Neodeluxe Views

Neodeluxe uses Views to control which information is displayed to different users in their portal based on their role and project type. This helps ensure that users see only the data that is relevant to them. 

Admins have the ability to adjust Views to tailor which fields are visible for different roles such as attorneys, clients, or experts. This customization supports efficient case management by preventing irrelevant or sensitive information from being displayed.

How to Access to Views

To access to Views:

1. Log in to Neodeluxe and click on the Admin menu.
2. Click on Neodeluxe Portal and then click Views.

Views Dashboard

The Views dashboard provides role-specific information to help admins to stay organized. Here’s what you can find:

Find a Project’s Views

To locate a project’s views:

1. Select a Project Type.
2. (Optional) Select the Project Type Class.
3. Select a Role.
4. Click on the search button.
An options menu will be displayed, showing all the relevant viewing information.

Copy View Configurations

Admins can save time by copying existing view settings from one role and to another. To copy settings:

1. Select a Project Type.
2. (Optional) Select the Project Type Class.
3. Select the role you want to apply changes to (for example: Portaluser9), in the Role field and click search.
4. Click the Copy View From field to expand the section.
5. Click on the Copy From Role field and choose the role you want to copy the view from (for example: Portaluser1).
6. Click Save, then Confirm.
Now, the Portaluser9 has the same views configuration as the Portaluser1.

Select a Tab

Views consists of the Details tab and the Collections tab. The Details tab displays all the field names that a user sees in a project type, while the Collections tab shows a list of collections for a project type visible to the user. Each collection can be expanded to view the fields it contains.

To select a tab:

1. Select a Project Type.
2. (Optional) Select the Project Type Class.
3. Click on a tab (Details tab or Collections tab).
A set of columns and functions will automatically appear.

Manage Detail Tab 

Rearrange the order of displayed fields, control their visibility, organize information, filter data, hide or show columns, and adjust their default positions.

• Rearrange the View Field Order

The view tool allows admins to organize the order of fields, determining the order in which users will see the information. Admins can do this using a drag-and-drop feature. Here’s how:

1. Find the drag-and-drop button on the left side of a field.
2. Click and hold the button, then drag the field to its new position.
3. Release the mouse to place the field.
4. Click Save to apply the changes.

• Adjust Field Visibility

To show or hide a specific field within a view:

1. Turn on or off the toggle and click Save.

The Field Name and Field Type columns include a menu with options to organize information, filter data, show or hide, and adjust their default positions, learn more about it.

Manage Collection Tab

In the Collection tab, admins can adjust the visibility of collections and their fields or restrict access to owners only.

• Adjust Collection Visibility

To show or hide specific collections and fields within a view:

1. Turn on or off the blue toggle in the Visible columns.
2. Click Save.

• Adjust Collections’ Field Visibility

Collections are made up of fields that admins can enable or disable in the Collection tab. This ensures that even if a collection is visible to a user, certain fields remain restricted. Here’s how:

1. Click the “+” icon to expand the Collection and view specific fields.
2. Use the toggle to adjust each field’s visibility (on or off).
3. Click Save to apply the changes.

• Owner-Only Visibility

Restrict collection visibility to only owners:

1. Turn on the blue toggle of the Only visible to owners and click Save

Discover more about how to arrange information, apply filters, show or hide, and adjust their default positions for the Collection columns.