Can I create a custom view on the Participant Summary page?

Can I create a custom view on the Participant Summary page?

What is the issue you're facing?

I would like to be able to save my filters on the Participant Summary page in Supplier Onboarding so I can have different custom views. Is there a way to do this?

Solution

On the Participant Summary page in Supplier Onboarding you are able to create custom filters that you can then save to create custom views. 

To do this:

- Log in to Market Dojo
- Navigate to SIM Dojo (Onboarding)
- Click on the Participant Summary tab
- Click on the Filter button

- Choose your filters and then click on the Save icon on the right hand side


- You now need to name your filter. Type in the name and click on the Save button


- At the top of the screen you will see this message flash up stating your new filter was saved successfully.


- Now at the top right of the page a new drop-down appear with your newly created filter/s. 


- Select the filter and this will then show the results based on your filter.


    • Related Articles

    • How to create a new custom Column within your Participant Summary using custom fields

      What is the issue you're facing? I am trying to add a new custom column to my Onboarding participant summary using an existing custom field. How can I do this? Solution To create a new custom column you will need to have made custom fields first. If ...

    • What do the settings for 'Additional List View Fields' mean?

      What is the issue you're facing? I would like to know what the Additional List View settings are for within the Onboarding Settings Solution The Additional List View Fields settings cover the following: Invited Date When selected, the date on which ...

    • How do I view my list of suppliers in Supplier Onboarding?

      What is the issue you're facing? I would like to see a list of suppliers that I have invited to Supplier Onboarding. How can I do this? Solution To view a list of your supplier in Supplier Onboarding you will need to log into the Market Dojo portal ...

    • What do the settings for 'Participant Invite Guidance' mean?

      What's the issue you're facing? I'm looking at my Supplier Onboarding settings and would like to know what the settings for 'Participanr Invite Guidance' are for? Solution With this setting you can input the URL of a page that could include guidance ...

    • What do the settings for 'Participant Properties' mean?

      What's the issue you're facing? I'm looking at my Supplier Onboarding settings and would like to understand what the settings for Participant Properties mean? Solution This section enables you to create categories of tags that can be applied to your ...