Views user Interface

This service is named views and allows to configure the Transactions and Work Items display.

To see the Views menu entry on the Portal, you need to have the permission views=view.

Note

If you have the permission views=*, you can have access to all the functions mentioned below.

List the views

To read all the views, you need to have the permission views=read. Otherwise, you cannot read the data.

If your permission has values like this: views=read('View 1', 'View 2'), you will only see the views View 1 and View 2.

You can visualize a view by clicking on the eye button on the line associated with the view.

Edit the views

To edit the views, you need to have the permission views=edit.

Double click on the view associated line to access the edit form. You can update the view’s name and description.

Warning

The view’s name and the English description are mandatory and cannot be empty.

You can type a view: Transactions or Workflow Tasks. According to its type, the view is used either by Transactions or by Workflow Tasks.

You will also be able to edit the XML definition (more details here). It is validated on the save by the Views service configuration loader.

The view is not saved if the XML is invalid.

Warning

If you update the service’s database (eg: create a new view, update a view …), you’ll need to restart the Transactions service using the service lifecycle header to take the changes into account.