Saving views

When you create a formal module, the default view of the module is the Standard view. This view shows the module explorer, the ID column, and the main column. If you have changed the layout of a module, and you want to see the new layout next time you open the module, you save the new layout as a view. For example, you might have added columns, applied filters or sorts, hidden objects at lower levels in the hierarchy, changed the size of the module window, or the size of columns. You can set the new layout to be the default view when the module opens, or you can open the module, and then select the view from the views list.

About this task

When you save a view, you can make it public or private. If the view is private, you have full access and everyone else has no access. If the view is public, you have full access and everyone else has read access. If you want to set different access rights, save the view and then select View > Manage Views in the module window. Select the view, and edit the access rights.

Table 1. Access rights for views
Access right Description
Read (R) See the view. Users who do not have read access to the view cannot see it in the view list.
Modify (M) Change the view.
Create (C) Create the view.
Delete (D) Delete the view.
Admin (A) Change the access rights for the view.

Procedure

  1. In the module window, click View > Save As.
  2. On the General tab, type the name. To overwrite an existing view, type the name of the view you want to overwrite.
    Note: View names are case sensitive. To overwrite an existing view, you must type the name exactly as it appears in the Views list.
  3. Optional: Enter additional information about the view in the Description box.
  4. Optional: Select or clear the Remember Settings for options.
  5. Optional: Select a Default option for the view. The default view is the view that is displayed when the module is opened. If you do not make it a default view, it is listed in the views list and can be selected when the module is open.
  6. Use the Access to this view section to define whether the view is private or public.
  7. Optional: Set additional rules for the view on the Advanced tab.

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