About Views

A view lets you filter items and people on the Search page and in the Pathways Items and Pathways People portlets.

In general, you use your My Tags and Favorites & Contacts views to "recover" items and people, and you use the other types of views to "discover" items and people.

This topic discusses:

My Tags View
Everyone's Tags View
Favorites & Contacts View
Custom Views
Prescribed Views

My Tags View

You must have the View My Tags capability to have a My Tags view. The tag lists in your My Tags view contain tags that you have applied to items and people. Note, however, that these tags may have also been applied to items and people by users other than yourself.

Note: Search results in your My Tags view only include items and people to which you have applied tags. If your search query includes references to tags that you have not applied to items and people, those references will not return any search results.

You can use your My Tags view to:

• Create "bookmarks" for items that you access on both your work and home computers.
  To do this, apply tags to the items, then access your My Tags view from each computer.
• Maintain a changing record of items that are important to you.
  To do this, apply tags to and remove tags from the items, as desired. Access your My Tags view to see the items that you have tagged.

Everyone's Tags View

You must have the View Everyone's Tags capability to have an Everyone's Tags view. The tag lists in your Everyone's Tags view contains tags that anyone has applied to items and people.

You can use your Everyone's Tags view to:

• Browse documents that have been submitted by your peers.
• Gain an understanding of the concepts that are popular with users of your portal.

Favorites & Contacts View

You must have the Add Favorites and Contacts capability to have a Favorites & Contacts view. Your Favorites & Contacts view lets you browse only items and people that you have added to your Favorites and Contacts lists, respectively.  No other user can access your Favorites and Contacts lists. (In the Pathways Items and Pathways People portlets, the Favorites & Contacts view is divided into My Favorites and My Contacts views.)

You can use your Favorites & Contacts view to:

• Store an item without having to search for it again.
• Create a personal library of information that no other user can change.
• Organize and retrieve contact information for the people that you interact with regularly.
  
  You can click a person's name to view their contact information. Add a person to your Contacts list to quickly access their contact information.
• Find a subject matter expert.
  
  To find a subject matter expert on the Search page, create a search query describing the characteristics of the subject that you want to learn more about. After the search results appear, click the People tab. The people who have the most expertise on that subject appear at the top of the search results.

To add an item to your Favorites & Contacts view, find the desired item in your search results and click Add on the row of that item. On the Search page, access your favorites by choosing Favorites & Contacts from the View drop-down list, then clicking the Items tab. (To view all of your favorites, choose the Favorites & Contacts view, then perform a search with a blank search query.)

To add a person to your Favorites & Contacts view, find the desired person in your search results and click Add on the row of that person. On the Search page, access your contacts by choosing Favorites & Contacts from the View drop-down list, then clicking the People tab. (To view all of your contacts, choose the Favorites & Contacts view, then perform a search with a blank search query.)

Note: Tag clouds in your Favorites & Contacts view only contain tags that have been applied to items in your Favorites list and people in your Contacts list.

Custom Views

You must have the Create Views capability to create a Custom View. Custom views are views that you can create that are windows into the My Tags views of one or more other people (members). When you use a Custom View, you can easily discover the documents and people that have been tagged by those members.

You can use Custom Views to:

• Have easy access to the constantly-changing set of documents that are used by your coworkers.
• Gain an understanding of the concepts that are popular with your manager.

For details, see Working with Custom Views.

Prescribed Views

You must have the Create Views capability to create a view, and the Prescribe Views capability to prescribe a view. Prescribed views are Custom views that you assign to one or more people (subscribers).

You can create Prescribed views to:

• Provide the manager of a different department with easy access to the documents that are being used by your direct reports.
• Provide your employees with a list of people whom you determine to be subject matter experts.
• Provide views to people outside of your organization who do not have the ability to create their own views or have a My Tags view.

For details, see Working with Prescribed Views.

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