Working with Custom Views

This topic discusses:

Creating and Editing Custom Views
Deleting Custom Views

For information about Custom views, see Custom Views.

Note: Object security is respected in Custom views. Although Custom views let you see the items and people that are tagged by other users and groups (members), you will not be able to see items and people that you do not have access to.

Creating and Editing Custom Views

You must have the Create Views capability to create and edit a Custom view. You must also have Select access to the users and groups you want to add as members of your Custom view.

To create a Custom view:

  1. Navigate to the Search page (Enhanced Mode).

  2. Click the View drop-down list.

  3. Perform one of the following:

  4. (optional when editing a Custom view) In the Name box, type the name of the view.

  5. (optional when editing a Custom view) Perform the following:

    1. Click the Members tab.

    2. Click Add to launch the Select Users and Groups dialog box.

    3. Choose the users or groups whose My Tags views you want to add to your Custom view.

    4. Click OK.
      You are returned to the View Editor.

  6. (optional) To remove a user or group, highlight the users and groups that you want to remove, then click Remove.

  7. Click Save.

Deleting Custom Views

You must have the Create Views capability to delete a Custom view.

When you delete a Custom view, it is deleted for all subscribers of the Custom view. You cannot delete a Custom view that was created by another person.

To delete a Custom view:

  1. Navigate to the Search page (Enhanced Mode).

  2. Click the View drop-down list.

  3. Click next to the Custom view that you want to delete.
    A confirmation box appears.

  4. Click OK.

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