Viewsets

Once you have all desired data blocks organized to your liking, you can create a saved view of your page so that you can always revert to it. This saved view is called a Viewset. The viewset can also be shared with other users.

Create and Save a Viewset

From the CBS register page, click on the View drop-down arrow.
From the Viewset drop-down list, select Save view as.
Name your view [your initials] – Saved view.
Click Save.

Sending Views and Data Blocks

Certain permissions are needed to send views and data blocks to roles.

You can send views to all users that have a certain role. You can also send it to specific projects or full organizations. To send to a project, you have to be a user on that project or in that organization.

Send a Viewset

With the Viewset selected and shown, from the Viewset drop-down list, select Send view.
In the Search for a User field, type an employee's name and select their name from the list.
- To send to a project, you have to be a user on that project or organization. Then select the Send View to drop down list and select the option you want.
Click Send.
The selected Viewset will send a notification to the selected employee, and will be available in their drop-down list with sender’s name and when the Viewset was sent.

If the user does not have the proper permissions to view all the columns in the view that was sent to them, then the employee will only be able to view the columns for which they have permissions.