Throughout the system, many windows display with tables that contain various information. From these windows, you often have access to different views to see different data. You might find that you or your users need to see some data from one view and some from others, or that you want to only see a subset of the data in one view.
Note: Users may need to close the window or log off and back in to Solar Eclipse to see the change and use the new views assigned to them.
If you are assigned the SOLAR.UD.VIEW.CREATE authorization key, you can create a user-defined view in any window that contains views. The view you create is specific to the window in which you create it.
To assign a user-defined view to other users, create a template that contains the view and assign the template to the user. To add a column outside the standard column views, see Adding user-Defined Table Columns.
Note: If a user does not have access a column within a window, the data in that field within the view is blank for that user.
To create a user-defined view:
From any window that has different views, click the icon in the upper right corner of the table and select User-Defined View Maintenance from the list.
You can also access User-Defined View Maintenance by selecting User-Defined View Maintenance from the menu that you use to change views in the window..
In the View ID field, click New, enter a short ID that identifies the view, and click OK. For example, ACCT.SUPERVISOR.
Note: View IDs cannot contain special characters such as *, (, ), or &.
In the View Description field, enter a title for the view. This is the title that displays in the Change View menu when you complete the view.
To base your view on an existing view for the window, select File > Start with Eclipse view and select the view that you want to start with. The system populates the On Table and Not Used lists with the columns that are included in that view.
Note: Some windows have columns that are required in each view. Required columns are highlighted in red to indicate that you must include them in the view.
Select the column names and use the Add and Remove buttons as appropriate to list all the columns you want to include in the view in the On Table list.
Select a column in the On Table list, and use the MoveUp and Move Down buttons to position the columns in the correct order.
The columns display from left to right in the view as they are listed from top to bottom in the list.
Save your changes and exit the window. Your changes are available immediately.
See Also:
Adding User-Defined Table Columns