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XTRF Home Portal Overview

View dropdown menu

Click on the View menu to display a list of existing views. It consists of two sections:

  • Views that are shared with you (preconfigured views plus those created by other users and shared with you).

  • Your views (created by you, private, and shared). This section will not be displayed if you have not created any views yet.

The current view is highlighted in bold.

In the Views section, next to each view, you can see these action icons:

  • copy.png – copy.

  • Edit.png – edit.

  • Bin.png– delete.

drop-down.png

You can only edit and delete views that you have created. If you want to edit a view that has been created by another user, copy the view, make the necessary changes, and then save it as your own view.

The preconfigured views can only be modified or deleted by admin users. To learn how to do this, see the General configuration - Views article.

The number next to the View dropdown menu shows the total number of entities. If you select a specific view, you will see the number of entities displayed in the current view compared to the total number.

To create a new view, click the Add New View button. For details, see the Create a new Smart view guide.

To permanently change some details in the existing view, click the Edit.png icon and edit the view.

In edit mode, additional action buttons are displayed at the top of the page.

Edit_view.png