Article Content

Overview

An Administrator can edit or delete a view on an activity.

User Account Requirements

The user must have Administrator permissions to edit or delete a view on an activity. 

Navigation

1.  From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Applications tile under the Application Management section.

Applications Tile

4. On the Admin: Applications screen, from the list of applications, click the application with the activity that you want to edit or delete an action, view, or role.

Application Link

5. From the Admin: Edit Application screen, click on an Activity that houses the action, view, or role you want to edit or delete, 

Activity Link

Editing a View on an Activity

1. From the Admin: Edit Activity screen, click on the Edit icon next to a view. The View section will expand, allowing you to edit the selected view.

Edit Icon

2. The following field can be edited on a view:
   • Name: Enter a new name for the view. The Name will appear as a title wherever the view appears in the system.
   • Description: Enter a new description outlining the views functionality or added instructions. The description will appear on the view under the view's name.
   • Workflow State: Select the workflow state or states the object must be in to appear within the view (e.g., Active).
   • View Action: Select a new view action from the View Action dropdown menu:  
   • Define Form, Data Grid, Data Export, or Report to Show: This field depends on the view action selected and will show the selected Form, Data Grid, Data Export, or Report to show within the view.
   • Display Options: Select whether to display the name of the view or not when there is no data available to display.
   • Max Items Per Page: Select the maximum number of objects to display on the view at one time before pagination is applied to the data set. The greater the max items per page the higher the likelihood of increased load times. 
   • Sorting Options: Select the way objects are order on the view by selecting which property is used to sort the data (e.g., created on, modified on, etc.) and how it is sorted ascending or descending. 

View Fields

3. Click the Done button.

Deleting a View on an Activity

1. From the Admin: Edit Activity screen, click on the Delete icon next to a view. 

Delete Icon

2. From the Confirmation pop-up, click the Delete button to remove the view from the activity.

Delete Button