Categorizing views
The view palette enables you to dynamically sort and categorize views.
In previous versions, the view palette displayed all the available views, grouped by tag. The view palette benefits now from a streamlined design that enables you to group views into functional categories, filter them by name, description, tag, and category, and display them one category at a time.
- Predefined categories
- You can use a number of predefined categories to group, filter, and display views in the
palette. The predefined categories include Input, Informational, Operational, Layout, Chart,
Content, Workflow, AI, Decision, Data, Public, and Custom. To support the categories, special
predefined tags that map to the categories have been added to the model, and are available for you
to assign to views. The category icons that are displayed on the palette header are dynamically
adjusted based on which tags are assigned to your views.
- To include a view in a category, assign the corresponding category tag to the view. When you assign the Workflow tag to a view, for example, the view will show up in the Workflow category in the palette.
- You should not assign more than one category tag to a view. Views that have no category tags assigned are displayed in the Uncategorized category.
- You can also use tags other than the category ones, which you can search and display in the palette.
- Variables also have their own predefined category in the palette header.
To hide views from the palette for all users, you can use the Hidden tag. This tag can be reserved for less usual circumstances, such as hiding the default task completion view. To make a hidden view visible again, you can change its tag either by using the Tags context menu in the library, or from the Overview page of the view.
- Mode-based filtering
- The default mode you log in to the Business Automation Studio is the Basic mode, which offers access to simplified views. Through user preferences, you can switch to the Advanced mode, which offers access to advanced views and administrative actions. The mode-based access is also reflected in the way you can filter views in the palette.