Creating views

You can personalize system-defined views by identifying the page type, the view type, and the data context of the view. The information that you specify in this task defines the available personalization options for the view.

You cannot remove subviews that contain required fields from main views.

Note: Exercise caution in removing default fields and sections from views. After you remove the default fields and sections, you can’t add the default fields and sections to the view again. You must perform the task again and copy a system-defined view.

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

If a drop-down extended field is configured as multi-select in custom views and grid editing is enabled, you must configure the extended field as multi-select in both the List and Details custom views.

From the menu, select Admin > Manage Views.
To filter the view entries, click the Entity list, then select a PLM for Fashion module.
Optionally, to show all the available views for each entity, select All.
Select a system-defined view to copy and personalize.
Click the Copy icon.
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 are copied.
Click OK.
On the View Properties section, specify this information:
Name

Specify a name for the view.

Description

Optionally, provide a description for the view.

IDM Document Type

Select the user-defined IDM attribute to load when creating the layout. This field applies to the Document Library entity only.

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 Detail to create a personalized view of a data record.
- Select List to create a personalized view of a grid page.
- Select Action Pane to create a personalized view of any of these grid pages:
  
  Colors
  
  Color Palette
  
  Material
  
  Trim
  
  Style Colorways
  
  Material Colorways
  
  Trim Colorways
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.
The Entity field shows the entity on which the view entry is created or copied to.