What is the Creating/editing a view feature?
The Creating/edit a view feature allows you to create a new view or edit the settings on an existing one (the page layout and features are the same for both creating and editing).
How to access the My Views features
To create a new view: click on the 'My Account' link in the primary navigation, then click on 'My Views' in the sub navigation and then click 'Create New View' for one of the relevant views.
To edit a view: click on the 'My Account” link in the primary navigation, then click on 'My Views' in the sub navigation and then click 'Edit' for one of the relevant views.
Creating/editing a view explained
- View name
This allows you to enter a name for the view. The view name is then referenced on the Filters interface and the My Views screen.
- Filter search
Start typing here and the hierarchy, (see below), will be filtered to show only nodes that match your search.
For clients who have many (20,000+) nodes on one branch of the hierarchy, search results will instead show in a drop-down below the search box, for reasons of performance. Click on a result to add it to your selected filters list, (see below).
- Load saved views
If you have any saved views they will show here. Select a view to load it into your selected filters list, (see below), including any further options, (see below), associated with it.
In this way you can duplicate an existing view, or use it as a basis for a new view.
- Further options
Use these checkboxes to narrow this view to only contain those responses which have been alerted and/or completed.
This allows you to navigate and select the filters that you want to use in your view. Click on a node in the hierarchy to add it to your selected filters list, (see below).
Clicking the triangle to the left of a node expands it to show its child nodes. Click again to hide.
- Selected filters list
Filters that you have selected appear in bold text with an ‘x’ to the left of them, while their parents appear in plain text, with a separating line below them. Click on the ‘x’ to remove filters from your selected filters list.
- Remove all filters
Click here to clear your selected filters and start afresh.
- Undo and Save buttons
Click to save changes to your view, or to revert your changes.