Creating views

Note: Exercise caution in removing default fields and sections from views. Once removed, these default fields and sections cannot be added back to the view. You must repeat the entire task and copy again a system-defined view.

You cannot add fields or containers that are not inherent to the page.

Personalize system-defined views by first identifying the page type, the view type, and the data context of the view. The information that you specify in this task determines available personalization options for the view that you are creating.

Subviews that contain required fields cannot be removed from main views.

  1. From the menu, select Admin > Manage Views.
  2. To filter the view entries, click the Entity dropdown list, then select an IPLMF module.
  3. Optionally, to show all the available views for each entity, select All.
  4. Select a system-defined view to copy and personalize.
  5. Click the Copy icon.
  6. Optionally, select the Copy only required fields check box to use only required fields for the entity view.
    If you do not select the check box, all fields in the system-defined view will be copied.
  7. Click OK.
  8. In the View Properties section, specify this information:
    Name
    Specify a name for the view.
    Description
    Optionally, provide a description for the view.
    Entity
    This field shows the entity on which the view entry is created or copied to.
    IDM Document Type
    This field is applicable for the Document Library entity only. Select the user-defined IDM attribute to load when creating the layout.
    Note: The IDM Document Type selection is dependent on the selected custom document types from the IDM settings page. This field is also used as reference for assigning custom list or details layouts to user role views.
    Page Type
    Select a page type:
    • Select Details to create a personalized view of a data record.
    • Select Listing to create a personalized view of a grid page.
    • Select Action Pane to create a personalized view of a Material or Trim grid page.
    View Type
    Select a view type:
    • Select Main View to create a parent layout. This view type contains the layout of an entire page, and can contain multiple sub views. For example, the system-defined view for Grade Rule is a main view.
    • Select Sub View to create a child layout. This view type is used in the context of a parent layout, and can be reused across multiple page views. For example, the system-defined view for Color Values is a sub view that is used in the context of the main view of Colorway Details.
    Show Design Outline
    Optionally, select the check box to show page borders.