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Allowing Users to Select a Specific View Using View Selector View

Use the View Selector view to select a specific view of the results from among the saved views. When placed on a report, the View Selector appears as a drop-down list for users to select the specific result view they want to see.

To add or modify a View Selector view

  1. In Siebel CRM On Demand Answers, create or modify the report with which you want to work, and then perform one of the following actions:
    • To add a new View Selector view, navigate to the Create Layout page, click the Add View button and select Advanced > View Selector from the Views drop-down list.
    • To edit an existing view selector view, navigate to the Create Layout page, find the View Selector view, and then click the Edit View button for the view selector view.

      The workspace shows the View Selector view.

  2. (Optional) Type a caption for the View Selector and indicate where the caption should appear relative to the View Selector.
  3. Make your selections for view choices to include in the View Selector.

    Select views from the Available Views box and move to the Views Included box.

    In the Views Included box, click the Rename button to rename a selected view.

    NOTE: The None view shows the selector only.

  4. Select the Display Results check box to preview the View Selector view.
  5. Click OK to return to the Layout Views page. Use the following buttons to move around and position the View Selector view (and other views, as required) on the page:
    • Move View Right button - select this button to move the View Selector view across the page to the right.
    • Move View Up or Move View Down button - select this button to move the View Selector view up or down the page.
    • Format View button - select this button to format the appearance of the View Selector view. You can specify Cell, Border, Background, and Additional Formatting Options (Width, Height, Indent, Right Padding, Top Padding, Bottom Padding) here.
    • Edit View button - select this button to edit the View Selector view.
    • Delete View button - select this button to delete the View Selector view.
  6. When you are done, you can Save the report with the View Selector view.

Published May 2008