Table views are available for select screens so that the users can configure columns, search and filter attributes, and save their table changes as a new view or as a default view. System Administrators can create table views that are visible to the entire organization and mark those views as the organization-wide default. This lets you control what users see when they first land on any table.
Note: This feature is available for any screen that is supported by our Enterprise Table View. For this article, we will showcase the Active Assessments screen as an example.
This article covers the following topics:
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From the Assessments Module, navigate to the Active Assessments screen. When a default table view is updated by filtering, sorting, adjusting columns, or searching, you will see the option to Save View As button as shown below.
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If a custom view is reconfigured, then you can either update the view directly by clicking Save View button or create a new view by clicking the dropdown and selecting Save View As button.
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When you create a new view (>Save View As button), the Add View Window will reflect Only Me and My Organization options.
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To set a custom view as the organizational default view, click the My Organization radio button and check the Organization Default View checkbox as shown below. Click Save button to confirm.
Note: Views that are visible to Only Me will only appear on the table for your user account. Views that are visible to My Organization will be shown to all users in the view dropdown.
Note: If a user has not set a personal default view, they will see the organizational view by default.
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You cannot edit the visibility of an organization-wide view.
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You can only have a single organization-default view. When you save a new view as the default view for your organization, the platform will make sure that any other views previously marked as organization default are no longer marked as default.