Creating/editing view formats

View format options are defined by your administrator in the Management Console.

The following navigator rights can be set for users.

Without navigator rights, view formats cannot be edited.

Navigators

Do not change view formats This means that the user has to use the view formats set by the administrator. You can change a list temporarily even if you do not have view format rights.

Changing lists via mouse

Using Create and edit your own view formats you can display the respective functions in the clients.
With Create and edit your own and public view formats you can also save public view formats for others.
You can set detailed access rights by defining several levels from public until private. Not all access rights levels are available for all rights settings.

Public means that all users have access to that particular data record, navigator, filter, and so on as no access rights are assigned. This means that all users can view, edit and delete this data.

Private data records can only be viewed by users who have been entered as participants.

Public Default view formats can only be created or edited by your administrator. Your administrator creates a public Default view format for each data record type and sets it as either changeable or unchangeable.

This Default view format is used if no other view format has been selected for a list. Examples of this are the display of hits in the Search window or the contact persons in a company data record.
If your adminstrator has given you the permissions to do so, then you can set default view formats for yourself.

If you have the necessary rights, you can open the View formats window to create or change a View format in different places in CAS genesisWorld.

The way a list appears is determined by the view format: For example, which fields appear and in what order, how the list is sorted, the typeface used and so on. View formats can be set public and thus available to all colleagues, or set to private and only be available to you.

For every data record type, there is a Default view format. These view formats will then be used in all clients if you have not set a special view format for a list. The Default view format (public) can only be created and edited by your administrator.

Users can edit their own and public view formats as well as default view formats if they have been given the rights to do so by their administrator.

Using the property of a list, you can edit the view format on the tab of the same name.

View format tab

In the Context menu for a list view, you can change the view format which has been set in list properties. This also applies to a link list in a dossier view.

You can change list properties in a list view after a search or for contact persons in a company data record. Using the context menu, when saving the view format, you change the Default view format for the data record type on display.

In the Settings window on the Lists tab, you can edit the Default view format for a data record type and can subsequently select another Default view format.

List settings

Selecting, creating and editing are performed in 2 different View format windows.

Select view format for a list view

Highlighting another view format and then clicking Apply will use the view for the list view.

For every data record type, there is a Default view format. These view formats are used in the following cases:

No special view format is used for lists.

Examples of this are the display of hits in the Search window or the contact persons in a company data record.

Users cannot create view formats.
Users cannot create their own view formats.

Default view formats you can be defined at various points. The respective settings overwrite each other. The last setting always applies.

Your administrator creates a default view format for all users accounts and data record types in the Management Console.
In the Settings window on the Lists tab, you can define the default view formats for all data record types.

List settings

In the View formats window you can make changes to the settings for the data record type for the respective list view and for the user account of the logged on user.

Creating and editing view formats

For every data record type, there is a Default view format. These view formats are used in the following cases:

No special view format is used for lists.

Examples of this are the display of hits in the Search window or the contact persons in a company data record.

Users cannot create view formats.
Users cannot create their own view formats.

Default view formats you can be defined at various points. The respective settings overwrite each other. The last setting always applies.

Your administrator creates a default view format for all users accounts and data record types in the Management Console.
In the Settings window on the Lists tab, you can define the default view formats for all data record types.

List settings

In the View formats window you can make changes to the settings for the data record type for the respective list view and for the user account of the logged on user.

The order of the right list is changed using drag and drop. The fields are then displayed in this sort order in the list.

If you have a list of customer addresses for a product in different cities you can group the list according to cities. In the process, an individual list is created for each place, you can then, for example, group additionally by sector.