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.