Customize the 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.

Distributed Views

The Distributed View is the custom view created and controlled by the Administrator or Configuration Administrator tailored to your project. This is the initial view set when you access the system. You can customize the default configuration to optimize your view and improve efficiency.

An administrator can create a custom view and save it as a distributed view. The administrator can then deploy the custom view settings to the Vault Client, allowing users to use it for their regular activities.

As a user, you can use the distributed view created by the administrator, modify the distributed view as per your requirement, or use a different custom view. If there are any changes to the distributed view, you will receive an update notification. You can accept or reject the changes to the distributed views in the workspaces. If rejected, the changes will not impact any local edits you have made to the distributed views.

Customize the View

1. Click the main pane, and then click View > Customize View.

2. In the Customize View dialog box, select one of the following:

   • Fields: to add or remove fields from view
   • Custom Filters: to selectively choose categories to appear in the current view. Custom Filters is only available in the main view.
   • Other Settings: to customize grid options, auto preview for comments, and column sizing.
   • Reset > System default: to restore the system default settings.
   • Reset > Distributed view: to reset the settings to the distributed view level.

3. Click Save as Distributed View to save the current view settings as the distributed view. This option is only available for Administrator and Configuration Administrator.

4. Click OK to apply and close the dialog.

Customize Additional View Settings

1. Click the main pane or the preview pane, and then click View > Customize View.

2. In the Customize View dialog box, click Other Settings.

3. In the Settings dialog, select:

   • Show grid lines to display the column and row separator lines. Enabled by default.

   • Show "Group By" box to display the Group By box above the columns for quick sorting.

   • Show AutoPreview to display comments below each row.

   • Automatic column sizing to fit all columns within the grid area.

     Note: AutoPreview and Group By are only available for grid views (not available for tree views).