In View Maintenance and Search what's an Inactive View?

This topic has 1 reply, 1 voice, and was last updated 8 months, 3 weeks ago by Frank.

  • Author
    Posts
    • #567
       Frank
      Keymaster
      • Topics Started - 67
      • Replies Written - 52

      Using the new view search feature (V7.1) or in View maintenance in the Admin group at the top right of the display is the search field – to the left of that is a drop down with Active, Inactive and All. What is Inactive vs. Active?

      Got this from a customer after a Stratum Product Briefing (if you’ve not had one yet contact us and we’ll give you an update on Stratum).

      The Active/Inactive designation refers to the status of the View Group that a View is in. Over a number of releases we have improved the ability for you to manage Views. One of these changes was to allow you to highlight multiple views in the View Admin and move them all to a specific View Group – normally one that you would of created specifically for archiving views that have not been used for some period of time. You can now easily find views that have not been used recently in view admin by sorting on the last used date. Another feature of this improvement was to allow you to specify the View Group as Inactive – so it could be in a User Group, but not display. This way you can move Views to the Archive View Group, but hide them from everyday use. Allowing the Search to look at All, Active, or Inactive views gives you a way to search thru your Active views, your archived (Inactive) views or all of your views.

      The idea here is to allow you to ‘clean’ up your views and view groups without actually deleting anything – so that when that one person that needs that view they haven’t used in the last year comes and asks where it went you can say – “I’ve got it!”

    • #575
       Frank
      Keymaster
      • Topics Started - 67
      • Replies Written - 52

      Cleaning up our views – any suggestions?

      Of course! Got lots for suggestions…..
      But the basics are:

      1. Create a View Group (from the Admin group in Stratum) called Archives or something similar. Set the Active indicator to No (you have set this since the default is Yes).

      2. Open View maintenance (from the Admin group). Go to the Last Used caption in the blue header of the window and click on it. This will order the views in in last used order. Any view that does not have a date in this column has not been used since…well for a long time. Most of the views will have a date and you can select all the views that have not been used since a particular date. Highlight the first one you would like to archive then hold the shift key down and select the last one you want to archive – this will select all in between the two, or hold the CTRL key down and click on each view you want to archive.

      3. Click the folder icon at the top of the View maintenance list – this will bring up a list of view groups in alpha order. Select your Archive view group and this will move all the views you have selected from the view groups they are currently in to your Archive view group. This effectively removes them from the list of views that users are seeing, but allows you to still have a copy of them if they are ever needed or you want to keep them as possible examples.

Viewing 1 reply thread

You must be logged in to reply to this topic.

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

©2020 KLEO Template a premium and multipurpose theme from Seventh Queen

Log in with your credentials

or    

Forgot your details?