Viewing, editing, and deleting views

Use the Manage Views window to see a list of the module views that you have access to. Subject to access rights, you can edit and delete views.

Procedure

  1. In the module window, click View > Manage Views.
  2. In the Saved views pane, select the view you want to work with.
  3. In the Saved views pane:
    • To delete the view, click Delete.
    • To load the view in the module, click Load, and then click OK.
  4. On the General tab, type a 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 Saved views pane.
  5. Optional: Enter additional information about the view in the Description box.
  6. Optional: Select or clear the Remember Settings for options.
  7. 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.
  8. Optional: Set access rights for the view on the Access tab.

    If the module is partitioned in, the access rights that are associated with the partition are displayed. The partition access rights describe the maximum access that any user has. They override the access rights displayed for users and groups. For example, if a user is listed with full access (RMCDA), but the view is partitioned in read-only, the user has read (R) access.

  9. Optional: Set additional rules for the view on the Advanced tab.

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