Select View Window For Drilldown Views

 

Available Views – Click a view and then click OK to make it your drilldown view.

  • By default, all global, shared, and personal views will display in the window. You can search to find a particular view or use the filter tool to look up only certain views (See Search and Filter Features).

  • To sort this list of views, click the Name, Type, Owner, or Last Updated column heading. Click a sort icon to change between ascending and descending order. To rearrange the list, click a column heading, drag it before or after another column heading, and drop it at the new location.

  • At the bottom of this section (you may need to scroll down), there is a count of how many views are displayed in the window. There are paging arrows to move between pages of views. Arrows are active only when more views exist than can be displayed in a single page of this section.

OK – Click OK after you select a view to make it the drilldown view.

Cancel – Click Cancel to close the window and cancel your selection.

Search and Filter Features

Optionally use the search and/or filter features (section marked ‘3’ in following image) to look for particular views. By default, all global, personal, and shared will display in the window.

Search – Enter all or part of the name of the view(s) you are searching for and then click the Search  button to execute the search.

Filter – Click the provided button  to use the filter feature. It acts as a toggle to show or hide the filter feature. Use the Global, Shared, and Personal checkboxes to the left of a user’s name to indicate whose views you want to see (users with selected checkboxes will be included in filter results). The checkboxes next to the Global, Shared, and Personal headings are toggles that select or deselect all Global, Shared, or Personal views of all users at one time (for example, if the Personal heading checkbox is selected, all Personal views of all users will display in the window). At the bottom of the filter section (you may need to scroll down), there is a count of users. There are paging arrows to move between pages of users. Arrows are active only when more users exist than can be displayed in a single page of this section.

Note: The filter toggle will be red  if a filter has been applied.