Managing iViews (Classic)

Important: This topic is for the Classic Dashboard experience. To view the content for the Dashboard experience see Dashboards.

For information on Classic experiences, see Archer Classic Experiences.

The Manage iViews page is your starting point for all iViews tasks. You can view existing, create new, copy and delete existing iViews, and create folders for global iViews.

Create a folder for a Global iView

1. From the menu, click > Workspaces and Dashboards > Global iViews, and select a global iView.

2. In the General Information Section, in the Folder field, click Edit.

3. In the Manage Folders window, click Add New.

4. Enter the name of the folder, and click OK.

5. In the Folder list, ensure that the correct folder is selected, and click OK.

Update an iView display

1. In the iView title bar, click and select Edit Properties.

2. In the Options section, edit the iView display as needed, and click OK.

   Note: The list of available menu options depends on the type of iView that you are viewing and the access rights assigned to you by your administrator.

3. (Optional) To resize the iView, click and drag the bottom-right corner of the iView, and click .

4. (Optional) To move the iView, click and drag the title bar of the iView to the new location, and click .

Delete a global iView

You must have Delete rights to the Workspaces and Dashboards: Manage Global iViews page to complete this task.

Important: If you delete an iView, it cannot be recovered.

1. From the menu, click > Workspaces and Dashboards, and click Global iViews.

2. In the Actions column of the iView you want to delete, click .

3. Click OK.