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Create user interface views

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If you are an administrator or have the necessary security privilege, you can create a new user interface view. You can create an entirely new user interface view, or choose an existing user interface view as a template and make any necessary adjustments to it.

To create a user interface view

  1. In the Administration Home page, click Manage User Interface views.

  2. Click Create User Interface View at the top left of the Manage User Interface views page.

  3. In the Copy from Existing User Interface View dialog, choose New User Interface View to create a brand new user interface view, or select an existing user interface view to use as a template for the new view.

    Tip: Search lets you search for specific user interface views. Enter your search criteria in the Search for field. Click Search. The page displays all user interface views that meet your specifications.

  4. Click OK.

  5. In the Content tab, do the following:


  6. In the Activity Editing tab, select the content that users can edit in the Activity Page. Marking the check box ensures that the user can view and edit all data related to the item. Leaving a check box empty ensures that data related to the item will be available for a user to view, but not to edit, after opening the Activity page. Marking the check box of all categories except Activity Codes and User Defined Fields marks the check boxes of all options under the category.

  7. In the Users tab, assign users to the user interface view. Select users either from Users without a User Interface View group or Users with a User Interface View group, then click right arrowto add them to the Selected Users column. To select more than one user, hold down the Ctrl key on your keyboard when selecting users. You can assign a user to only one view. To remove a user from a user interface view, select the user in the Selected Users Column, then click left arrowto put them back in the Available Users list.

  8. To allow a user to edit their personal view settings on the View Preferences tab, mark the Allow Editing checkbox next to the user.

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