Views

Select specific columns and group them into a view. In other words, a view includes specific number of columns that you want to view the result set in for an object. You can create new views and update the available views based on your requirements.

Your Administrator can customise the maximum number of views a user can create per object in the INI file. Your Administrator can modify and set the MaxViewsPerObject in the INI file. The default value is 6 and maximum number of view per object can be 20.

Click and select the view from the View drop-down to view the result set in that view or enter the search query in the search box to search for the view you are looking for.

Creating a view

To create a view:

1. Click View and select Configure views. The column views window is displayed.

2. Click Add Views.

3. Enter the name for the view and click .

   The newly created view is listed in the Column view pane.

   If you have exceeded the maximum number of views for an object, an error message is displayed. Click OK in the dialog. To create new view, either delete any of the views that you do not need any more or update any existing view.

4. The Select Column pane lists the Available Columns and Selected Columns. Select the columns you want to display in the view from the Available columns list.

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

5. Click OK. The result set is displayed in the newly created view.

You can update a view, rename a view, create a copy, set a view as CM Desktop Client, and delete a view. See also Working with views.