Page Views search

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About this page

This page is used to search for and manage Page Views.  A Page View is a view of a physical RME page that can be assigned to a user or role to control functional security.

Each page in RME has a Page View by default. A Page View is like a "plan" of the page, listing the fields in it, what fields are shown in the search results or related item summary grid, and in what order. See: Page View

You can create more than one Page View for a single, physical page in RME, which enables you to show or hide fields and related items, or change the layout to suit different audiences. For more details, see: Background: How Page Views are used to control user page access.

In the Results tab, the Use Custom ... column indicates Page Views that are using a customised layout rather than the RME system default layout. For details, see: Page Layout Designer.

Reporting is not available for this area so the Reports button does not display on the toolbar.

Menu path: RME > Users > Page Views

 

 

Search for records

Use Advanced search to find records.

  1. To find a record or eForm, enter your search criteria in the fields. To add a line, click the green plus (+) icon.
  2. To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.
  3. To open an record from search results, you can either:

        Select the checkbox to the left of the record and click Open in the toolbar.

        Click the link in the first column (denoted by blue underlined text).

For more, see: Search

  

Manage records

To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:

Action

 

Find out more

Create a new record

Click the New button on the toolbar

Add a core record

Edit a record

Open the record, edit the details and save

Edit a record

Copy a record to reuse details or create a version

Select the record and click the Copy button on the toolbar

Copy records and versions

Delete one or more records

Select the records and click the Delete button on the toolbar

Delete a record

Export record details

Click the Export button on the toolbar

Export record details

Access reports

Click the Reports button on the toolbar

Reports

Change the layout of columns in this page

Click the Column button on the toolbar

Column management

 

Related topics

        Page View

        Page View Actions

        Page View Field

        Page Layout Designer

        Role Page Views

        User Page Views

 

Product Key: Modules - Core

Page ID: VIE001S.htm