Working with views

Updating a view

  1. Navigate to Views > Configure views.

  2. Modify the Selected columns list. Use the side way arrow keys to add or remove to/from the Selected columns list. Use the up and down arrows to sort the columns to be displayed in the order you want.

  3. Click OK. The result set is displayed with the columns listed in the updated view.

Renaming a view

  1. Navigate to Views > Configure views.

  2. Click More option of the view you want to rename and select Rename in the sub menu option.

  3. Update the view name and click . The view is renamed.

  4. Click OK.

Creating a copy of the view

  1. Navigate to Views > Configure views.

  2. Click More option of the view you want to create a copy of and select Duplicate in the sub menu option.

    Copy of the view is created.

  3. Enter new name for the view and click .

  4. In the Select Columns pane, updated the Selected Columns list. Use the side way arrow keys to add or remove to/from the Selected columns list. Use the up and down arrows to sort the columns to be displayed in the order you want.

  5. Click OK.

Deleting a view

  1. Navigate to Views > Configure views.

  2. Click More option of the view you want to delete and select Delete in the sub menu option.

    The view is deleted.

  3. Click OK.

Marking a view as a favourite

  1. Navigate to Views > Configure views.

  2. Click against the view you want to mark as your favourite view.

  3. Click OK.

Setting a view as CM Desktop Client view

  1. Navigate to Views > Configure views.

  2. Click More option of the view you want to set as CM Desktop Client view.

  3. Select Set as CM Desktop Client option.

    The view you selected becomes the default view, CM Desktop Client view. Click CM Desktop Client and verify that the column selection is updated. These columns are reflected in Content Manager client also.

  4. Click OK.