Views

System views

System views are read-only views that are provided with OpenPages to get you started. You can use them as they are and as templates and learning tools for custom views that you create on your own.

For each object type, OpenPages provides at least one system Grid View, one system Creation View, and one or more system Task Views.

For a system view, you can:

Set the View Priority
Enable it
Disable it if you no longer use the view
Make it a default view

You cannot modify or delete a system view. However, you can create a custom view that is a copy of a system view. For more information, see Creating a custom view from a System view.

For system views, in the View Designer you can view the JSON tab but the Design tab is hidden. To view a system view in the Design tab, copy it to a custom view and open the Design tab in the custom view.

Custom views

Custom views are views that you create on your own. You can create them for all object types and all view types.

For a custom view, you can:

Customize the content of the view to your specific requirements
Set the View Priority
Enable it
Disable it if you no longer use the view
Make it a default view

For custom views, in the View Designer you can design the view on the Design tab. There is no need to use the JSON tab. For more information, see Creating custom views.

Grid Views

A Grid View shows a list of objects for a selected object type. You can filter, search, and select a specific object.

List of risk objects displayed in a grid with Description, Status, Classification — Figure 1. Example of a Grid View

When you select an object type from the Primary menu, the dashboard, or a Task View, a Grid View is displayed.

In a Grid View, you can take the following actions:

Select an object that you want to work with and open it.
Click in the search box, enter text, and press Enter. All objects that contain the text are returned.
Click in the search box, enter specific values for enumerated fields, and press Enter. You can also build a list of selection criteria for multiple values and multiple fields.
Click to access public and private filters.
Clear the Active Only checkbox, if it is displayed, to show objects that are not in an active workflow. You can overwrite the Active Only filter or create your own default filters for object types that do not use workflows.
Select one or more objects with the checkmark and then you can delete, lock, unlock, move, and export them (depending on the object type and permissions).
Select one or more objects with the checkmark and then you can update field values by clicking (bulk update). The fields that can be updated are configured in the view.
Click a field name in the header row to sort the list by that field in ascending order. Click the field name again to choose descending order.
Click to create a new object. Whether the icon is displayed depends on how your system is configured.
Choose a value in Items per page to control how many objects are listed on a single page.

A Grid View lists objects for a single object type.

Grid Views for bulk workflow actions are Grid Views but with some differences in functionality due to their access point. For more information, see Defining Grid Views for bulk workflow actions.

Creation Views

A Creation View is used to define new objects.

creating a new risk object — Figure 2. Example of a Creation View

A Creation View is displayed when you click New icon from the dashboard, a Grid View, or a Task View. The icon might be named differently, depending on your configuration.

To use a Creation View, you complete the fields in the view and save the object. At a minimum, you must provide values in the required fields.

A primary parent object is required for most object types. Depending on the access point and how the views are defined, the parent object can be defaulted or you might be required to provide one. For example, when you click New from a Grid View for Issues, you are required to provide a parent object such as a Control. From this access point, the parent object is not known and you must provide it. However, if you are on a Task View for a Control and create a child Issue object, the parent object can be defaulted from the Task View and you must not select it.

Most Creation Views must provide a means for the selection of a primary parent since a parent object is required for most object types.

Creation Views for adding files (system and nonsystem) must provide a means to upload a file. For more information, see Defining Creation Views for file object types.

Task Views

A Task View is used to complete work that is assigned to you.

You can open a Task View from the following access points:

In a Grid View, you select an object and open it.
In a report, you click an object and open it.
In a Task View, you can open another Task View.

In a Task View, you can take the following actions:

Review information about the object.
Hover over fields to see which ones are editable. When the icon is displayed next to a field, you can click the field to put it into edit mode.
If you want to put all fields into edit mode instead of editing one field at a time, click in the toolbar of the view.
If you want to find a particular field, click in the toolbar of the view and enter the name of the field you are searching for.
Click to view field guidance for fields in a section.
If you want to print the view or save it to a PDF, click .
If it is displayed, click to translate values in text fields to the language associated to your locale. For more information, see Translation services.
If available, click the Activity tab to view change history.

Depending on how the Task View is configured, you might also be able to take the following actions:

Use the inline guidance and user guidance to help you understand what you need to do.
Change information about the object.
Associate the object to another object.
Disassociate an object from another object.
Create objects.
Delete objects.
If Select an action to validate is displayed in user guidance, you can check whether an action can pass validation before you complete the action.
Choose an action, for example, Approve or Reject, to complete the task.
Use Watson Moments to help you make object associations.
Add a comment (reason) when you choose an action, if a comment window is displayed. The comment can be required or optional.
View a tree structure that displays the object's relationship to other objects and navigate through the structure.
View information about the object in a chart and navigate into the chart.
View information about the object in a card or grid and navigate through to the objects in the card or grid.
View cards, grids, charts, and trees that are organized in tab groups. For more information, see Organizing relationship fields in tab groups.
Add file attachments. For more information, see Defining Task Views for file object types.
Open and edit Microsoft Office files, if configured. For more information, see Defining Task Views for file object types.

Admin Views

Use an Admin View to view and edit the field values and associations of an object. You can see an Admin View for an object only if you have the permission

All Permissions/SOX/User
Interfaces/View Admin tab

.

Unlike a Task View, an Admin View shows all fields and relationships for the profile regardless of the stage in the object's lifecycle. You can manually add fields to an Admin View to ensure that the fields appear in the order you prefer. The order that you choose is also used when the fields are imported and exported. If you don't add the fields manually, the fields appear in a random order in the Other fields section of the Admin View and they are not imported or exported.

To open an Admin View, click an object in Grid View and click the Admin tab in the view.

Risk open in an Admin View showing fields and associations — Figure 4. Example of an Admin View

From the Admin tab, you can take the following actions:

Review information about the object.
Hover over fields to see which ones are editable. When the icon is displayed next to a field, you can click the field to put it into edit mode.
If you want to put all fields into edit mode instead of editing one field at a time, click in the toolbar of the view.
If you want to find a particular field, click in the toolbar of the view and enter the name of the field you are searching for.
If you want to print the view or save it to a PDF, click .
Change parent and child associations. For more information, see Associating objects by using Admin View.
If you want to view the change history, click the Activity tab. For more information, see Viewing change history on the Activity tab.
If you want to view more information about the object, click the Task tab. For more information, see Completing work that is assigned to you.

Report Views

A Report View displays read-only information about an object. It is configured similarly to a Task View. However, while a Task View is designed for a person or group to work on that activity or task, a Report View is a compilation of the key information about the object. With a Report View, users can focus on, and highlight, the most essential aspects of the object and easily communicate and share GRC insights with others, both within and outside of the organization.

To share the information on a Report View, a user can print it or save it to a PDF.

A Business Entity open in a Report View. — Figure 5. Example of a Report View

The text on the report tab is specified by the label of the view. For example, in Figure 1, Risk Analysis by Entity Report is the label of the view set by the administrator who designed the view.

In a Report View, a user can take the following actions:

Review information about the object.
Click to search for fields in the view.
Click to print the view or save it as a PDF. The PDF does not include browser controls and navigation elements, such as buttons, search fields, menus, scroll bars, check boxes, and URLs.