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NCD – Creating and Editing Custom Views

← Navisite Cloud Director (NCD) – General
Navisite Cloud Director (NCD) allows you to create and save customizable table views of NCD items to which you have access, including:
  • assets

  • change requests

  • events

  • incidents

  • catalog items

  • networks

  • vApps

  • VMs

  • physical assets


You can specify a combination of item types, columns, filtering, and sorting when creating a custom view.

To create a new custom view:
  1. Click CUSTOM in the "Views" section of the navigation bar on the left side of the NCD Dashboard page. The Custom page appears.

  2. Click +Add Custom View to open the view editor.


To edit an existing custom view:
  1. Click CUSTOM in the "Views" section of the navigation bar on the left side of the NCD Dashboard page. The Custom page appears.

  2. Click the desired custom view's "Name" column link in the Custom page table. The Custom View page appears.

  3. Click Edit to open the view editor.


To delete an existing custom view, click Delete.

All changes to an existing custom view are saved as they are performed. The view's contents update in real time, and remain visible below the view editor.

Click Edit to open and close the view editor.

Enter a name for the custom view in the "Name" field. This value cannot be blank, and cannot be identical to an existing custom view.

Selecting Custom View Items

The view editor provides categories of available items that can be included in your custom view.

To select items:
  1. Select the category checkbox(es) (e.g., Asset, Change Request, Event, Incident, Catalog Item, Network, vApp, VM) corresponding to the desired item(s). When a category is selected, its "Name" item is selected by default.

  2. In each selected category, select the checkbox(es) corresponding to the desired item(s) to be included in the custom view. Each selected item is included as a column in the custom view table below the view editor.
Selected items in a category are automatically selected in all other categories containing the items.

Filtering Your View

You can define filters based on your selected item values in order to limit the displayed data.

Note: Items available for filter selection are limited to those available in all selected categories.

To define a filter:
  1. Select an item name from the drop-down menu in the "Filter" section.


  2. In the resulting text entry field, enter the desired text value for the filter.

  3. Click the green check mark button to save the filter.
Your search results are limited to those containing the defined filter value.

Sorting Your View

By default, a new custom view is sorted alphabetically according to the "Name" item. Sorting selections are listed in the "Default Sort" section.


Configure the default sort order by selecting items from the "Default Sort" drop-down menu. Selected items are listed above the menu.

Select ascending or descending list order for your items by clicking the arrow button at the right of each selection.

Remove sorting selections by clicking the X at the left of the desired item.



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