Saving Views
The
Classification Update
screen can be used to save frequently performed filters. This dramatically reduces the amount of time a user may spend attempting to manually set the same parameters. Once a view is saved, the user can come back to it the next time an update needs to be run. Views can also be saved on a group level and shared with other users within the same client partner.To save a view, enter all data elements required to run for the update. Once the
Classification Update
screen is configured for the update, click Save View
.All column filters, values, modified fields, and added fields will be saved to this view.
Clicking
Save View
opens the Save Settings
pop-up, which will request the user to enter a name for the new view. The more descriptive the name is, the easier it will be to differentiate between other views.If the
Share this search with all users
box is checked, the view will be visible and made available to all users within the client partner. If the box is unchecked, the view will remain private and visible only to the user who created it.