Views

Views screen

This page displays all the current views saved by the user.

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

Shared

Filter based on views shared by other users

List

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.

Adding a view to My favorites list

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.

Editing a 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.

Getting the link to a view

Selecting Link displays the URL and the HTML of the view, which you can use to embed the view in an external page.

Importing a view

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.

Exporting a view

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.

Deleting a view

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.