Managing Private Views

You can create or modify private views as needed. There are three types of views you can create: project views, workstep views, and form views. After selecting the type of view to create, you can specify the filters to apply to the data. You can also select the columns to include and your grouping and sorting preferences.

Note: Before creating or editing a view, verify that the View Filters and Columns panes display in Workstream. If you are creating a project view, the Group Selection pane should also display. If these panes do not display, select the check box for each pane in the Show/Hide Panes section of the Views ribbon to display them.

Creating a View

To create a new view, do the following:

  1. In Workstream, do one of the following to create a New Project View tab:
    • Right-click in the navigation panel and select New > View from the menu.
    • Click New View in the Manage group on the Views ribbon

    Note: An asterisk displays next to the new view name until the view is saved.

  2. In the View Filters pane, select the type of view you want to create.
  3. Also in the View Filters pane, set filters for the view. See Using View Filters for more information.
  4. Click Go.
  5. If needed, change the columns that will display in the view using the Columns pane. See Using the Columns Pane for more information.
  6. If you are creating a project view, select an option in the Group Selection pane to specify how you would like to group data in the view, and then click Apply.
  7. Do one of the following to save the new view:
    • Select Save View > Save in the Manage group on the Views ribbon to save the view with the default name.
    • Select Save View > Save As to enter a name for the new view before saving.
    • Select Save View > Save All if you have created multiple new views or made changes to existing views.

    Note: If needed, you can change the name of a private view by right-clicking the view in the navigation panel, selecting Rename, and entering a new name. You cannot change the name of the default views provided with Workstream

Copying a View

To create a new private view based on an existing view, do the following:

  1. Right-click a view in the navigation panel and select Copy from the menu.
  2. Right-click on the folder where you would like to insert the new view and select Paste from the menu.
  3. Right-click the new view in the navigation panel and select Rename. Then, enter a new name for the view.
  4. Edit the filter settings for the view in the View Filters pane.
  5. Click Go.
  6. Set any additional view settings in the Columns and Group Selection panes.
  7. Do one of the following to save the new view:
    • Select Save View > Save in the Manage group on the Views ribbon to save the view with the default name.
    • Select Save View > Save As to enter a name for the new grid before saving.
    • Select Save View > Save All if you have created multiple new views or made changes to existing views.

Editing a View

To edit an existing view, do the following:

  1. Double-click the view to open it.
  2. Change the settings in the View Filters, Columns, or Group Selection panes as needed.
    • If you make changes to the column selections, column order, sort order, or grouping, your changes are automatically saved.
    • if you make changes to the filters, the view name is appended with an asterisk, showing that it has been modified from its default settings. Your changes are not automatically saved. To save your changes to the view, select Save View in the Manage group on the Views ribbon.

Note: You cannot edit a current view's view type. If you update the view type, a new view is opened. See the previous section for more information.

Organizing Views

You can create folders for categorizing private views. Folders with the same name can exist as long as they are not under the same parent folder.

To create a new folder, you can do any of the following:

  • Right-click in the navigation panel and select New > Folder from the menu.
  • Right-click a folder and select Copy from the menu. Right-click where you want to place the new view, and then select Paste from the menu.

Once you have folders set up, you can drag your views to the correct folder to organize them as needed. You can also drag view folders, including static folders, to organize them under other folders, or to make a subfolder a parent folder.

Note: You can delete a folder only if the folder is empty. To delete a folder, right-click the folder and select Delete from the menu.

Exporting Views

You can select the location to save a view on your machine or another network location.

To export a view, do the following:

  1. Select a private or shared view on the navigation panel and click Export View in the Import/Export group on the Views tab. You can also right-click a view and select Export View from the menu.
  2. Browse to or enter the location for the file.
  3. Enter a name for the file.
  4. Click Save. The system saves the file as a DYV file type.