Manage Custom Views

Use the Manage Custom Views dialog to save, define, and manage all defined views.

Custom Views

When you use Customize View to choose different fields or apply a custom filter, you are actually modifying the current view. The current view is shown in the Advanced toolbar. Create new named views to store different view configurations. Click the down-arrow on the Advanced toolbar to select different views.

Views are accessed by clicking the down arrow on the Advanced toolbar. The environment you are in determines the default view. The following are the default views:

Manage Custom Views

You can create and manage custom views. First, create the view you want to save, and then use the Manage Custom Views dialog to save and manage it.

The Manage Custom Views dialog lists all the defined views set by you as well as the administrator. You can see which custom view is configured on the Vault Client.

Note: You must have an "Administrator" or "Configuration Administrator" role to manage and deploy the distributed views.
  1. On the Advanced toolbar, click the down arrow, and select Define Custom View.
  2. In the Manage Custom Views dialog, select one of the following:
    • New: to store the view that is currently displayed. You are prompted to name the view. In the Create Custom View dialog, enter a name and then click OK.

      For Administrators: Select the check box "Save as Distributed View" to save the customized view as a distributed view.

    • Modify: to change the settings of the selected view. Changes made to a view are automatically saved to the view definition.

      To modify the distributed view, it is recommended to copy the distributed view and then modify it to add/remove fields.

    • Copy: to copy the settings of the selected view into a newly created view. You can only copy one view at a time.
    • Rename: to rename the selected view. You must be an administrator to rename the distributed view.
    • Delete: to delete the selected view. You must be an administrator to delete the distributed view.
    • Reset all distributed views: to reset all the distributed views in all the workspaces to the default distributed level set by the administrator. All other views that are not distributed by the administrator won’t be affected.
    3. Note: Due to unique file name enforcement, you can't use the same name for both local and distributed views.

    If you create a local custom view using the same naming convention as a distributed view, Vault will replace the local view with the distributed view.

  3. Click Apply to save the changes.
  4. Click Done to close the dialog.

Tips for Customizing the Vault View

You can customize the view in the application window. By making efficient use of properties and customizing your view, data management becomes much more tailored to your project.

Note: The Advanced toolbar displays the current view and provides access to creating and managing views.

Turn the Navigation Pane On or Off

Turn the Preview Pane On or Off

Turn the Saved Shortcuts Pane On or Off

Turn the Toolbars On or Off

Customize How the Toolbar is Organized

    The standard and advanced toolbar and menus can be customized to fit your needs.

  1. From the View menu, select Customize. The Customization dialog is displayed.
  2. Use the tabs to customize the organization of the toolbar, the menus, and to change menu options such as screen tips and usage data.
  3. Drag the toolbar buttons to reorder, add, and remove buttons.

Change the Display of Status Bar

Customize the View

    The view can be customized per folder.

  1. Click on the folder.
  2. Right-click on a column in the main pane.
  3. Select Apply Settings to > Current View to customize the view of the currently opened folder.
  4. Select Apply Settings to > Default View to customize all the folders in the current hierarchy.
Parent topic: Configure the Vault Environment