Active Roles 7.3.1 - Web Interface User Guide

Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow

Using personal views

Using personal views

In the Web Interface, you can use search or filter queries to locate directory objects. To create a query, you specify a set of rules that determine the contents of the resulting list of objects. You can, for instance, specify that only user accounts held in a particular organizational unit should be listed. In addition, you can adjust the set of columns and the sort order in the list of search or filtering results.

The ability to locate the objects you target is crucial as you need to focus your attention on only those objects that apply to the task you are performing. However, creating a search or filter query that displays the objects you are interested in for a particular task can be time-consuming. Personal views provide a way for you to save that work. Once you have created a query that displays just the objects you need, you can provide the query with a name and save it to use later. That saved query is a personal view. Each view saves the following settings that you specify: the container to search or filter; the search or filtering criteria; the set of columns and the sort order in the list of search or filtering results.

Creating a personal view

Creating a personal view

Personal views are like search or filter queries that you have named and saved. After creating a personal view, you will be able to reuse it without re-creating its underlying search or filter query. To reuse a personal view, click the name of that view on the Views tab in the Browse pane. The Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view.

To create a personal view

  1. Do one of the following:
  2. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  3. In the dialog box that appears, type a name for the personal view, and then click Save.

Changing a personal view

Changing a personal view

The personal views that you created are listed on the Views tab in the Browse pane. When you select a view in the Browse pane, Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view. At this point, you can make changes to the search or filter criteria, set of columns and sort order, and then save the changed settings to the selected personal view or create a new personal view based on the changed settings.

To save the changed settings to the selected personal view

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, don’t change the name of the view. Click Save.

To create a new personal view based on the changed settings

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, type a name for the new personal view and then click Save.

You can also rename or delete personal views.

To rename a personal view

  • On the Views tab in the Browse pane, click the Edit button next to the name of the view, type a new name, and then press Enter or click the Edit button once more.

To delete a personal view

  • On the Views tab in the Browse pane, click the Delete button next to the name of the view.

 

Performing Management Tasks

Performing Management Tasks

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