Using Saved Views (RIM)

Views allow you to save or “bookmark” your current columns, filters, and grid settings and return to this view with a single click. This article discusses using saved views in the Content Plan Hierarchy Viewer and the Active Dossier Viewer & Editor, although much of the functionality is similar to custom views in the Library.

Creating a View

After you’ve filtered the Active Dossier Viewer, Active Dossier Editor, or Content Plan Hierarchy Viewer grid and updated columns, click the Save View As button to create a new view. Enter a Name and Description, and select an Icon. Click Save to save the view.

When you save a view, Vault includes:

  • All applied filters, except View as Root (Content Plan Hierarchy Viewer only)
  • The columns in your grid, column order, column width, and whether cell text is wrapped or truncated
  • Whether inactive records are shown or hidden in the Content Plan Hierarchy Viewer
  • Whether Show Only Current and Show All is selected in the Active Dossier Viewer

Any user can save up to 100 custom views. A user with the Share Views permission can save 200 views.

Selecting a View

The view selector appears above the Name column in the grid. There are several ways to select a view:

  • Click to open the View drop-down and select a recent view or another available view
  • If you know the name of the view you want, type it into the View drop-down and select it
  • Click the pencil icon to the right of the View drop-down to open the view manager

You can only apply one view at a time, and you can only see the views that you have created or that have been shared with you. Users with the View Administration permission can apply any created views.

Selecting a View in the Content Plan Hierarchy Viewer

If you applied the View as Root filter before selecting the view in the Content Plan Hierarchy Viewer, Vault applies any filters saved in the view on top of the View as Root filter.

The next time that you open the Content Plan Hierarchy Viewer, Vault applies your last selected view for that content plan type. For example, if you apply a view while working in a report level content plan, Vault applies that view when you open a different report level content plan in the viewer, unless that view was deleted or you no longer have access to it.

About the View Manager

Click the pencil icon to the right of the View drop-down to open the view manager. The view manager shows all views to which you have access. In the view manager, you can:

  • See details for each view, including the description, owner, and icon
  • Filter to see only views you’ve created, views shared with you, or all views
  • Search to find views
  • Sort views by name, owner, created date, and last modified date
  • Select a view by using the radio buttons or clicking a view’s name
  • Click Clear Selection to remove the currently-applied view
  • Delete a view

Managing Saved Views

You can manage existing saved views in several ways. If you’re not already working in the view you want to manage, choose it from the view selector. Click the drop-down arrow on the Save View button. From this menu, you can:

  • Save View to update the existing view after making changes to column selections, filters, or grid settings; you can only make updates to views that you own unless you have the View Administration permission.
  • Save View As to copy the existing view and save the copy as a new view.
  • Rename the view and update the description and icon; renaming a view doesn’t save changes to columns, filters, or grid settings.
  • Share your saved views or views to which you have access with other users and groups in your Vault; if a view is already shared, you can also remove a user or group from the Recipients field in this dialog to revoke access. Only users with Share Views permission can share views.
  • Delete the view permanently; see details about deleting views below.

If you make changes to column selections, filters, or grid settings but you don’t save the view right away, Vault remembers your changes unless you navigate to a different record, remove the current view, or select another view.

Removing an Applied View

When a view is selected, its name appears in the View drop-down. Click the X icon next to the drop-down to remove the current view.

When you remove a view, Vault restores the columns and settings that you had before you applied the view, but not the filters. If you applied the View as Root filter in the Content Plan Hierarchy Viewer, Vault does not remove this filter when you remove the view.

Deleting a View

There are several ways to delete a view:

  • Open a view and select Delete from the Save View As drop-down menu.
  • Click the pencil icon next to the Views drop-down, locate the view in the dialog, and click the Delete View icon.

Note that only users with the View Administration permission can delete views that they don’t own.