View Designer toolbars - View Designer toolbars - The following tables identify the toolbars available in View Designer, which are used to create and manage your views. - Perceptive Content - View Designer - Perceptive-Content/View-Designer/Foundation-26.1/View-Designer-User-Help/View-Designer-User-Help/View-Designer-toolbars - Foundation 26.1 - Foundation 26.1

View Designer User Help

Platform
Perceptive Content
Product
View Designer
Release
Foundation 26.1
License
ft:lastPublication
2026-04-16T22:36:45.342000
ft:locale
en-US

The following tables identify the toolbars available in View Designer, which are used to create and manage your views.

View Designer toolbar

Tool Name Description
Save Lets you save changes to a view, which includes any of the view's filters.
Properties Lets you activate or deactivate a view, grant view privileges to users and groups, specify the maximum number of rows that a view can display, and designate whether the view is run manually or automatically.

View condition toolbar

Tool Name Description
Add condition Displays a dialog box that lets the user insert a new row into the condition list of the view. If it is the not the first condition in the list, the condition begins with the AND operator.
Cut Enabled if you have selected any conditions. Clicking Cut then removes the conditions and places them on the Clipboard.
Copy Enabled if you have selected any conditions. Clicking Copy then places them on the Clipboard.
Paste Enabled if you have any conditions on the Clipboard. Clicking Paste then inserts them at the bottom of the condition list.
Delete Enabled if you have selected any conditions. Clicking Delete then removes the conditions without placing them on the Clipboard.
Group Enabled if you have selected two conditions. Clicking Group then removes the lower condition and adds it to the end of the upper condition with parentheses where appropriate.
Ungroup Enabled if you have selected a grouped condition. Clicking Ungroup then separates the grouped condition by removing the rightmost condition and inserting that condition in the row below the selected condition.
Move Up Enabled if you have selected a single condition below the top row. Clicking Move up then causes the selected condition to trade places with its upper neighbor.
Move Down Enabled if you have selected a single condition above the bottom row. Clicking Move down then causes the selected condition to trade places with its lower neighbor.

Filter toolbar

Tool Name Description
New Filter Adds a new public filter definition to the selected view.
Copy Filter From Lets you make a copy of filter from a different view but not from the current view. Only public filters are available for copying.
Publish Enabled when you have a private filter selected. Clicking Publish changes that filter to a public filter.
Properties Enabled when you have a public filter selected. Clicking Properties lets you edit the filter name and description.
Delete Enabled when you have a public filter selected. Clicking Delete removes the filter from the view. You can also delete all private filters for a user by clicking the user name and clicking Delete.

Preview toolbar

Tool Name Description
Run Lets you display the result set of the current view or filter definition.
Preview variables Lets you substitute a different user or date and time in place of the current user or date and time, so that you can simulate run-time conditions to test a view or filter definition that contains a variable in at least one of its conditions.
Columns Lets you define the arrangement of columns in which the result set is displayed to the user.
Statistics Lets you define statistics that provide calculations for the view results.
Open Find bar Opens a Find bar that allows you to perform a character search.