Creating custom Admin Views

Create an Admin View to view and edit the field values and associations of an object.

Defining an Admin View

An Admin View definition contains information about an object that an administrator can view and edit.

Before you begin

Determine the Admin Views that you need.

If you define multiple Admin Views for an object type, see Controlling which views are displayed to users.

About this task

Each object type can have one or more Admin Views that are enabled.

Custom views can be edited. System views open in read-only mode and the Design tab is hidden.

Procedure

Click Open Administration menu > Solution Configuration > Views.
Click New View.
Enter a Name. Allowed characters are A-Z, a-z, 0-9, underscore, hyphen, and spaces. Special characters are not allowed.
The Name that you enter is copied to Label.
Optional: You can either leave the Label as a copy of Name, or you can enter a new Label.
Click Edit to enter localized values.
Enter a Description.
For the type of view you want to create, select Admin in Type.
Select an object type in Object type.
If you started creating a new view by clicking Copy view in View Designer, Copy from view doesn't appear and you can continue to the next step.
In Copy from view, click Select a view to start with a base view that you can modify. If you do not select a view to copy from, the new view is empty with just the minimum properties.
You don't have to copy from the same type of view that you want to create. For example, you can choose to copy from an Admin View even if you want to create a Task View. When you copy from a different view type, only compatible sections are copied to the new view. For example, not all view types have a Parent and child relationships section.
1. Click the Filter by drop down and select the type of view that you want.
  You can also use the search to find a specific view.
2. Select the view that you want to copy from.
3. Click Select.
Leave Enabled selected.
Select Use as default view for this object type for all profiles to make the view the default view for the object type.
If you didn't select Use as default view for this object type for all profiles, you can click Rules and specify the criteria that determines the view that is displayed to a user.
1. Set View Priority to determine the order in which to display views.
  If multiple views are available for a user after the profile, enumeration, and user rules have been checked, View Priority determines the view that is displayed to the user. The view with the lowest value is displayed first. For example, 0 is displayed first, then 1, then 2.
2. Optional: In Profiles (if not specified, view is valid for all profiles), select one or more profiles.
Click Create.
The View Designer opens with the Design tab displayed.
Design the view. For more information, see Defining and publishing views with the View Designer.
Click Preview to review the view.
Click Publish.
Test the view. Every time that you change the view or the rules, you must publish it and retest it.

What to do next

If you need to change the rules after a view is saved, click Edit view icon .

Associating objects by using Admin View

You can associate objects using the Parents and Children sections of Admin Views. By default, parent and child relationships are automatically added to an Admin View at run time for object type relationships in the profile.

About this task

Depending on the object type, you might be able to link multiple parent or child objects to it. For example, a Risk object can have multiple parent objects, such as Control Objectives and Risk Assessments, child objects such as Controls and Issues, and files and links. Associations can be created or removed without affecting the related object or file.

Procedure

Click Primary menu .
Expand the categories to see the object types.
Select the object type that you want to work with.
A Grid View opens.
Click the name of the object that you want to work with.
Click the Admin tab.
If the Admin tab is not available, the Role Template that is associated with your user account does not have the necessary permission to view the tab.
If you want to add a parent, use the following steps:
1. In the Parents section, click the object type for the parent.
2. Click Add.
3. In the Add dialog box, select the objects that you want to add as parents and click Done.
If you want to make a parent the primary parent, use the following steps:
1. In the Parents section, click the object type for the primary parent.
2. Click Set primary parent.
3. In the Set primary parent dialog box, select the object that you want to be the primary parent and click Done.
  If the object is not on the list of parents, it is added.
Any previous primary parent remains associated but becomes secondary, even if the previous primary parent was of a different object type. If there is only one parent of that type allowed, the newly selected parent replaces any previously selected parent of the same type. Only one parent is allowed for recursive object types, such as Business Entities, and for objects where Single parent max is set. For more information about setting Single parent max, see Limiting parent and child relationships.
If you want to delete an object from the list of parents, use the following steps:
1. In the Parents section, select the object that you want removed from the list of parents.
2. Click Remove.
3. When prompted to confirm the removal of the object, click Remove.
  If the object is not on the list of parents, it is added.
If you want to add a child, use the following steps:
1. In the Children section, click the object type for the child.
2. Click Add.
3. In the Add dialog box, select the objects that you want to add as children and click Done.
If you want to add a File object as a child, you can click Add/Update to choose a file from a browser window. For other object types, you can add a child by clicking New to create a new object.
If you want to create a new child, use the following steps:
1. In the Children section, click the object type for the child.
2. Click New.
3. In the new tab, enter the required fields as necessary to create the new object.
4. Click Save to create the new object.
  When you create a new object in the Children section, its association with the parent object depends on the type of the new object.
  
  For example, if you create a new Control object from the Admin tab of a Risk object and the Create View for the Control object requires a different parent object type, an association between the Risk and Control will not occur. To enable the association, the administrator must modify the Create View of the Control object to permit the association.