Adding and managing view groups

Capacity views are categorized based on different technologies into groups called View Groups. As an Administrator, you can create view groups in the Helix Capacity Optimization Dashboard.  Use the View groups tab of the Capacity views page to create and manage the view groups. The View groups table lists all view groups currently configured on your system and also shows the parent view groups they fall under. You can also add custom view groups from this page.

To access the View groups page, in the Helix Capacity Optimization Dashboard navigation pane, select    >  Administration  > Capacity Views  and click the View groups tab.

An example of the View groups page


Fields and options on the View groups page 

Field
Description

Main action menu

Export to Excel: Enables you to save the table as a Microsoft Excel file. 

View groups table

The table contains the following columns:

  • View group: Name of the view group.
  • Parent view group: Name of the parent view group.
  • Package: Name of the package that the view group is part of. For example: Custom, Core.
  • Creation date: The date on which the view group was created.

Child view groups inherit the package and access groups that are specified for the parent view group.

View group action menuDisplays the Edit view group, Delete view group, and Edit access rights option. You can edit or delete a view group only if the view group is a part of a custom package.
Add view groupClick Add view group to add a new view group to the view structure.

For more information, see the following sections:

To create a view group

  1. In the navigation pane of the Helix Capacity Optimization Dashboard, click Administration > Capacity views > View groups
  2. Click Add view group.
  3. In the Create view group page, select and enter values for the following fields:

    FieldsDescription
    View group nameA name for the new view group.
    Parent view groupSelect a parent view group for the new view group you are adding.
  4. Click Create.

To modify a view group

  1. From the action menu that is located next to the view group you want to edit, click Edit view group.
  2. In the Edit view group page, edit the name or parent view group for the view group. 
  3. Click Save.

To delete a view group

From the action menu that is located next to the view group you want to delete, click Delete view group.

Note

Deleting a parent view group deletes any view groups, views or pages under it.

To modify the access rights for a view group

  1. From the action menu that is located next to the view group you want to edit the access rights for, click Edit access rights.

  2. In the Grant visibility to access groups dialog box, select  the access groups this view group will be visible and have access to. The selected groups appear in the Selected access groups list.
  3. Click Apply.

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