Customizing a view
The SupportCalls views can be modified to suit the
team's taste and fields requirements. If you are an
Outlook expert, you can even create new views and
publish them for all your team in the folder. But
detail descriptions on creating new views are out of
the scope in this document. However, you can find
various resources on the web that especially deals
with extending Microsoft Outlook views.

To customize a SupportCalls view, let us take the example of 'Technician
- Table' view (which is currently set as the default
view in the folder). Once you clicked the 'Customize
Current View...' menu item, a dialog box popup with
the options to select SupportCalls fields, define
group, sort and format columns. Discussions in
Filter, Other Settings, Automatic Formatting options
are intentional left behind because they are
advanced features of Outlook and touching down
through them would infuse unnecessary confusion to
most users. For advanced users, of course, you can
go ahead using them, but to keep things simple, only
relevant Outlook settings are focused here.

 |
1. Fields
- refers to fields that would be added to
the current view. For our purpose, you need
to select the specific form first which is 'AMTSupportCase'.
Selecting it from the drop down would lists
all the SupportCalls fields into the
'Available fields'. You can then select
fields to be added to the current view by
means of the 'Add ->' and '<-Remove'
buttons.

|
 |
2.
Group By - here you can specify a
field that will be used to group all
support cases that has similar values.
To group items using a SupportCalls
field, you would first need to select
the particular form 'AMTSupportCase'
from the drop down 'Select available
fields from'' (located at the bottom).
Then, that action would load all the
SupportCalls fields into the 'Group
items by' drop down. For example, the in
the screenshot below, 'Case.Technicians'
is specified to group all support cases
by technicians.

|
 |
3.
Sort - use this dialog to define
a field with which sorting would be
performed to the view. As in the
previous 'group' dialog, you would
first need to select the 'AMTSupportCase'
form from the 'Select available
fields from:' drop down, and then
select the appropriate field from
the 'Sort items by' drop down. You
can also specify if the sorting has
to be performed in ascending or
descending order. In the screenshot
below, the field 'Case.CaseNumberS'
is selected to sort support cases in
ascending order. (notice, there is
also another field 'Case.CaseNumber').

|
 |
4. Format Columns -
allows you to specify your own
titles for the fields you have
selected for the view. The
specified titles would then be
shown in view in the folder. By
default, it takes the same field
name as the titles. For example,
a custom label 'Case #' is
specified to be used as title
for the SupportCalls case number
field 'Case.CaseNumber'.
 |
|