View Settings: User Run-Time Views - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Contracts Help (3.02)

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EcoSys Standard Version
3.02

User Views refers to the ability of a spreadsheet viewer or User to save one or more runtime customized views of a spreadsheet. It is available only for reports/spreadsheets in which the designer has explicitly enabled one or more of the customizable features: grouping, sorting, row filtering, column visibility or display changes.

Saved views do not contain data, only display related information. They are saved per user, per report or spreadsheet. There is not a hard limit to the number of views a user may save.

Once a view is saved, the view may be shared with other users. A shared view is a unique copy and not attached to the view from which it originated. Once a view is shared it may be renamed and edited. These changes are unique to the user that owns the new 'copy' that was shared to him or her by another EcoSys user.

User view options are available only when a report/spreadsheet is run from a menu, they are not available in preview mode from within the spreadsheet definition area (configuration area). Also, the options display only if the designer has enabled at least one of the available dynamic options: group, sort, row filtering, and column visibility or display options. To access these menu options, click the upper left rectangle (hamburger icon) on the green options bar:

  • Open View

  • Save View

  • Save View As

  • Manage View

  • Restore View to Default Settings

  • Hide (or Show) View Settings

Open View

As the name implies, the Open View option allows the user to open a previously saved view. Select the view name and click OK to run the report/spreadsheet with the view options applied or click Cancel to close the Open View pick list.

Save View

Save View acts as a short cut and will show the name of the last view and save changes to it. If no named view exist it will prompt the user for a name. View names may be 120 characters long, including spaces.

Save View does not ask for user confirmation if a view name already exist. It will overwrite the active view.

Save View As

Save View As prompts the user for a new view name. The view name may be a maximum of 120 characters long, including spaces. Click OK to save or Cancel to return to preview of the report without saving.

Manage Views

Manage Views allows a view to be renamed, deleted or shared.

The Share option brings up a pick list of users on the system. You may only share with one user at a time. If you want to share the view with multiple users, repeat the Share View option for each user.

Sharing creates a copy of the view to the other user's view list. It is saved with the name displayed at save time plus 'from user' where user is the ID of the user that shared the view. For example, user admin shares a view named Capital Projects By Location. This displays in the new user's list of views as: Capital Projects By Location (from admin). The shared view is an independent copy and may be renamed and modified, by the new user, without impacting the original.

Restore View to Default Settings

This option resets the current data preview to the original design options selected by the designer. It automatically reruns the report/spreadsheet, refreshing the current view to reflect those original options.

Hide/Show Controls

This menu option toggles the view settings to display or hide. When set to 'show' the configurable view options appear at the top of the preview window. Tabs available are dependent on options enabled by the designer at design time. One or more of the following tabs may appear: Group & Sort, Filter, Columns and Format.