Use this form to specify information for the filtered views that you want to make available as Cues for the Cues Web parts on Role Centers.

Open the form from another form

  1. Open the form where you want to create the filtered view.

  2. Press CTRL+F3 to create a query.

  3. Enter the filter criteria. For information about filter options, see Finding, filtering, and sorting records.

  4. Click > Save as Cue.

Open the form from a list page

  1. Open the list page where you want to create the filtered view.

  2. Enter the filter criteria. For information about filtering list pages, see Filter a list page.

  3. From the list page title drop-down menu, click Save As Cue.

Tasks that use this form

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Enter a caption to be displayed for the Cue in the Web part. You can enter up to 50 characters.

Enter the minimum number of items that can be displayed for a Cue. If this minimum is not reached, the Cue will be displayed as having no items.

Enter the maximum number of items that can be displayed for a Cue. If this maximum is exceeded, the Cue will display only the maximum number of items.

Specify the threshold for the Cue. If the criteria that you specify are not met, a warning icon will be displayed for the Cue.

For Cues that display currency information, select the type of total amounts to display for the combined records in the Cue, and select the table to use when calculating the totals:

  • – Displays no total.

  • – Displays the total sum of all record values.

  • – Displays the average value of the records.

  • – Displays the lowest value of the records.

  • – Displays the highest value of the records.

Select which users will have access to this filtered view:

  • – Only you can add this as a Cue on your Role Center.

  • – All users can add this as a Cue on their Role Centers.

  • – Only users in the specified profiles can add this as a Cue on their Role Centers. Select which profiles will have access.

Note Note

You can select or only if you have access to create Cues for other users.

See Also