Configuring a batch view

Creating a batch view

  1. From the portal, click the Settings icon on the upper-right corner of the page.

  2. In the Batch View menu, click Views > Create.

  3. From the General section, type a unique name and description.

  4. If necessary, add one or more queries.

  5. From the Table Columns section, select the columns to use for the batch table. Do one or more of the following:

    • To enable a column, click the column name in the Available Items field, and then click the Move to the Right icon.

    • To rearrange the enabled columns, click a column name, and then click either the Move Up icon or the Move Down icon.

      Note: The column names on the right side of the Available Items field are enabled.
    • To allow user updates, select In-line Editable.

    • To show more information for items on the column, select Hyperlink.

  6. If necessary, add filters and facets. Do one or more of the following:

    Note: Filters and facets are batch filters that appear on the left side of the batch view columns.
    • To enable a filter, click the filter name in the Available Items field, and then click the Move to the Right icon.

    • To rearrange the enabled filters, click a filter name, and then click either the Move Up icon or the Move Down icon.

      Note: The filter names on the right side of the Available Items field are enabled.
  7. From the Default Sort Order section, select a batch attribute in the ascending/descending order.

  8. Click Create Batch View.

Editing a batch view

  1. From the portal, click the Settings icon on the upper-right corner of the page.

  2. In the Batch View menu, click Views.

  3. Click a batch view.

  4. Configure the batch view settings.

  5. Click Save Batch View.

Setting a default batch view

  1. From the portal, click the Settings icon on the upper-right corner of the page.

  2. In the Batch View menu, click Views.

  3. Select a batch view, and then click Set as Default.

Deleting a batch view

  1. From the portal, click the Settings icon on the upper-right corner of the page.

  2. In the Batch View menu, click Views.

  3. Select a batch view, and then click Delete > OK.

    Note: You cannot delete a system-provided batch view.