Adding a View preset selector to a view

Types of view presets in View preset selector

BMC Helix Innovation Studio supports the following types of view presets:

• Shared view presets—These view presets are created at design time and can be modified only at design time. You can customize the shared view presets at runtime, and save the changes as custom view presets. You can also save the shared view preset as a custom view preset by renaming the view preset.
  By default, the first shared view preset is applied when you open a view.

  Important

  You cannot delete or update a shared view preset at runtime. 

• Custom view presets—These view presets are defined at runtime. You can create, update, rename, and delete the custom view presets after the view is loaded. 

To add a View preset selector to a view

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application, on the Views tab, and click the name of the view definition on which you want to use view presets.
3. From  Palette, drag the View preset selector  component  to the canvas.

4. In the Properties  pane, click  Settings  , and then specify the properties:

   Property	Description	Example
   Name	Enter a name for the preset selector.
   View preset names	Add one or more names of the view presets that you want to display on the View preset selector at runtime, and then click Add to list.
   Enable sharing	Use the toggle key to turn sharing of the custom view preset on or off.
   Available on devices	From the following device options, select the devices on which the component should be visible: Desktop Mobile Tablet By default, all three options are selected.
   CSS classes	Defines the style of the component.  For more information, see CSS-classes-used-in-View-designer-components.

5. Click Save. 

To use a shared view preset in view components

You can use a shared preset selector in a Record grid component. For more information, see To use the preset selector in a record grid.

To create a custom view preset at runtime

You can customize a view preset condition at runtime and save it as a custom view preset to the View preset selector. 

1. Log in to the application where you have a view with the View preset selector component. 
2. On the view, update the view preset condition.
   For example, you can customize the view preset condition for a Record grid by changing the width of the column, and sorting the column in an ascending format. 
3. To save the updates as a custom view preset, click Save as. 
4. In the Save as dialog box, provide the name for the new custom view preset, and click Save.
   The custom view preset is saved to the View preset selector.

You can rename or delete the custom view preset. You can also discard the customizations made to the view preset.

The following video displays an example of creating and adding a new custom view preset to the View preset selector:

To share or delete a custom view preset at runtime

You can only share custom view presets that are created by you.  

1. Log in to the application where you have a view that has the View preset selector component. 

2. On the view, select the custom view preset that you want to share with the recipients, and click Share. 

   Important

   The Share option is visible only if you have selected the Enable sharing toggle while configuring the View preset selector component.

3. In the Share dialog box, in the Share preset with field, enter the name of the recipients with whom you want to share the custom view presets.

   Important

   You can share the custom view presets with a maximum of 100 users. 

4. Click Add.
5. (Optional) To remove the recipients from the list, select the name of the recipient, and click Remove.
6. Click Save.
7. (Optional) To view the custom view presets shared with you, from the preset selector, click Shared with me. 

8. (Optional) To delete the shared view preset, select the shared view preset, and click Delete. 

   Important

   If you delete a shared view preset, it is deleted for all recipients. 

The following video displays an example of sharing the custom view preset with multiple users: