User Help > Working With Documents > Using Perspectives
  
Using Perspectives
A perspective is a sharable configured view of a document you have access to. A perspective is useful when you want to create a customized view of a document by displaying specific columns, based on user requirements. You can use the field filters, advanced filters, and configure columns to create a perspective. You can save, reset, open, delete, and share a perspective. When a perspective is saved on a client, it can be applied to other documents you have access to.
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• Saving the perspective on a client does not involve changes to the database.
• You can export a Word document with a perspective applied.
The following table contains operations you can perform for perspectives in the Document view.
To open a document in the Document view:
1. Click Document > Open
The document opens in the Document view.
2. From the Document view click Configure Columns. Select the columns that you would like to view in the Document view.
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Save a perspective
You must save a perspective to use it. After you save a perspective, you can apply it to other documents.
1. From the Document view, click and then click Perspective from the top right corner.
The menu options window opens.
2. Click Save.
3. Type the perspective name in the Save Perspective window, and click Save.
The configuration is saved as a perspective.
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You can save a perspective by using different names. However, you cannot have two perspectives with a same name.
Share a perspective with other users and save a shared perspective
You can:
• Share a perspective with other users
• Save a shared perspective and apply it to different documents in the Document view.
To share a perspective with other users:
1. From the Document view, click and then click Perspective from the top right corner.
The menu options window opens.
2. Click Share.
The default e-mail application with a URL to open the document with the applied perspective can be sent to the specified user.
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Share menu option is disabled if mksis.includeIntegrityGUILinks property is set to “false” by the administrator.
This URL does not resolve correctly under the following conditions:
◦ When you have configured a complex filter with a large number of fields.
◦ When the resulting URL exceeds the mail program’s maximum mailto body character length.
The portion of the resulting URL beyond the maximum length is truncated. For example, Microsoft Outlook limits the mailto body to 2083 characters. A shared perspective URL greater than 2083 characters is truncated and does not resolve correctly.
For more information, consult the mail program product documentation for details on mailto body character length limitations.
To save a shared perspective
1. Click the URL link received in the e-mail notification.
This opens the document with the applied perspective.
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Windchill RV&S client URL links are supported on all Windows platforms supported by the Windchill RV&S client. For the most current product platform support information, see the PTC Release Advisor.
2. From the Document view, click and then click Perspective from the top right corner.
The menu options window opens.
3. Click Save.
Type the perspective name in the Save Perspective window, and click Save.
The configuration is saved as a perspective.
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This perspective can be applied to other documents.
Reset a perspective
Clears the filters applied to the document by the current perspective and sets the Document view to default.
1. From the Document view, click and then click Perspective from the top right corner.
The menu options window opens.
2. Click Reset to set the Document view to default.
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When changes are made to the document, but are not saved then the Reset option is disabled.
Manage a perspective
Manage perspective allows you to open and delete perspectives.
• You can open a single perspective at a time.
• You can delete one or more perspectives at a time.
When you select a single perspective, the Open and Delete buttons are enabled. However, if you select multiple perspectives, the Open button is disabled. When changes are made to the document, but are not saved then the Open button is disabled.
1. From the Document view, click and then click Perspective from the top right corner.
The menu options window opens.
2. Click Manage. The Manage Perspective window opens.
A list of saved perspectives is displayed. To filter data using a text search, type a string in the Show Perspective containing text filter. Data containing the string displays in the results list, becoming more specific as you type.
Select a perspective, and click Show Details to view the filter definitions and column configuration details.