Views
Last updated
Last updated
This page displays all the current views saved by the user.
To add a view to the My favorites list on the User Portal home page, click the star outline. You can then open the view from either the My favorites or My views lists on the Dashboard. To remove a view from your favorites, click the star again.
Filter | Remarks |
Screen | Filter by the screen used to save the view |
Portal | Filter based on views that have links on the portal Dashboard |
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 | Display (or don't display) the view on the Dashboard |
Shared | View shared by other users (or not) |
By | Owner of the shared view |
Edit | Edit the view |
Link | Display the view's URL and HTML |
You can sort the list descending or ascending by any of the elements by clicking on the corresponding column header.
Click Edit to change the view's description, choose whether to include the view as a link available on the Dashboard, and share the view with other process participants.
Click Links to display the view's URLs and HTML code, which you can use to embed the view in an external page.
URL will display the view within the User Portal. URL without navigation will display the view on its own, without User Portal menus.
To import a view, click the Import button above the list, select the view's previously exported .xml definition file, then click Import.
To export a view, check the checkbox to the left of the view's name, then click the Export button that appears above the list.
Only one view can be exported at a time.
To delete a view, check the checkbox to the left of the view's name, then click the Delete button that appears above the list.
