Creating and Assigning User-Defined View Templates to Users

Much like custom toolbars, you can define a view for a window and assign that view to a template. You can then assign that template to a set of users so they all have access to the same view. For example, at your site you might decide that you want all users of a particular window to have access to a set of user-defined views.

Create a template to include all the views for various windows to assign to your users. You can then assign users the template and they receive all the views for different windows at once. Templates save you time in setting up your users with what they need in each window.

You must be assigned the SOLAR.UD.VIEW.ASSIGN authorization key to create and assign templates to users, however, any user can be assigned to a template.

To assign a view to a user without creating a template, see Assigning User-Defined Views to Users.

Note: Users may need to close the window or log off and back in to Solar Eclipse to see the change and use the new views assigned to them.

To create and assign user-defined view templates to a user:

  1. From any window that has different views, click the icon in the upper right corner of the table and select User-Defined View Maintenance from the list.

You can also access User-Defined View Maintenance by selecting User-Defined View Maintenance from the menu that you use to change views in the window.

  1. From the Templates menu, select Create Template.

  2. Enter the name of the template and click OK. For example, if you are creating a template of views for your accounting supervisors, name the view ACCT.SUPERVISOR.

  3. From the Templates menu, click Assign Users To Template and select the template you created in step 3.

  4. In the User field, enter the system IDs of the users to which you want to assign to the template. Each user that is assigned to the template can see the views that you add to the template.

  5. Click OK to return to the User-Defined View Maintenance window.

  6. Assign a view to the template.

See Also:

Assigning Templates to User-Defined Views