Create and share views
A view lets you capture your current filters, column settings, sorting and grouping of the positions or sub-positions tables so you can reopen it later without reapplying filters or layouts. You can create, edit, share, and delete views. You can also open views shared with you by teammates.
Talent admins have access to all views created in your instance.
Create a view
From the positions or sub-positions page, configure your table: apply filters, choose and reorder columns, set sorting and grouping.
Select + Create view from the top-right of the page.
ビューの名前を入力します。
Use the General access dropdown to choose if the saved view is Open or Restricted. Setting the view to open will make it accessible to all users in your instance.
If the view is restricted, use the Specific access field to provide access to other Talent users. You can provide viewer or editor access to specific teammates.
Select Create to save the view.
Access a view
Select Positions from the left navigation.
Select the Views tab. Views that you’ve created and have been granted access to will be displayed.
Select a view name to open it.
Edit or duplicate a view
When viewing a saved view, changes you make to filters, columns, sorting, or grouping do not affect the saved view until you choose to save them.
Open an existing view and make your changes to columns, filters, sorting, or grouping.
To save changes to the existing view, select the Save changes button from the top of the page.
To save your changes as a separate new view, select the (More actions) menu from the top-right, then select Duplicate. You’ll then see options to name the new copy and set access permissions.
Share a view
There are two ways to share a view with teammates:
From the views tab
Select Positions from the left navigation.
[Views (ビュー)] タブを選択します。
Select the (More actions) option to the right of the view you want to delete.
Select Copy link.
The URL to the view is saved to your clipboard. Send this URL to the teammate you want to share with.
From an opened view
After accessing an exiting view, select the Copy link icon from the top-right.
The URL to the view is saved to your clipboard. Send this URL to the teammate you want to share with.
Users who have not been granted access to a view will be able to use a shared URL, but may not see all data depending on their permissions in Talent.
ビューを削除する
There are two ways to delete a view:
From the views tab
Select Positions from the left navigation.
[Views (ビュー)] タブを選択します。
Select the (More actions) option to the right of the view you want to delete.
[削除] を選択します。
A confirmation modal diplays. Select Delete to confirm the removal.
From an opened view
After accessing an exiting view, select the (More actions) menu from the top-right.
[削除] を選択します。
A confirmation modal diplays. Select Delete to confirm the removal.
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