# Portal: Search: Advanced View: Overview

**URL:** https://discuss.workflowgen.com/t/portal-search-advanced-view-overview/442
**Category:** Workflow Portal
**Created:** [April 8, 2014, 12:03am UTC](https://discuss.workflowgen.com/t/portal-search-advanced-view-overview/442 "2014-04-08T00:03:51Z")
**Posts on this page:** 1
**Page:** 1

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### Author: ![wfg-admin](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/wfg-admin/32/714_2.png) [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)
#### Post date: [April 8, 2014, 12:03am UTC](https://discuss.workflowgen.com/t/portal-search-advanced-view-overview/442/1 "2014-04-08T00:03:51Z")

</div>

Search results can be displayed using the Advanced View mode.  
This mode give you access to extended features that provide a high level of report customization, and allows you to view targeted information by filtering and organizing the information according to your needs.

You can access it either by clicking the **Advanced View** checkbox on the **Search** screen, or by clicking the **Advanced View** button located at the top right of the **Search results** screen.

 ![search_advanced_view_624x411](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/22ac1f96ee946dd17f1aad7fd5f8879ae11a9270.png)

All of the records found are retrieved from the server to provide fast data manipulation.

Advanced View has several dynamic features:

- Group by column
- Sort by column
- Edit columns
- Hide columns
- Pin columns
- Insert footer information (e.g. `Sum`, `Avg`, `Count`)
- Add custom columns with JavaScript functions to display or compute values
- Export search results (e.g. Excel, CSV, HTML)
- Save as view
- Quick approval
- Charts

### Configuration

You can change the maximum number of records that can be displayed in the grid. To do this, edit the **Maximum number of records displayed in lists** value on the **Portal** tab in the Administration Module **Configuration Panel**. If this value is exceeded, the user will have to refine their search.

You can allow or restrict the custom column usage based on user roles using the **Enable custom column editing for process managers and supervisors** and **Enable custom column editing for standard users** options in on the **Portal** tab.

### Group by column

You can quickly create aggregates via the **Group by** feature by dragging and dropping a column header onto the blue toolbar directly above the columns, or by clicking the pencil icon located in the top right corner of the column header and selecting **Group by this column** from the drop-down menu. Multiple levels of grouping are supported.

For a column with numeric values, you can specify a range via a dialog box displayed when you group by that column.

For a column with date values, two levels of grouping are created by default: by year and by month.

You can sort a grouping by clicking on the column name in the toolbar. The number of records directly inside a group is displayed in parentheses.

### Computed footer feature

You can add information in the footer of your column if your column contains numerical values (for example, list prices in dollars or another currency).

**Note:** If the column does not contain numerical values, footer functions are not available.

The column footer will turn blue when you hover over it, then click the footer to open the **Edit footer** window. From this window you can add various types of information, such as average, minimum and maximum values, etc.

For each one, you can specify:

- a prefix (e.g. `$`),
- a formula (e.g. `Sum`),
- the number of decimals (e.g. `1`)
- a suffix (e.g. `Net`)

As of WorkflowGen 5.7.1, a footer will adopt the format specified by the column it represents, and you will be able to add your own prefix or suffix such as `Total:` or `Count:`. The footer’s decimals will also automatically adopt the column’s decimals by default, but you can also specify the number of decimals (from `0` to `5`).

### Custom columns

You can add custom columns to display computed values. This feature uses JavaScript to allow a high level of customization. See the following topics for information and examples:

- [Advanced view: Custom columns](https://discuss.workflowgen.com/t/advanced-view-custom-columns)
- [Custom columns: Formulas and custom dates/times](https://discuss.workflowgen.com/t/custom-columns-formulas-and-custom-dates-times/)
- [Custom columns: JavaScript computing](https://discuss.workflowgen.com/t/custom-columns-javascript-computing/)
- [Custom columns: JavaScript custom display functions](https://discuss.workflowgen.com/t/custom-columns-javascript-custom-display-functions/)

### Link feature

To display a saved view’s URL or HTML code that you can copy and embed in an external page, go to the User Portal **Views** screen, choose the view, and click **Link**. View security will still apply.

 ![edit_view_link_624x236](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/6b845d820486bfcf7b4240704c7fa93f95ae7f30.png)

See the [Advanced View](https://docs.workflowgen.com/portal/advanced-view) section in the [WorkflowGen User Portal Guide](https://docs.workflowgen.com/portal/) for more information.