Save View screen

Creates a custom view in Data Entities.

Figure: Save View screen

Save View screen

Prerequisites

How to Start

  1. Click Data Entities.

    Click Data Entities
  2. On the Data Entities Home screen, click Entities.

    Click Entities
  3. On the Entities screen, click an entity.

    Entities screen
  4. Click the Data tab.

    Data tab
  5. On the Data tab, click Filters Filters icon.

    Click Filters
  6. On the Filters screen, configure the filter criteria, and click Apply.

    Click Apply
  7. On the Data tab, click Save View Save View icon.

    Click Save View

Fields

Field NameDefinition

View Name
Description:
Specifies the name that shows for the custom view on the Entity screen > Data tab.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Set As Default View
Description:
Specifies whether the custom view shows as the default view when you open the Entity screen > Data tab.
Allowed Values:
  • On - Shows the custom view as the default view on the Data tab.
  • Off - Shows the standard view as the default view on the Data tab.
Default Value:
Off

Visible To
Description:
Shows who can view the custom view on the Entity screen > Data tab.
Allowed Values:
Read only.
Limitations:
This field is reserved for future use.

Save
Description:
Creates the custom view.