Editing Dataviews

  1. Click the Dataviews tab.
  2. Choose a predefined view from the drop-down list to choose which dataviews to display.
  3. Click Edit to load the dataviewClosed into the Dataview Editor then make your changes.
  4. Click Save to save your changes to the existing dataview, or click Clone to save the dataview with your changes under a new name.

Restrictions on Editing Dataviews

When a dataview has been attached to either an action view templateClosed or a summarization template, there are some restrictions on what you can edit: