2.14 Adding Custom Views Into A Specification Template

Custom views for your specification can be created from the template setup. These allow users to create views of their specifications with different layouts and exclude fields/sections where applicable for certain views.    

Step 1: Go to the Quality Management menu and select Specification Manager. Select the Admin tab and click on General Admin.

Step 2: In the Active Features section, tick the checkbox for Template Custom Views to activate this option. Click on Save Settings to save the change.

 Step 3: A new tab will appear in the Admin page for Template Custom Views. Here you can add the names of your custom views by typing them into the textbox and clicking on the save icon to save them.

Step 4: Once you have added in your custom view name(s), you can create your custom views in the specification template setup. Go to the Template Manager tab, search for the specification template that you would like to create a custom view for, click on the Options menu beside the template and select Edit Template.

Step 5: Click on the Customise Views button at the top of the page.

Step 6: Select the name of the view you would like to create/edit. You can choose to reorder fields/sections for your view as well as select which fields will display in the view. Once you have made your changes click on Save to save the setup. Follow the same steps if you have multiple vies to create. You can edit/delete custom views from this same page. *The setup selected will only apply to that view, it will not affect the initial setup of the template*

Step 7: When viewing one of your specifications that has been built using the template you added the custom views into, you will have the option to view the custom view. Click on Show & Hide Options and here you will see the option to view your custom view(s). You can then view/export this view as required.

Step 8: To revert back to the main view, click on Show & Hide Options and select Show Primary View.