Edit a User View

Prerequisites

Prerequisites

You can only perform this function if you have the following Role applied to your User identity: Policy Role - List View Edit

To edit an existing User View

  1. Select and apply the List View you want to customize.
  2. From the List View toolbar, click the View part of the View button. This opens the List View Designer showing the details of the currently selected List View.
  3. Make changes to the fields and contents items, as required.

    Note: If you are not logged in as an Administrator, the Shared checkbox will be disabled.

  4. In the List View Contents embedded form, you have four options:
    • Delete a column: enable the item's checkbox and click on the Delete Checked Items link.
    • Move a column: enable the item's checkbox and click on UpDown_Arrow_v6.
    • Edit a column: expand the item and change one or more field details.
    • Add a new column: click on the Add New List View Contents link.
  5. Click Save and Apply. The List View Designer closes and the updated view is applied.

See Also

Custom List View

List View Designer

Create a New Advanced View

Duplicate a User View

Delete a User View