Managing Custom Views

Managing custom views involves:

  • Modifying views
  • Deleting views

To modify custom views, follow these steps:

  1. On the view card, click Managing Views Icon Vertical Ellipsis .
    The options to manage the view appear.
    Managing Views List
  2.  Click Modify.
    The <Business Assets> Views page appears.
    Managing Views Business Asset Views
  3. Modify the required properties (name, description, and global view) of the view. Also, modify the <Asset_Name> Criteria as required.
    You can also modify the order of the conditions configured in a criteria set. Click Managing Views Icon Vertical Ellipsis for a criteria and use the following options:
      Move up
      Use this option to move criteria up within the business asset set.
      Move down
      Use this option to move criteria down within the business asset set.
      Remove
      Use this option to remove criteria from the business asset set that is no more required.
  4. Apart from modifying the existing criteria set, you can add multiple criteria sets. To add criteria set, click Add Criteria Set.

  5. Click Save.

The changes made to custom view are saved and the results based on the updated configuration are available on the Custom Views page.