Weissr

Navigation and Custom Views

Navigation and Custom Views

Custom views navigation allows you to access and organize request lists in a way that reflects your organization’s Capex process.

Instead of using fixed tabs, request data is accessed through custom views in a single navigation panel.

This makes it easier to find relevant requests and reduces the need for manual filtering.

When to use custom views

Custom views are useful when:

  • Different roles need different request lists

  • Your approval process includes multiple stages

  • You work with large datasets

  • You want faster access to relevant data

What is a custom view

A custom view is a predefined configuration of a request grid.

Each custom view opens one of the following:

  • Power Mode – a detailed grid for analyzing and managing requests

  • Investment Plan – a timeline-based view for planning and tracking expenditures

Each view includes:

  • Default filters

  • Default sorting

  • Default layout

A custom view is not only a navigation item. It defines how request data is displayed when opened.

Default and personal configuration

Each custom view has two levels of configuration:

  • Default configuration defined by a Superuser

  • Personal configuration saved per user

Users can:

  • Adjust filters

  • Change layout

  • Modify sorting

Personal changes do not affect other users.

You can always restore the view to its default configuration.

Navigation panel

All custom views are available in a single navigation panel.

The panel includes:

  • Dashboard

  • Custom views

  • Sections (if configured)

Users can:

  • Open views

  • Expand or collapse sections

  • Resize the navigation panel

  • Reorder Custom views and sections

Sections in navigation

Sections help organize views into logical groups.

  • Sections can be expanded or collapsed

  • Views can be grouped under sections

This keeps navigation structured and easy to use.

Learn more → Organize views with sections

Accessing views

To open a view:

  1. Go to Capex Management

  2. Select a view from the navigation panel

The view opens with its default configuration.

Migrated old static views

Existing views such as:

  • Registration

  • Monitoring

  • Follow-up

  • All

  • Investment Plan

are automatically available as custom views.

These views contain the same data as before and can now be customized.

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