Views management / “Work situations"

Views management / “Work situations"

When tables are displayed in Abraxio (such as in the Project Review tab or in the detailed view of the Finance module), you can choose the columns to be displayed and save views to suit your work situations. 

Abraxio offers a default view for each table (called Standard View). We advise you to set up other views on data tables, adapted to each of your work situations (Financial follow-up, Project review, Arbitration committee...). This way, you can quickly find the view best suited to your needs, and set your default views.

View types available

Abraxio provides a total of three types of views :
  1. Standard views :
    1. These are the views offered by default by Abraxio for each table (there is one standard view for each table).
    2. These Standard views can be modified, renamed, reset to return to the default view, but they cannot be deleted.
  2. Public views :
    1. These views are created by authorized users (see “Authorizations for managing views” below) and are accessible to all users in your environment.
    2. These public views can be created, modified and deleted by authorized users.
  3. Private views :
    1. These views are personal to each user. All users can create and manage them. 

Authorizations for managing views

View management in Abraxio is differentiated according to type: :
  1. Standard views : Only Administrators can modify these views.
  2. Public views : A special right must be granted from the Admin > Users > Roles tab > Special rights > Check “Manage public views” box.
    1. Administrators can grant this special right to Managers and Project Manager 
  3. Private views : All platform users can create their own private views (meaning that only they will be able to see them in the platform).


Accessing to saved views

To access the different views in Abraxio, simply click on the chevron in the view selector: :



The drop-down menu shows you the different views classified by type (private views, public views, standard views) :




You can create other groupings within these view types (see the “Arbitration” grouping below) :   


To create these groupings, simply go to the View drop-down menu > Manage view > Choose a folder. You can then give your grouping a name and save it (see screenshot below) :


Create a new view

Before creating a view, you need to set up the desired display by configuring the table (adding/removing fields, grouping, sorting, filtering, etc.): see Using and manipulating tables (grids).
 
Then, to create the view :
1) Click on the cogwheel and check that the fields you wish to display are selected.
2) Go to the view selector and click on “Create view”.
3) Give your view a name, choose its type and a grouping folder if required
4) Click on Save
 
The saved view will reflect the displayboard as it was at the time of saving.




Define a view as the default view on a table

In the view management drop-down menu :
- Move your mouse to the end of the line of the view to be set as default
- Click on the star that appears: it will turn blue after the click.
This view will then always be selected when you arrive at this table.



Edit / Rename / Delete a view

To modify a view :

- Display the view to be modified, e.g. “View 1”.
- Make your modifications (filter, fields displayed, etc.)
- Click on the view drop-down menu 
- Then click either on Manage view then Save, or directly on the Save symbol which appears at the end of the line with the view name (see screenshot below).



View 1” will then be replaced by the view that was displayed when you clicked Save.

To rename a view :
- Display the view to be modified, for example “View 1”.
- Click on the view drop-down menu and click on Manage view
- Rename view
- Click on Save


To change the type and folder in which my view is stored (depending on your authorizations):
- Display the view whose type or folder is to be modified
- Click on the view drop-down menu and click on Manage view
- Select the view type and/or the view grouping folder
- Save view
 

To delete a view :
- Display the view to be deleted
- Click on the view drop-down menu and click on Manage view
- Click on the symbol



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