Manage process views

If you use individual Filter columns or, for example, want to change the Order of columns order of columns, you can save these changes as your own views. This gives you quick access to the customized settings.

Access

To assign the appropriate rights for managing process views, see Rights.

Save current view

Once you have customized the view to your requirements, click on the icon.
(Depending on the configuration by your administrator, the icon may be located in different places in the user interface, e.g. in the BPC toolbar or in the Module header.)
Select Add new view.

A window opens in which you can enter and select further details.
Click on the Add view button.

_The current view has been saved. It is now listed under the icon and can be selected there

The name of a view can also be localized by saving the "Language key" as the name of the view.
The name is translated for users in the corresponding language.

Save view as favorite

Views that are saved as favorites also appear as a button in the module header in addition to being listed under the icon. Accessing these views is therefore even easier and faster.

Once you have customized the view to your liking, click on the icon.
Select Add new view.

A window opens in which you can enter and select further details.
Check the box next to Save as favorite.
Click on the Add view button.

The current view has been saved. It can now be accessed at the following locations:

Under the icon in the list of saved views:
As a button in the module header in a Favorites list:

Call up saved view

The views preconfigured by the administrator or saved by you can be called up in two different ways:

via the icon, see Save current view
via the corresponding button in the favorites list, see Save view as favorite

When calling up an individually configured view, all adjustments are immediately applied to the current database.

Change saved view

If you want to change a saved view or the contained Filter or Sorting you can replace the saved view with the current customized view.

If you have not already done so, open the saved view via the icon or, if necessary, via the Favorites list.
Make the desired adjustments to the view.
Changes that have not yet been saved are only displayed for favorites by a coloured dot on the respective button:
Save the changes via > Save change as : …

Unsaved changes in the current view may result from changes in the monitor configuration.
Examples: An administrator changes the column configuration or removes a column that is used in the saved view.
Or an administrator activates or deactivates multiple grids so that the active grid saved in the view no longer matches.
In this case, you or an administrator can save the view again.

Reset view

The current view can be reset so that all filters and sorting are removed and the original view is restored.

There are three possible ways to do this:

via -icon > Reset view:
via the context menu of the right mouse button:
only for favorite views: by clicking the currently active favorite button again

Remove saved view

To delete a view, the user selects the corresponding view in the overview and can remove it by clicking on the trash can icon. Finally, "Save" to apply the changes.

Fix view or selected data records

If you want to restrict the view to a selection of data records or the currently displayed data records, the view or the current selection can be fixed.

Fix current view:

You have not selected a row.
Click on the icon in the table header.

_The currently displayed data records are fixed. All other data records are hidden.

Fix selected data records:

You have selected one or more rows of the data record.
Fix the selection:
1. Click on the icon in the table header.
  or
2. Open the context menu with the right mouse button.
3. Select Fix selection.

The selected data records are fixed. All other data records are hidden.

Remove fixation

To reset the view with the fixed data records, you can:

remove the Reset view
all filters via the -icon in the table header, see Remove filter

Display data records in groups

The data records can be grouped by column. Depending on the column configuration by the administrator, this is possible for all or only for individual columns.

Depending on the column, the data records are then displayed in groups, with the individual groups corresponding to the possible values of the selected column.

Click on the arrow in the table header in the column whose values are to be grouped.
Select Group this field.

The data record is grouped.

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