Working with data grid views

In the v10 Web Application, all customizations that you perform in a data grid can be saved in a customized view. This enables you to keep in memory your preferences related to a specific data grid.

The following data grid customizations can be saved in views:

• Column definition (see Managing the columns of a data grid)

• Filters (see Filtering a data grid)

• Sorting (see Sorting the data of a data grid)

• Grouping (see Grouping the Data of a Data Grid in Customizing the data grid view)

• Row density (see Defining the Density of the Rows in a Data Grid in Customizing the data grid view)

• Number of rows per grid page (see Defining the Number of Rows Displayed per Data Grid Page in Customizing the data grid view)

This article outlines the procedures for:

• Creating a view

• Changing the applied view

• Renaming a view

• Editing the definition of a view

• Deleting a view

• Returning to the default data grid view

• Resetting all data grid customizations

• Administering data grid views

In addition, if the corresponding Feature Flag has been activated in your system and you are an authorized admin user, you can also perform the following actions:

• Share a view with one or several profiles (see Sharing a data grid view)

• Edit a shared data grid view (see Editing a shared data grid view)

• Define a default view on a data grid for a given profile (see Defining the default view for a profile)

• Revoke the sharing of a view to one or several profile (see Unsharing a data grid view)

Creating a view

To create a view that you will be able to reuse at any time for a given data grid, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Perform all the customizations that you want to save in a view (see Customizing the data grid view). Once at least one customization has been performed in the grid, a blue bullet is displayed next to the View button, in the grid toolbar, as illustrated in the following figure:

Pending view customizations

3. Click View in the far left of the data grid toolbar. A contextual menu is opened.

4. Enter the name of your view in the View Name field.

5. Click Save. Your view is saved in the system and is automatically applied to the data grid. Additionally, you notice that the view management button (View) is now labeled as the name of the newly created view.

Changing the applied view

Once one or several views have been created for a data grid, the last used view is applied when you display the (if no view has been created, then the default view, is displayed). You can however, change the view applied to the grid at any time.

To change the current data grid view, proceed as follows:

1. Open the data grid with which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click the view management button, located in the left of the data grid toolbar (the name of the currently selected view is displayed; if the default view is used, then the button is labeled Views). A contextual menu containing all the saved views is displayed, as illustrated in the following figure:

View selection

3. Select the view that you want to apply by clicking its name in the list. The view is applied to the grid on-the-fly and the label of the view management button is changed to the name of this view.

This is an note/information message.

If you do not change the view again, this view will be selected the next time you open the grid.

Renaming a view

To change the name of an existing view, proceed as follows:

1. Open the relevant data grid (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click the view management button (Views or the name of the currently selected view).

3. In the contextual menu that is displayed, locate the view that you want to rename.

4. Click the icon located on the right of the view name. A new contextual menu is opened, as illustrated in the following figure:

View edition menu

5. Type the new name in the name field. As soon as you start editing the name of the view, two new buttons are available at the right of the name field, as illustrated in the following figure:

Renaming menu

6. Click the icon to confirm your changes (if the name you have entered already exists, a red warning message is displayed and you cannot save the new name). The new name of the view is saved in the system.

This is a tip message.

To cancel the operation, click the icon or click outside of the contextual menu.

Editing the definition of a view

You can edit the definition of a view (i.e. the customizations saved in a view) at any time during your work with the data grid. To do so, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Select the view that you want to edit using the view management button (see Changing the Applied View).

3. Perform all necessary changes in the view, such as, but not limited to:

   • Column visibility

   • Column order

   • Filters

   • Sort orders

   • Grouping

   • Row density

   • Number of rows per page

   For the complete list of available grid customizations, see Customizing the Data Grid View.

   Once you have performed changes to the view, a blue bullet is displayed next to the view management button.

4. Click the view management button (in this case, the label of the button corresponds to the name of the currently selected view). The view management tool is displayed.

5. Click the button located on the right of the view name. A secondary contextual menu is opened.

6. Click Save changes, as illustrated in the following figure:

Saving changes to a custom view

The new definition of the view is saved in the system.

Deleting a view

To delete a view that has been defined for a given data grid, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click the view management button, located on the left of the data grid toolbar. The view management tool is displayed.

3. Locate, in the list of saved views, the view that you want to delete.

4. Click the icon located on the right of the view name. A second contextual menu is displayed.

5. Click Delete view, as illustrated in the following figure:

View deletion

The view is deleted from the system.

This is an note/information message.

If you delete the currently selected view, the system retains the customizations of the view and displays a blue bullet next to the Views button.

Returning to the default data grid view

If a default view has been assigned to your profile in a data grid and you have applied customizations to the grid or have selected a different view, you have the possibility to return to the default view at any time. To do so, proceed as follows:

1. Open the view management tool, located in the toolbar above the data grid.

2. In the tool, click Return to Default View. The default view is applied to the data grid.

This is a warning message.

By returning to the default view, you will lose all of your customizations. If you want to keep these customizations, you can create a view of your own (see Creating a View).

Resetting all data grid customizations

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This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

When you have applied customizations to the data grid, regardless of whether a default view has been assigned to your profile or not, you have the possibility to discard these customizations. To do so, proceed as follows:

1. Open the view management tool, located in the toolbar above the data grid.

2. In the tool, click Reset Grid Controls. All the customizations to the data grid are cleared.

This is a warning message.

By doing performing this action, you will lose all of your customizations. If you want to these customizations, you can create a view of your own (see Creating a View).

Administering data grid views

This is an note/information message.

This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

This section details the operations related to the administration of views in data grids. When a view has been created and saved in a data grid, authorized users can perform the following actions:

• Share or unshare the view (see Sharing a Data Grid View and Unsharing a Data Grid View)

• Edit a the shared view (see Editing a Shared Data Grid View)

• Define default views for profiles (see Defining the Default View for a Profile)

This is a warning message.

To be able to administrate data grid views, the profile with which you are logged in must have been granted edition rights on data grids. For more information, contact your system administrator.

This is an note/information message.

The operations outlined in this section suppose that at least one data grid view has already been created. For information about the creation of data grid views, refer to Creating a View.

Sharing a data grid view

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This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

Provided that your profile has been granted the proper rights, you can share a data grid view that you have created for a grid with one or several profiles. To do so, proceed as follows:

1. Open the data grid with which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Open the view management tool located in the toolbar above the data grid.

3. Click the icon located at the right of the name of the view that you want to share.

4. Click Share View. A contextual list that contains available profiles is opened.

5. Check, in the list, the boxes corresponding to the profiles with which you want to share the view, as illustrated in the following figure:

Profile selection list

6. Click outside of the list to confirm your selection. The view is now shared with the selected profile(s).

This is a warning message.

Each individual view can be shared with a maximum of 10 profiles.

Editing a shared data grid view

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This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

Two different methods to push changes to users are possible when the definition of a shared data grid view is modified:

• You can choose to apply the changes the next time the user selects the view (soft push)

• You can choose to apply the changes immediately (hard push)

To edit a shared data grid view, proceed as follows:

1. Open the data grid and the view in which you want to work.

2. Perform the changes required on the view (see Customizing the Data Grid View).

3. Open the view management tool located in the data grid toolbar, above the grid.

4. Click the icon located at the right of the name of the current view.

5. Click Save Changes. A contextual window is opened, as illustrated in the following figure:

Shared view modification

6. Select the option you want to use to push the changes to users:

   • Save: this is the "soft push" option. The changes to the view are saved, but are not forced on the users. They will see the changes to the view the next time they explicitly select this view in the view management tool.

   • Save and Push: this is the "hard push" option. The changes to the view are saved and are enforced for all users of the view. This means that if users had made changes to the view and had not saved them in a view of their own, they will lose these customizations.

Defining the default view for a profile

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This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

A specific section, dedicated to the management of default views per profile, is available directly from the data grid interface. From this page, you can assign a default view for each profile to which at least one view has been shared (see Sharing a Data Grid View).

To assign a default data grid view to a profile, proceed as described hereafter.

This is an note/information message.

The following procedure supposes that views have already been created and shared in your system. For more information, refer to Creating a View and Sharing a Data Grid View.

1. Open the data grid in which you want to work.

2. Open the data grid view management tool, located in the toolbar above the grid.

3. In the tool, click Manage Default Views, as illustrated in the following figure:

Default view management access

The default view management page is opened on top of the currently opened data grid (i.e. the data grid remains open in the background, with your current work), as illustrated in the following figure:

Default view management page

This page contains all the shared views and displays a checkbox in the row corresponding to each profile with which a given view has been shared.

This is a tip message.

If there is no checkbox for a view in the row corresponding to a given profile, this means that the view has not been shared with this profile. You can still share the view with additional profiles; for more information, refer to Sharing a Data Grid View.

4. Check the box corresponding to the view you want to assign as the default view in the row corresponding to each profile. Keep in mind that you can only assign one default view per profile.

5. Click Save in the lower-right corner of the application window. The default view definition is saved in the system and will be applied as defined when users next log into the system.

Unsharing a data grid view

When a data grid has been shared with one or several profiles, you still have the possibility to cancel the sharing to those profiles. To do so, proceed as follows:

1. Open the data grid in which you want to work.

2. Open the view management tool, located in the toolbar above the data grid.

3. In the tool, locate the view that you want to modify and then click at the right of the name of the view.

4. Click Share View.

5. In the contextual menu that is displayed, uncheck the box corresponding to each profile for which you want to revoke access to the view.

6. Click outside of the contextual menu. The changes are saved and the view is unshared.