Edit a Register View

You can edit any of your Personal views and any Shared register view. While you cannot edit a Proliance register view, you can copy an existing Proliance view and then edit the copy. When editing a Shared register view, any changes you make apply for all users accessing the register.

To edit any register view, your security role must have permission to read the documents the register contains. To edit Shared views, your security role must also have permission to update shared views. For more information, see "About Security Permissions".

To edit a register view

  1. Open the register for which you want to edit a view.
  2. Click Views and select Manage Views.
  3. The views defined for the register appear.

  4. In the list of register views, select the view that you want to edit.
  5. Click Edit.
  6. The General tab of the selected view appears.

  7. Edit the necessary information on the General, Columns, Sorting, Filters, and Grouping tabs of the dialog box.
  8. Click Save.
  9. Proliance updates the register view with your changes.

    What can I do now?

Note:

  • When you edit a register view, if it is currently displayed on the Views menu it will automatically be removed. For information on re-adding a view to the menu, see "Editing the Views Menu".