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Views

Some tables have the option to use views. Views let you group and order the data in a defined way. Use the view designer to customize the columns, choose the order, and save the settings as view. You may be able to share the view with your co-workers depending your permissions.

For example, if a plan has an hours bank, you could create a view that includes hours bank data, a view for plans that don't have an hours bank, and use another view to show a different data set.

Note: You can't edit or delete an initial view.

If the table has an options menu, the menu could include options for adding, editing, copying, and deleting views. Tables that don't support this functionality either won't have an options menu or the menu won't have menu items for changing views.

Select a view

At the top of the table is a list that displays the views available for selection. Select a view from the list. Shared views are available to all system users. Personal views are those only you can see and access.

Set a default view

  1. Select the view you want to set as default from the list.
  2. On the options menu , click Set as default. The view displays in the view list with (default) at the end of the name.
  1. On the options menu , click Add view.
  2. In the View Name box, enter a name for your view.
  3. Add columns to the view.
    • In the Available Columns list, select the column you want to display in your view and click the right arrow to move the column to the Selected Columns area.

      • You can also use the Shift or Ctrl keys to select multiple columns to move to the Selected Columns list.

      • If you have permission to create shared views, click the Share this view check box beneath the Available Columns list to make it available to all users. Leave the check box blank to make it a personal view that only you can see and access.
  1. Tailor your view:
    • Change Column Headings—In the Selected Columns area, double-click in the Display Name column to change the column heading.
    • Change Column Order—Columns will display left to right in the view based on the order they display in the Selected Columns area. Move columns up and down to get the necessary order by selecting the column name and clicking the or arrow to the right of the Selected Columns area.
  2. Click Save in the View Designer window.

  3. Click Save icon on the workspace toolbar to save the changes.

You can't edit an initial view.

  1. On the options menu , click Edit view.
  2. Make changes to the view's settings. Refer to Common features for filtering, grouping, and sorting columns and other table features.

  3. Click Save icon to save.

You can copy a view and use it as a starting point for creating a new view.

  1. On the options menu , click copy view.
  2. In View Name, type a new name for the view.
  3. Make changes to the view's settings. Refer to Common features for filtering, grouping, and sorting columns and other table features.

  1. Click Save icon to save.

You can't delete an initial view.

  1. On the options menu , click Delete view.
  2. In the confirmation message, click OK to delete the view.
    • When you delete a view, your default view displays.
    • If you don't have a default view, your first private view displays.
    • If you don't have a private view, then your first shared view displays.
    • If no other views are available, the initial view displays.

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