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, 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.

Search filter

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

List

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.

Editing a view

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.

Getting the link to a view

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.

Importing a view

To import a view, click the Import button above the list, select the view's previously exported .xml definition file, then click Import.

Exporting a view

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.

Deleting a view

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.