Creating Application Views

To create an applications view:

  1. Click the Views tab.
  2. In the right pane, click the Create View button.
  3. In the Custom Views dialog box, configure View Properties:
    • Set the View Type to Application.
    • Type a name in the View ID box using only alphanumeric characters.
    • To display the view hierarchically under one of the existing views, select a view from the Parent View drop-down list. To display the view at the root level, set the drop-down list to blank.
    • Type a short description of the view in the Description box and select its Language from the drop-down list. The description will be used as the label for the view in the left pane of the WorkSpace window. To add additional languages for the label, click the plus icon and repeat.
    • At the bottom of the dialog box, click the Next button.
  4. In the Processes section, select checkboxes for each of the processes you want to include in the view.
  5. In the Assigned Roles section, select checkboxes for each of the roles you want to be able to use the view.
  6. In the View Properties section, do the following:
    • To make the view hidden in the WorkSpace window, select Is Hidden.
    • To make it so users cannot edit the view, select Is Read Only.
    • Click the Next button.
  7. To close the Custom Views dialog box, click the OK button.