Views

A view is a predefined layout that controls the viewable data and layout for screens and areas of screens. Views are applied to documents, dashboards, areas, visualizers, and other controls on the screen. Each view controls the displayed data, available options, and layout. By default, the last view you selected will display.

Each screen has a Default view, which defines the basic screen layout for the document, dashboard, inquiry, or report. However, the available views are dependent on the type of item that is displayed. In addition, screen areas have two basic, default views (Details and List); for more information, see Default Views . Visualizers have different view options based on the visualizer type; for example, chart type views would include things like bar and pie.

Apply a View

To apply a named view, click the View button and then select the view from the drop-down list. The view is applied to the item that is currently selected. Any view customizations that were not saved before the selection was made are discarded.

Manage Views

If you have edited a view, click View button and then select one of following options to save and manage your available list of personalized views for the screen:

  • Save As: This option allows you to save the current view as a new, named view. The Save View As dialog box displays, which allows you to enter a name for the view.
  • Remove: This option displays the Remove View dialog box. This allows you to delete a personalized, saved view. The predefined, default views cannot be deleted.