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Manage Master Views

When status board entries from multiple incidents are viewed collectively in a master view, a filter appears in the upper left corner of each board using the <incidentname/> tag.

To display entries for an individual incident in the master view, select the incident from the filter drop-down list. The board refreshes and displays only the entries related to the selected incident.


Note: You can design or modify a board to display the name of the incident next to each entry. In the Board Editor, include the system field named Incident in the board view. A board configured in this fashion and displayed through a master view enables users to easily relate each entry to its respective incident. Refer to Boards Manager for information on modifying boards.

Information is entered, updated, and managed from a master view in much the same way as these actions are performed when users are logged into an individual incident. Like board master views, the input view contains an Incident drop-down list. Select the incident from the drop-down list and complete the data or settings. Information is posted and recorded to the incident you select from the list. When updating board entries in a master view, the Incident drop-down list does not appear in the input view. The incident is determined when the entry is initially entered.

Editing a Master View

To edit a Master View
  1. In the Admin window, go to Incidents: Master Views.The Master Views page opens.


  2. Click the name of the master view you want to edit.

  3. On the Master Views: Edit Master View page, make your changes.


  4. Click Save.

Deleting a Master View

When you delete a master view, you are just deleting that view; deleting a master view does not delete the incidents associated with it.

To delete a master view
  1. In the Admin window, go to Incidents: Master Views.

  2. Click the trash can icon associated with the master view you want to delete.

  3. When the confirmation window opens, click OK.

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