Views are sets of widgets in a particular layout that are visible in the Views page. Preset Views are Views that are designed by administrators or managers for use by other users. They are designed in the Tools page and then published to the Views pages of specified users.
If you have the necessary permissions, you can create, publish, and manage Preset Views, as explained in this section. For an overview of Views and the Views page, see Views.
You create a new Preset View by designing a layout for the View and publishing it to the Views pages of users with specified roles. For each role you select, you also specify the permissions for the Preset View - whether a user with that role can modify or delete the View in their Views page.
The Preset Views screen opens.
A New Preset View dialog box opens.
Although you can add roles to the Preset View at this time, it is recommended that you design the view (add widgets and set the layout) before adding the roles. When you have finalized the design, add the roles and publish the Preset View as described below.
A blank Preset View appears.
For detailed information about how to do this, see Managing Views and Managing Widgets.
The Preset View closes, and the Preset Views screen is displayed. The new Preset View appears in the list of Preset Views in the screen.
| Once you have designed the Preset View, you can set the user roles to which you want to publish the Preset View and the permissions each type of user will have to modify the Preset View. |
The Edit Preset View dialog box opens.
Check boxes appear in the row for each type of permission.
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After you create a new Preset View or modify an existing one, you must publish the View in order for it to appear in users' Views pages in its current form. Published Preset Views appear in the pages of all users whose roles appear in the View's permission settings. If you republish a Preset View that was already published before, the new version overwrites the existing version in all users' Views pages.
| When you republish a Preset View, all local changes to the View that were made by individual users are removed; the new version of the View replaces all existing versions. |
You are prompted to confirm that you want this version of each selected Preset View to overwrite any previous versions of the same Views that may already be on users' Views pages.
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You can edit the name, description, and permissions of any of the Preset Views you created. The changes are implemented as soon as you save them; you do not have to republish the Views after you change their settings.
The Edit Preset View dialog box opens.
Modify the name, description, and permissions as required.The changes are saved and published to user's Views pages. If you removed a user's role from the list of permissions, the View is removed from the user's Views page.
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You can modify the layout and widget set of any of the Preset Views you created. Once you do this, you must publish the View again to implement the changes on users' Views pages.
| When you republish a Preset View, all local changes to the View that were made by individual users are removed; the new version of the View replaces all existing versions. |
The current Preset View is displayed.
For detailed information about working with the layout and widgets, see Managing Views and Managing Widgets.
The Preset View closes, and the Preset Views screen is displayed.
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You can delete a Preset View. When you do so, the View is removed from the Views pages of all users and from the list of Preset Views in the Tools page.
You are prompted to confirm that you want to delete the selected Preset Views.
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