Fundamentals > Personalizing Your Environment > Table and Table View Overview > Creating and Editing New Table Views
  
Creating and Editing New Table Views
When you click the new view icon from the Customize View List window, the New View window appears.
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The Customize View List window appears when you click Customize from the view drop-down list on tables throughout Windchill.
The New View and Edit View windows work in the same way. New or edited table views that you create are saved and can be reused in future sessions.
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Depending on the table for which you are creating or editing a view, some of the steps may not appear. For example, when creating a new view for the Search Results table, you are not given the option to Set Filters.
1. Set Name
Enter a name and description for the view. Use the following fields:
Field Name
Description
List
Identifies the table for which the view is applicable.
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This field cannot be edited.
Name
Enter a name for the view. This must be unique for both the table and the user who creates it.
Description
Describe the table view.
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Only 150 characters are allowed for this field.
Show in current view list
If this box is checked, the new view will appear in the View drop-down list on the table for which this view is applicable
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This check box is selected by default.
Share with
If you are an administrator, this check box may appear. Specify to whom the view is available:
• All users: All users.
• Members of organization: Users who have read-only and higher privilege access (for example, write and modify) to this organization.
• Members of context: Users who have read-only and higher privilege access (for example, write and modify) to that context while viewing that context.
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This step is required. You must at least fill in a name for this view.
2. Choose Object Types
Choose at least one object type from the Object Types table to display in this view. Check the box for each object type that you want to appear.
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For tables that display only one object type, this step does not appear. For all other tables, this step is required.
3. Set Filters
Select an object type from the Object Type drop-down menu. This list includes the object types chosen at step 2, Choose Object Types.
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If you chose only one object type in Step 2, this object type will be your only option, and you will not be able to edit this field.
The Criteria drop-down menu updates to include only the attributes available to the chosen object type. Select criterion from the list and click Add to include it in the Filter Criteria table. The Operator and Value fields of this table allow you to filter your criteria further.
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Click the delete icon to delete selected criteria from the Filter Criteria table. Click the clear icon to clear all criteria from the table.
4. Set Column Display
Choose which columns you want to display in this view and in what order. Select one or more columns from the Available Columns field, and click Add. This field lists all available attributes for the object types you selected in the step to Choose Object Types.
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When an attribute is available on more than one type of business object, each business object type may use a different name for that attribute. This attribute appears in Italic font in the Available Columns field. Hover the cursor over this attribute to see all these labels in the tooltip.
The selected columns will then appear in the Selected Columns field, allowing you to reorder the columns if desired. The column at the top of the list is the left-most column when the table is displayed; the column at the bottom of the list is the right-most column when the table is displayed:
Icon
Action
Description
Top
Moves the column name to the top of the list.
Up
Moves the column name up one position.
Down
Moves the column name down one position.
Bottom
Moves the column name to the bottom of the list.
5. Set Sorting
The Set Sorting step allows you to sort objects based on certain columns. You can choose up to three sorting orders. The Sorting Order column indicates the order in which the sorting occurs: the columns are sorted first by First Sort, then by Second Sort, and finally by Third Sort.
To do this, select the name of the first column you want to sort by from the drop-down list in the Column field. Then, select Ascending or Descending from the drop-down list in the Mode field. You can do this to set the other two sorts as well.
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You can click the clear icon to remove any sorting preferences you have already specified and begin again.
Click OK to complete the creation or edit of a view. The view is created or modified, and you are returned to the Customize View List window.