View - Properties Page

Right-clicking an existing view allows you to perform actions on the view, such as Edit, Rename, Save As, and Delete. You can also see these actions by selecting a view and using actions on the view properties page, both of which are shown here.

Feature	Description	How to use it
Edit	Allows you to edit the view. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Click Edit
Rename	Renames the view. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Select the view and click Rename
Save As	Creates a copy of the view	Click Save As, and then type a unique name
Run	Opens the view in runtime	Click Run
Run with Parameters	Allows you to specify any values for the parameters of the view before running it.	Click Run with Parameters, and then specify one or more values to run the view
Check In	Makes the view available to other people	Click Check In
Check Out	Checks the view out for you to edit	Click Check Out
Design a new Form	Opens the Form Designer with the information of the view pre-populated	Click Design a new Form
Generate a Form	Automatically generates a form linked to the view	Click Generate a Form
Delete	Deletes the view. If you don't see this option you don't have delete rights. For more information on the different rights, see the Authorization topic.	Click Delete
Cancel Check Out	Cancels the check out action, in other words reverts the view back to its previous state	Click Cancel Check Out
Move To	Use this to move a view to another category. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Select Move To from the menu, browse to the category where the view must be moved to and select OK
Security	Opens the Security dialog where you can grant people View and Security rights to the view. For more information on the different rights and how to assign them, see the Authorization Overview topic.	Click Security
Properties	Opens the Properties page where you can see the view details and actions	Click Properties

If you use a "Runtime Only" license, only the Run option is available. To identify the type of license, go to Management Site > Licenses and check what type of license is used for SmartForms.
To make changes to a view you need to check out the view first. A checked out view is not available for editing by other users and needs to be checked back in for other users to see the changes made.

Save As

The Save As action allows you to create a duplicate view with a different name. This allows you to create multiple views that are more or less similar in design, but without designing them from scratch.

Feature	Description	How to use it
New Name	The new name given to the duplicate view	Type a new, unique name
New Description	The new description given to the duplicate view	Type a new description (optional)
Select Category	List of categories available where the new view can be saved	Select a category from the list or click on the ellipsis next to the category to create a new category
Check In	If you select Yes, the view is checked in when saved and is available for use by other users. If you select No, the view is still available for you to edit, but other users won't have the ability to use it yet	Select Yes if the view must be checked in and be available for use by others

Generate a Form

The Generate a Form action allows you to automatically create a form linked to the view. The form is pre-populated with the view details.

Feature	Description	How to use it
Category	The category where the form is to be created	Click on the ellipsis and select a category
Form Name	The name of the form	Type a unique name
Save the Form	Saves the form	Select the option you need
Save and edit the Form	Saves the form and opens the Form Designer to in edit mode	Select the option you need
Save and view the Form	Saves and opens the form	Select the option you need
Form Behavior	Determines the rules to create for the form	Select the options you need