Views
Last updated
Last updated
This page displays all the current views saved by the user.
Filter | Remarks |
Screen | Filter by screen used to save the view |
Portal | Filter based on views that have links on the home page portal |
Shared | Filter based on views shared by other users |
Columns | Remarks |
Checkbox | Select view for export or deletion |
Name | Name of the view |
Screen | View’s screen type |
Portal | View displayed in the home page or not |
Shared | View shared by other users or not |
By | Owner of the shared view |
Edit | Edit the view |
Link | Display the URL and the HTML of the view |
You can sort the list descending or ascending by any of the elements by clicking on the corresponding column header.
To add a view to the My favorites list on the User Portal home page, mouseover the view name and click the star outline that appears, which will then become solid. You can then open the view from either the My favorites or My views lists on the home page.
Selecting Edit allows you to change the description of the view, choose whether to include the view as an available link on the home page, and share the view with other process participants.
Selecting Link displays the URL and the HTML of the view, which you can use to embed the view in an external page.
To import a view, click the Import link above the list, select the view's .xml definition file that was previously exported, then click Import.
To export a view, check the checkbox to the left of the name of a view (since only one view can be exported at a time), then click the Export link that appears above the list.
To delete a view, check the checkbox to the left of the name of the view, then click the Delete link that appears above the list.
