Customizing Cumulus : Record View Sets : Creating and Editing Record View Sets
   
Creating and Editing Record View Sets
You can either change existing View Sets or create new ones – if you have the appropriate permissions for changing or creating View Sets. You may have the permissions to define and customize your individual sets only or may even have the permissions to edit all sets.
NOTE: When renaming a shared set, remember to update users’ permissions for this set.
Record View Sets are created and edited in the Preference dialog window ( Cumulus / Edit > Preferences > Record View Set.)
PRECONDITIONS: To view and modify Record View Sets, you must have the appropriate permissions (Server Permissions > Record View Set Permissions.)
To change an existing set:
 
1. Select  Cumulus /  Edit > Preferences.
2. Click Record View Sets.
3. Under Set, select the View Set you want to edit.
4. Click the icon for the view you want to change.
5. Make the changes. For details see
• “Adding a Field to a Record View”
• “Changing the Properties of a Displayed Field”
6. Click Apply to save your changes.
TIP: Shortcut to Preferences
If you have the appropriate permissions, you can easily access the preferences of Record View Sets by selecting the Customize entry in the list for selecting Record View Sets (e.g. in the Collection window or the Asset Information window). This entry opens the preferences for the current Record View Set.
A new View Set is created by duplicating an existing one and adapting its settings:
 
1. Select  Cumulus /  Edit > Preferences.
2. Click Record View Sets.
3. Under Set, select the set to use as a basis for the new one.
4. Click Duplicate.
The Name and Settings dialog opens.
5. Enter a name for the new View Set, and optionally
• Activate Copy display names only, if you also want to take over the language-specific display names from the original (not recommended for new View Sets).
• Activate Copy description only, if you also want to take over the descriptions specified for other languages from the original (not recommended for new View Sets).
6. Activate the Allow Sharing option to make this View Set a shared set that is available to other users.
7. Click OK.
8. Define the new View Set. (For details see “Adding a Field to a Record View”, and “Changing the Properties of a Displayed Field”.)
9. Click Apply to save your changes.