Administering views
This section details the procedures related to the administration of views in process grids. When custom views have been created and saved in a process grid, the following actions are available:
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The procedures outlined in this section suppose that you have already created at least one process view. For information about process view creation, refer to Managing the basic view feature.
Sharing views to profiles
To share a custom view to one or several profile(s), proceed as follows:
Open the grid with which you want to work.
Create a view that you want to share with one or several profile(s) (see Creating a View in Managing the basic view feature).
Click the view management tool in the grid header.
Click the
icon located at the right of the view name that you want to share.
Click the Share View button.
Select one or several profiles to share the view with, as shown in the figure below:
Share View drop-down
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Each individual view can be shared to a maximum of 10 profiles.
Click outside of the contextual menu to confirm the sharing. The view is now shared to the selected profile(s).
Editing shared views
When a shared view has been modified and saved by an admin user, two saving options are available and described in the below procedure.
To edit a shared view, proceed as follows:
Open the process grid in which you can to work.
Select the view in which you want to perform modifications. Make sure the view has been shared to a profile (see Sharing views to profiles).
Apply customizations to the grid (see Customizing the Process Grid View in Working with process grids).
Open the view management tool in the grid header.
Click the
Click the Save Changes button. The following contextual window opens:
Saving Options for Shared Views
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Choose one of the following saving options:
Save and Push: applies the changes to the view immediately
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Active users of this view will lose any unsaved changes to their view configuration; unsaved data will not be lost.
Save: applies the changes the next time a user selects this view
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Active users of this view will not see these changes unless they select this view again from the view management tool.
The view is saved according to the chosen option.
Managing default views
A specific section to manage default views per profiles is available directly in the process grid interface. You can assign a view by default when the view has been previously shared to a given profile.
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If an admin user modifies a default view assigned to a given profile and if users had previously modified the default view, the modifications performed by the admin user will not override the current view configuration.
To assign a default view to an available profile, proceed as follows:
Open the process grid with which you want to work.
Create a view (see Creating a View) or open an existing view (see Changing the Applied View).
Open the view management tool as shown in the figure below:
View Management Tool
Click the Manage Default Views button. The following page opens:
Default Views Management Page
Check the box corresponding to the profile to which you want to assign the view as default.
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You can assign only one default view per profile.
Click Save. The view is applied as default for all users sharing the selected profile(s) after they log out and log in the application again.
Unsharing views to profiles
To unshare a view which has been shared to a given profile, proceed as follows:
Open the process grid in which you want to work.
Open the view management tool in the grid header.
Click the
Uncheck the box related to the relevant profile(s).
Click outside the profile list to confirm the modification. Users sharing this profile are now longer able to access the view.