Main Menu

Search Tips

Navigation

View and Manage Assets List

Using Views

NAVIGATION:  HOME>PORTFOLIOS>ASSETS

Views allow you to store and access one or more views of your ARGUS Cloud data, so whatever the job you're about to perform, you can have a view configured to meet those data needs. Your Administrators can also configure your global/shared views, so that all members of your organization benefit from these known configurations, and find it much easier to access the data in the format that is most suitable to their job role, or actions they perform.

The View which you have used recently to View assets is stored in the browser’s cache. When you logout and login, you can access your assets list content with the last accessed View by default. Note: This is specific to the browser.

Default View

The ARGUS CLOUD default View is a SYSTEM VIEW with the basic columns for a property asset.

Name Type External ID Currency

Area Measure City Address State and Country

Important: You cannot edit and save the default View. Any user can create a private View, and manage or delete their own private Views (see Edit a View below).

Create a Private/Global View

While you cannot edit and save the default View, you can edit the default View and save it as a Private/Global View.

Only you can access your private views. Access your private views from any environment in any accessible organization.

You can create your first View by editing the DEFAULT VIEW.

Create a new Private View

Edit any existing View (see Edit a View below).

Result: The Save icon>SAVE AS option enables.

Click Save>SAVE AS.

Result: A View Details popup appears.

Type a name.

Select the View type option Private (default).

Click CREATE VIEW.

Result: A new View is created, and Assets list content is loaded with the created View.

Option: Click CANCEL.

Result: The View creation process is canceled, and a Property Assets list screen loads. Successfully created Views are listed as a menu on the button on the Assets list screen.

Create a New Global View

Only Admins can create and manage all Global views. Global views are assigned to organizations and are available to all members of the organization within every environment.

Edit the default, or a private, or a Global View.

Result: The Save icon>SAVE AS option enables.

Click the Save icon>SAVE AS.

Result: A Views Details popup appears.

Type a name.

Select the View type option Global.

Result: The Global View type is selected.

Click CREATE VIEW.

Result: A new Global View is created, and Assets list content loads with the created View.

Option: Click CANCEL.

Result: View creation process is canceled, and a Property Assets list screen loads. Successfully created Views are listed as a menu on the Assets list screen.

Access Views

Click the DEFAULT VIEW button on the Assets List screen to list all available views. If you are the owner, an edit icon displays beside the View name.

Edit a View

Private views can be edited only by the owners. Global views can be edited by any Admin within the Organization.

Edit a private/Global View’s Assets list content.

Result: The Save icon is enabled with both SAVE and SAVE AS options.

Click SAVE.

Result: Updates to the View are saved.

To edit View details like name, click the Views Menu list button.

Result: The Views list displays.

Click the edit icon beside the View that you would like to edit.

Result: The Edit View popup appears.

Edit, and then click the UPDATE button.

Result: View changes are updated.

Delete a View

Private views can be deleted only by their owners. Global views can be deleted by any Admin within the Organization.

Click the Views menu list button.

Result: The Views list displays.

Click the edit icon beside the View that you would like to delete

Result: The Edit View popup appears.

Click DELETE.

Result: The View is deleted and removed from the views list.

 

Reminder: You cannot delete a default View.

 

See also: Filters and Sorting