Views are used to save your page or window filters, columns, sorting, grouping and totaling settings. This allows you to:
- See only the information you want to see, when you want to see it.
- Create quick reports.
- Have a default view for your team so everyone sees the same information.
You can create multiple views for a page or window to quickly arrange the information in different ways. You can also use views as dashboard gadgets.
Included in this article:
- Create Views
- Update Views
- Copy Views
- Send Views to Other Users
- Manage Views
- Default Views
- Hide USI Defined Views
- View Security
Create Views
To create a view:
- Navigate to the page or window where you want to create a view.
- Configure the data in the page or window as desired. For more information, see Manage Columns on Page and Window Grid.
- Click View.
- Select Save As New View. The Save As New View window opens.
- Enter the necessary information:
- Name: Name of the view that appears in the View menu.
- Display this View on: Select the page or window for the view:
- The Main Subject Page: The view is available for the main page or window related to the view. For example, the view is available from the Events page or window but not from the Events tab.
- All Subject Pages: The view is available for all pages or windows related to the view. For example, the view is available from the Events page or window and from the Events tab.
- Only the following Subject Pages: Select the pages or windows for the view.
- Access Type: Select who can see and use the view:
- Only One User: Only you can see and use the view.
- Everyone: All users can see and use the view. This is called a System View.
- Users and Roles: Only users assigned to the selected roles in the Role drop-down can see and use the view.
- Performance Tuning: Enterprise restricts how many records display to improve performance. You can override this, but pages will load more slowly.
- Display All Rows: All rows that meet the filter criteria will display. If unchecked, the first 200 rows meeting the filter criteria display by default. See Fine Tuning Performance & Load Time in Grids, Sections and Tabs for information on changing the default number of displayed rows.
- Automatically Load Results: The page or window loads all results that meet the filter criteria when the page or window opens. If unchecked, you must click the Search button to show the results.
- Click OK.
Update Views
You can update a view to include different filters or page or window settings.
- Navigate to the view you want to update.
- Make any changes to filtering, columns, and so on.
- Click View and select Save View. The Save View window opens.
- Update any view settings.
- Click OK.
Copy Views
You can copy a view to create a duplicate view that you can then update. You can also copy an existing view to another related page or window.
- Navigate to the view you want to copy.
- Click View and select Copy View. The Copy View window opens.
- In the Name field, enter the name of the new view.
- In the Subject drop-down, select the page or window for the copied view.
- Click OK.
Send Views to Other Users
You can share your views with other users. You can send views you create for yourself or views you can access as part of a role. You cannot send views available to everyone (system views) since all users already have access to them.
- Navigate to the page or window with the views to send.
- Click View and select Send Views. The Send Views window opens.
- In the Users drop-down, select the users to receive the view.
- In the Views drop-down, select the views to send.
- Click OK. The user receiving the view can open the View drop-down to see the newly sent view.
Manage Views
You can manage the views you have access to on a page or window using Manage Views.
- Navigate to the page or window with the views to manage.
- Click View and select Manage Views. The Manage Views window opens.
To edit view settings:
- Select the view to update.
- Right-click and select Edit. The Edit View window opens.
- Update the necessary information.
- Click OK.
To delete a view:
- Select the view to delete.
- Right-click and select Edit. The Edit View window opens.
- Select the view to delete.
- Right-click and select Mark for Delete.
- Click Save.
If you are an administrator, you can use the Views page to see all views in Momentus Enterprise. You can edit and delete all views, including individual user views, role views and system views. You can also use this page to view the performance tuning settings on your views to ensure your views are not causing a system performance problem.
Default Views
- Navigate to the page or window with the view to set as default.
- Click View and select Set Default View. The Set Default View window opens.
- In the Theme Default View field, select which view should be the default for your current theme. The theme will be listed in the Theme field.
- My View: This field will store the last view you used. You can change this, but this field will update if you select a different view on this page/window.
- Click OK.
Hide USI Defined Views
Pages or windows in Momentus Enterprise come with some pre-configured views called USI Defined Views. You cannot change or delete a USI Defined View but you can hide them if you do not want them available on a page or window.
Hiding a USI Defined View hides the view for all themes. If you hide a view that is set as a default view for a page or window, your users may have problems opening the page or window. Make sure you set another system view as the default view before hiding any USI Defined Views.
You must have an Administrator Access Level and be assigned to the EBMSADMIN role to hide USI Defined Views.
To hide a USI Defined View:
- Navigate to the page or window with the view to hide.
- Click View and select Manage Views. The Manage Views window opens.
- Select the USI Defined View to hide.
- Right-click and select Edit. The Edit View window opens.
- Check Hide.
- Click OK.
View Security
Users can add, update and delete their own views. Adding, editing and deleting system views is controlled by the Allow Add/Edit/Delete System Views and Favorites access privilege. Roles and/or users assigned to this privilege can add, edit and delete system views. If no roles or users are assigned to this privilege, it is considered inactive and all users can add, edit or delete system views.
Comments
9 comments
Hi
I have created a view but cant add this on the dashboard due to 458 fixed assets not being able to choose as a subject, is there a way of showing this view any other way on the dashboard.
Thanks
Kris
0 upvotes
Kris - as of the current version (20.9), views from Fixed Assets are not available to add to a dashboard. It's being considered for the version due for release this summer or late 2017, but if you'd like to push to have this sooner, I'd recommend entering an enhancement on this site. Thanks.
Mark F
0 upvotes
Thanks Mark
0 upvotes
OPTION TO QUICKLY SWITCH TO EXACT DATE RANGE
In v19 in the Events window we had the option to have a predefined filter with the date range : all Events with start day yesterday and after.
However, when needed I could quickly overwrite the date fields to the wanted date filters.
In v20. I can use the relative date field OR the exact.data field
Currently. I only see two options. :
We could work a lot more efficient if we had the same option as in v19. Can you pls advise if this will be developped?
Korinna
1 upvotes
Hi Korinna - I want to make sure I am understanding your question correctly. You are saying that in v19, using the relative date range mode and the exact date range mode were one in the same - you could easily move from relative to exact by typing in dates. However in v20, that requires pulling the settings next to the date field and switching from relative to exact. Is that correct? Thanks.
Mark F
0 upvotes
Hi Mark,
that is correct.
Korinna
0 upvotes
Hi Korinna,
It looks like that functionality isn't available in v20. If you would like to see it implemented in an upcoming release, you can submit an enhancement request through the Product Idea Forum.
Thank you!
Ryan
0 upvotes
I think what would be beneficial is for the dates to always be visible. Currently, the date values are replaced with the words "Last 7 Days" etc. It would be great if the actual date values are always present (perhaps greyed out) with the words trailing, until such time as you might want to override them, in which case the words might be removed.
This would serve two purposes. 1, you can clearly see the actual dates being applied and 2, you can quickly override as necessary.
2 upvotes
With v30.98E, it looks like users need a Professional License to be able to edit Views. Express Licenses cannot do it at all.
1 upvotes
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