Configure Views

In addition to the functionality described in Manage Custom Views, administrators can configure and manage all views, even other users' private views.

For example, if someone in your company takes over another person's role or responsibilities, an administrator can assign a private view to another user. Likewise, a private view that one user creates may be helpful for other users. An administrator can set the view to be shared.

By default, views display in the view panel of screens such as the Asset Browser in alphabetical order. This order is configurable. (However, the categories always display in alphabetical order.)

For advanced use cases, administrators can modify the SQL query of a view.

To control who can see a view:

  1. On the Dashboard, in the Configuration menu, select Manage Views.

    The Manage Views screen displays all views in your database.

  2. To limit a shared view to a user, set Owner to that user.
  3. To make a private view available to all users, clear Owner. (That is, select the blank row at the top of the list of users.)
  4. To change who can see a private view, update the Owner.
  5. Click Save or Save and Close.

To configure the order of views:

  1. In the Manage Views screen, filter the views by Type and Category as required. See Filter Data in a Data Grid.
  2. Enter a number in Seq for each view.

    Note: Views without a sequence number display at the top in the applicable view panel. Views with a sequence number are sorted from lowest to highest number. If multiple views have the same sequence number, they are sorted alphabetically.

  3. Click Save or Save and Close.

To modify the SQL query of a view:

  1. In the Manage Views screen, select the view.

    Important: LandTrack Systems recommends that you test query modifications on a copy of the view. Any errors in the query script will make the view unusable.

  2. Modify the SQL Statement as required. You can include sort ordering in the query, but this sorting can be overridden in the data grid when a user views the data.
  3. To test the query:
    1. Click Test Query.

      A status message displays whether the query can be executed. If not successful, the message displays error details.

    2. Click OK.
  4. To preview the appearance of the view, click Preview.

    The preview displays in the bottom-right corner of the Manage Views screen.

  5. Update the Comment. For views configured using a SQL script, the tooltip in the views panel only displays the comment. Use the comment to describe the view's filters and sort order.
  6. Click Save or Save and Close.