Defining Default User View

Details

In R2, while creating User View profiles, you can set a User View profile as default, which will be displayed as the active User View with the saved settings on opening the respective window.

While creating User View profiles, you can set a profile as default by selecting the option Default (as shown in Fig 1.0). Refer the below steps for creating Default User View Profiles.

Fig 1.0

Steps to define Default User View Profiles (Logged-In User Level)

1. Access the R2 feature window in which User view profiles has to be created.

2. Set the status and values for the filters/search criteria, which has to be saved.

3. In the User View field, type in a Name in which the filters/search criteria need to be saved.

4. Select the option Default, if the created user view has to be set as default for the logged in User.

Note : The User View set as Default for user level will be displayed as the active user view, when same user (who has created the user default user view) accesses the respective window.

5. Click on the For Me button next to the User View field to save. Saving User Views for All Users (System Level)

Note : The option "System" will be visible and available for use only if the logged in user has Administrative rights.

1. Access the R2 feature window in which User view profiles has to be created.

2. Set the status and values for the filters/search criteria, which has to be saved.

3. In the User View field, type in a Name in which the filters/search criteria need to be saved.

4. Select the option Default, if the created user view has to be set as default as System Level.

Note: The User View which is set as Default for system will be displayed as active User View field for the all the Users who does not have a default User View saved at User level.

5. Click on the drop down arrow next to the For Me button and select the option For System to save.

Points To Note

• On accessing a window, system will display the default profile created for the logged-in user as the active profile. If no default User View profiles are found for the logged-in user, then the system level default profile present for the window will be displayed as the active user view profile. If default User view profile is not found for Logged-in user as well as the System Level, then blank user view profile will be set as active profile by displaying the settings present when the window was last exited.

• You can also set the Blank User View profile as default (User View profile with no name), by which when the respective window is opened system will display the Blank User View profile displaying the Filter Settings, Search Criteria and values (as applicable) present when the window was last exited.