Clear Names: Give each view a descriptive name for easy recognition.
✅ Keep Views Updated: Regularly review and update views to keep them useful.
✅ Experiment: Try different filter and column combinations to discover new analysis possibilities.
Conclusion
Custom views are a versatile feature that helps you efficiently manage and analyze data in Pulpo. They let you tailor tables to your needs, increase productivity, and make data-driven decisions.
Need help configuring custom views? Contact our support team — we're here to help! 🚀