Views

Views screen

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, 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.

Search filter

Filter

Remarks

Screen

Filter by screen used to save the view

Portal

Filter based on views that have links on the home page portal

List

Columns

Remarks

Select view *

Select view for deletion

Description

View’s description

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 link

View can be edited by selecting this link

* Click the delete link on top of the list to delete the selected view(s).

You can sort the list descending or ascending by any of the elements by clicking on the corresponding column header.

Edit view

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 allows you to copy the URL or the HTML of the view to your page.