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 dataview 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 template or a summarization template, there are some restrictions on what you can edit:

• You cannot delete the dataview. You must detach it from the template first.
• You cannot delete fields from the dataview if they are in use by a template. You must remove them from the template first.
• You cannot edit fields in the dataview if they are in use by a template. You must remove them from the template first. There are a couple of exceptions to this rule:
  • You can assign a common name if one has not already been assigned.
  • You can select checkboxes such as Aggregatable and Reversible, but you cannot deselect them.
• You can continue to add fields to the dataview provided that they do not duplicate existing fields.