MATRIX VIEW

Using the Custom Views dialog box in the Table views, it is possible to create a Matrix View. You can select one or more attributes within the Matrix view and share the custom view with one or more Roles defined in Centric 8.

EXAMPLE:

STEP 1: Create a Custom View

  1. To view the Custom Views dialog box, click on the Views button.

  2. In the Custom Views dialog box, select the Default (Default) view and click on the Copy button. A copy of the default view is created.

  3. To rename the copy, in the Name text box, type a new name for the custom view.

STEP 2: Select Attributes from the Matrix

  1. Click on a Matrix item to view the attributes associated with it.

  2. Select one or more attributes to add to the table.

STEP 3: View the Matrix in the table

  1. On saving the custom view, the view is listed in the Views drop-down box.

          

A Matrix View can be created and made available to ALL users or restricted to one

or more Roles by using the Share With option. If a Custom Matrix View is created

and shared with one or more Roles, then that particular Matrix View will be able

only to those specific Centric 8 Users assigned with the selected Roles.