In some areas of Scompler, you have the option to save views, for example, when you’ve created a filter set or customized the displayed columns. You can use saved views privately, share them with selected users, or make them available globally.
The areas that allow the creation of your own views include:
- Topics
- Calendar
- Content
- Budget
The following example shows how to save a new view in the Calendar. For all other areas where you can save views, follow the same steps in the respective area.
Save or Adjust a View
-
After setting up a filter set, click View is changed.
- Select Save a new View from the dropdown menu.
The Edit Views dialog opens. - Enter a name for your view under Name.
- Under Type, click the user icon to define access to the view: user, shared, or global.
- If you selected Shared, choose the users you want to share the view with under Shared with.
- Click the checkmark icon.
If you want to update an existing view instead of saving a new one, click Add changes to View in step 2, then confirm by clicking Add changes.
Manage Views
In the Edit View dialog, you can manage your existing views. You can adjust the order in which existing views are displayed and delete views you no longer need.
- Click the view title.
A dropdown menu with the available views opens.
- Click Edit Views.
The Edit Views dialog opens. - To adjust the order of views, navigate to a view and drag it to the desired position.
- To delete a view, click the trash can icon.
Confirm by clicking Delete.
You have managed the existing views.
For Administrators:
Ensure that the option Access Shared Views is activated for all desired user groups. You can find the respective permissions under Project Settings > Users > Groups > Views > the respective module.