Stored Views and Layouts

Stored Views and Layouts holds the saved views: the way a list, help list or board is drawn, its columns, sorting, grouping, criteria, pivot and tiles. Each view is the user’s own, the company’s, or the configuration’s.

Where

Organizational Structure › Automation (OSSV)

Who uses it

Users for their own views; consultants

When

To review, correct or remove a saved view

Needs first

Nothing

What it is for

Views are saved from the lists themselves (see Lists, boards and reports); this screen is where they can be read and changed field by field.

Who may change a view: a user’s view, its owner or a consultant; a company view, a user holding the Company Stored Views and Layouts right through a role (or a consultant); a configuration view, a consultant on the development system only. One view per list and owner can be the Default. Deleting a shared view also removes the copies handed to the people it was shared with.

The Company Stored Views and Layouts menu entry opens the same views for the company. That screen has no layout of its own in this version.

Every field in plain words

General

Field	What it means	What to put
View Key	The view number.	Given on save.
View Type	List, help list or board.	Locked.
Object No	The list or help it belongs to.	Locked.
Grid or Help	The grid or help name.	Locked.
View Name	The name users pick.	Required.
Notes	Notes.	Optional.
Shared To	Who it was shared with.	Filled in.
Stored As	User, company or configuration.	Locked after the first save.
User Name	The owner.	Locked.
Legal Entity	The company.	Filled in.
Default	Opens by default.	Tick or leave clear.
Auto Load	Loads as soon as it opens.	Tick or leave clear.
Save Criteria	Keeps the criteria with the view.	Tick or leave clear.

Settings

Field	What it means	What to put
Search Column	Column searched by default.	Optional.
Search Text	Search text kept with the view.	Optional.
Open As	How it opens.	Optional.
Row Condition	A colour rule for rows.	Optional.
Frozen Columns	Columns frozen on the left.	Optional. A number.
Page Size	Rows per page.	Optional. A number.
Approval Only	Shows documents waiting for approval only.	Tick or leave clear.
Roll Dates	Date criteria roll forward with today.	Tick or leave clear.

Columns

Column	What it means	What to put
Sequence	Order.	Optional.
Column	The column.	Optional.
Column Name	Its heading.	Optional.
Visible	Shown.	Optional.
Width	Width.	Optional.
Frozen	Frozen.	Optional.
Sort	Ascending or descending.	Optional.
Sort Order	Ascending or descending.	Optional.
Grouped	Grouped by.	Optional.
Listed	Listed.	Optional.

Criteria

Column	What it means	What to put
Field Id	A criteria field.	Optional.
From Value	From.	Optional.
To Value	To.	Optional.
Recognise By	How the value is read.	Optional.

Column Criteria

Column	What it means	What to put
Column	The column.	Optional.
Criteria	The column criteria.	Optional.

Pivot

Column	What it means	What to put
Area	Pivot area.	Optional.
Field Id	A criteria field.	Optional.

Tiles

Column	What it means	What to put
Widget	A tile.	Optional.
Column	Column on the board.	Optional.
Row	Row on the board.	Optional.
Width	Width.	Optional.
height	Height.	Optional.

Hidden

Column	What it means	What to put
Widget	A tile.	Optional.
Column	The column.	Optional.

Pinned Criteria

Column	What it means	What to put
Field Id	A criteria field.	Optional.

How to configure it

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

If something looks wrong

• “Saving or removing a view for the whole company needs the right on Company Stored Views and Layouts (OSCV), given through a role.”
• “A configuration view is saved or removed by a consultant, on the development environment only.”
• “A view another user keeps is changed by that user or a consultant.”