Inspecting a View

From the View inspector, you can view and edit information about the view.

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video icon Creating Views and Viewpoints.

To inspect a view:

  1. From Views, find a view that you want to inspect.
  2. In the Actions column for the view, click ellipsis button, and then select Inspect.
  3. Select from the options available on these tabs:

    • General: Click Edit to change these view settings:
      • Summary: Change the name, description, or status for the view. See Understanding the Lifecycle of Data Objects and the Data Chain.
        • Active—When a view is created, its status is set to Active.

        • Archived—When you no longer need a view, you can set its status to archived. See Archiving and Deleting Views.

      • Display: Specify which users are able to see this view on the Views page. See Configuring How a View is Displayed in the Views List.
      • Requests: For certain request types that are created for the view, you can specify whether the request description is required to be manually entered (for example, to capture a business justification for the request) or automatically generated:
        • Defaulted: Request descriptions are automatically generated for all request types but can be optionally overwritten by users.
        • Required: Request descriptions are automatically generated only for request types that can be auto-submitted (Subscription, Import, and Load).

          For Interactive and Consolidation requests, users must enter a description before these request types can be submitted. Use the Placeholder field to customize the instructional text that is displayed in the description field on a request (for example, to enter a short description of the information that users should include in the request description).

      • History: Displays information about the view creator and the last person to modify it.
    • Viewpoints: You can:

      Note:

      By default, archived viewpoints are not displayed. To display archived viewpoints, click display archived views button, and then select Show Archived. You can select this option again to display active viewpoints only.
    • Time Labels: Create and edit time labels for the view. See Creating, Editing, and Deleting Time Labels.
    • Compares: Create and edit compare profiles for the viewpoints in a view, see Creating, Editing, and Deleting Compare Profiles.
    • Permissions: Set up user and group permissions for the view, see Working with Permissions.