Adding and managing view groups
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:
Child view groups inherit the package and access groups that are specified for the parent view group. |
View group action menu | Displays 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 group | Click 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 | To modify a view group | To delete a view group | To modify the access rights for a view group
To create a view group
- In the navigation pane of the Helix Capacity Optimization Dashboard, click Administration > Capacity views > View groups.
- Click Add view group.
In the Create view group page, select and enter values for the following fields:
Fields
Description
View group name
A name for the new view group.
Parent view group
Select a parent view group for the new view group you are adding.
- Click Create.
To modify a view group
- From the action menu
that is located next to the view group you want to edit, click Edit view group.
- In the Edit view group page, edit the name or parent view group for the view group.
- 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.
To modify the access rights for a view group
- From the action menu
that is located next to the view group you want to edit the access rights for, click Edit access rights.
- 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.
- Click Apply.