Custom Views

Supervisors can create custom work views, process views, or event views, then assign them to individual users, or to members of specified groups and positions; these custom views are called system views. Users that have been assigned a system view automatically get a copy of the view in their view list, along with their own user-defined views.

System views are defined with the view wizard, in much the same way as user-defined views are created, by specifying a name, description, filter, sort, columns, etc. The view wizard, however, contains an additional dialog that is used to specify the resources, groups, or positions that will inherit the system view, as well as which characteristics of the system view can be modified by the users that inherit them.

Because the system view wizard is accessed via the application, creating system views is described in detail in the "Using Views" chapter in the Workspace User’s Guide.