Managing Views

Views determine how charts are displayed in OrgPlus Enterprise. A view contains all the formatting parameters used to render a chart. You can create multiple views within each domain, and use each view to satisfy different user requirements. For example, you can create views for retirement planning, salary rollup, and headcount analysis within a single domain.

You can create views by using either a blank template or by uploading a template. You can create and edit templates using either OrgPlus desktop software or OrgPlus Enterprise Modeler.

Notes: Before you can create a chart view, you must setup and configure one or more domains. See Domain Configuration for more information on how to create domains.

You can modify some view properties in OrgPlus Enterprise. However, you must have OrgPlus desktop software or the OrgPlus Enterprise Modeler installed on your computer to create and edit view templates.

To create a new view:

1 Click Domains in the Admin Explorer to view all available domains.

2 Click the plus sign to expand a domain.

3 Click Views to display the Views page for the selected domain.

4 Click the Add button to open the Add View page. The new view is automatically Enabled.

5 Type a View name to replace the default name.

6 To make the view available to all users, select the option to Add to all roles.

7 Leave the option Blank template selected to choose which fields you want to include in the new view, and go to step 8.

OR

Select Existing template (which disabled the Fields options), and click the Browse button to locate the template you want to use.

8 If using a blank template, select the fields you want to include in your chart boxes in the Available list, and click the Add button. To include all available fields, click the Add All button.

9 To change the order in which they appear, select a field in the Show box, and click the Move Up or Move Down button.

10 Click OK.

To delete a view:

1 In the Admin Explorer, click Views within a domain.

2 Click the Delete checkbox associated with the views(s) you want to delete.

3 Click Delete.

4 When prompted, click OK to confirm the deletion.

To rename a view:

1 In the Admin Explorer, click Views within a domain.

2 Click a view name to open the Edit dialog box.

3 Update the view name and click OK.

To edit a view:

1 In the Admin Explorer, expand a domain’s Views list by clicking the plus sign.

2 Select a view to display the view’s Properties page.

3 Click Update when finished.