Saving and Publishing Views / Filters

Saving Views / filters is a very useful feature. It can be applied to any type of view (worksheet, Graph, Report). It is also used to save standalone filters.

In order to save the current View / Filter, select ‘Save’ or ‘Save As’ from the File menu or click on the following button from the Navigation Toolbar:

The following dialog will then be displayed :

• The Filter/View Description is the minimum required information to be able to save a Filter/View.

• Published for list box allows you to publish the Filter/View for other users. The list contains all available users and groups including the special group *PUBLIC . This group includes automatically all users. This means that, when *PUBLIC is selected, the Filter / View will be published to all users.

• Check "Lock view definition" if you allow only the owner of this view being able tof modify this view.

• Type "Owner" user profile that will have full access to this view.

• Check "Hide this view for all users" if you allow only the owner of this view being able to see this view listed in the command center.

Options
Prompt On Open
• Default to open the startup prompt as defined in the process
• None to open the startup prompt as defined in the process
• Specific to open a specific prompt window when opening this view
• Info Page to open the info page instead of this view. The view could then only be opened from the info page.

Check Always display information page on open if you wish to display more information to the user when opening this view.

View type and filter

• Check "Filter only" to create only a filter.

• Check "Filter from active window" to save the view with the current filter displayed in the active window of the saved view.

• Cancel the operation and close the dialog using the Cancel button.

A "Save as" option is also available from Nectari main menu "File / Save as" .

Publishing views does not override column level security. In other words, if you publish a view that contains columns which other users are not authorized to, they will not see these columns although they would be able to open your view.

Security and Autorization Rules with Respect to Views
Rule 1: When the connected user is a security user or the process owner the user can perform all functions on the view.

Display	Rename	Save	Delete	Publish	Lock	Change Owner	Hide	Change Options	Change View Type
Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Rule 2: In addition to the authorization levels of the connected user for a specific process, if the user profile has the authorization level full control over process' views or is the view owner, the user can perform the functions on the view based on the authorization levels defined for him on the process that the view belongs to.

Display	Rename	Save	Delete	Publish	Lock	Change Owner	Hide	Change Options	Change View Type
display level	change level	change level	delete level	change level	change level	change level	change level	change level	change level

Rule 3: When none of the previous rules apply and the view is locked the user can save or rename the view only if the view is exclusively published to him and the authorization levels defined for him on the process that the view belongs to allows it.

Display	Rename	Save	Delete	Publish	Lock	Change Owner	Hide	Change Options	Change View Type
display level	change level	change level	-	-	-	-	-	-	change level

Rule 4:When none of the previous rules apply, the user can only perform tasks as defined by the authorization levels assigned for him on the process that the view belongs to. To summarize, this rule will only apply when: the view is not locked; the user is not a security user; the user is not the process owner; and the user does not have the full control over process' views authorization.

Display	Rename	Save	Delete	Publish	Lock	Change Owner	Hide	Change Options	Change View Type
display level	change level	change level	delete level	-	-	-	-	-	change level