Exercise 6: Work with Saved views

1. Navigate to Modules > Product information management > Products > Released products.

2. You can see default view is Standard view.

3. Right-click on the grid and select Insert columns…

4. Select the columns you want to add and select Update.

5. You can now see that the Standard view has an asterisk “*” appended to it. This indicates that a change has been made and can be saved into a view.

6. Select Standard view * and select Save as… from the drop-down.

7. Enter below details and then select Save.

   • In the Name field: Enter a meaningful name for the view.

   • In the Description field: Enter a long description that further defines the view.

   • Optional: You can enable Pin as default view to pin the saved view as your default view. This means that the next time you navigate to this form this view will be the default view selected.

Set A Default View

1. Open the view, then select the view drop-down and select the ellipsis More button (“…”). Select Pin as default to pin the view as the default view for the page.

Manage Views

Once you have saved some views you are able to keep track of them using the manage views button.

1. Select the view name drop-down and select the ellipsis More button then select Manage my views.

2. Select the view and then select Pin as default.

3. The (default) text will move to the selected view.

4. To change the order, select a view and select Move up or Move down.

5. Select Rename drop-down and enter the name to view and then select Save.

6. To remove a view, select the view and then select Delete.

7. Select Cancel to revert changes or Update to save.

Publish Views

The publish views feature lets you publish a saved view to a security role. This means that any user that has that security role assigned will also be able to see the saved view you have published. This is a way that super users or power users can define how they want a form to look like for specific users and then standardize it so everyone has the same view.

> **Note:** The publish feature is only available for those who have the “Saved views administrator” or “System administrator” security roles.*

1. Select the Publish button in the “Manage my views” form or in the views drop-down.

2. In the Publish to people in these roles section, select the security roles that you want the view to be accessible to by selecting + Add and selecting the security role(s).

3. In the Legal entity access section, define if it should be available to specific legal entities or all legal entities, select Publish and then select Update.