Managing Views

An FYI Admin can use the Practice Settings - General - Views to manage Views, change the status, set where Views should be available, and delete Views.

Displaying View Settings

1. Login to FYI as an FYI Admin.
2. From FYI, click Settings in the top right-hand corner.
3. Select Practice Settings and then select General.
4. Go to the Views tab.

The Views list displays as follows.

For practices on the FYI Elite plan, an additional Reports column will be displayed.

Updating a View

An FYI Admin can control the configuration of the view, including updating the Name and specific settings. Users may be required to log out of FYI before they can view the changes, for example, when a View has been marked as Active.

Note: To change columns and filters used in a view, refer to Saving Changes to the View Layout, Modifying and Deleting Views.

To update a View:

1. Select a View from the list to open the Update View drawer.
2. Edit the View Settings as required:
   
   

   Field	Action
   Name	Click the Name and Edit as required.
   Status	Update the View Status to Draft, Active or Archived. Note: Only Active views will be available to select from Lists and Automations.
   Available For	Select where the View can be selected in FYI. For example, unchecking Automations hides the View when creating a new process. This setting is not available for System Views. Elite Plan The Report option can be selected to make the view available for creating a Report.

3. Close the Update View drawer.
   Changes made will automatically save. The Activity section of the drawer will display all updates made.

Copying a View

Rather than create a new view each time, you can optionally copy an existing view.

1. From the View list, click on the View to be copied.
2. Click the Copy button displayed in the toolbar.
3. A new View will be created with the name "Copy of (original view name)". 
4. Click on the new view to manage the settings, or open the view in a new tab to update filters and columns.

Opening a View

1. From the View list, click on the View to be opened.
2. Click the Open button displayed in the toolbar.
3. The View will open in a new tab.
   Edits can then be made to the view, for example, to add or remove filters.

Note: The Open button is not available for Views marked as Draft or Archived, or when multiple views have been selected. 

Deleting a View

Certain views can be Deleted by an FYI Admin.

1. From the View list, click on the View to be deleted.
2. Click the Delete button displayed in the toolbar.

Important notes when Deleting a View:

• System or Default views cannot be deleted.
• You cannot delete a view used in an Automation Process, including both Active and Archived processes. Refer to Custom Processes using Views and Summary Notifications. A message will display a list of the process(es) the view is used in. Update the process to select a different view before deleting the user-created view.
• If an Automation Process is being edited, and a View is deleted in another window or by another user, an error will be displayed that the view has been deleted.

Archiving a View

Archiving a view will remove the View from users. If the View has been selected as a Filter in an Automation, it will still work as the Filter in the Process.

1. From the View list, click on the View to be Archived.
2. Click the Archive button displayed in the toolbar.
   You can also change the status from the Update View Drawer.
   
3. The Status of the View will be updated.
   To Unarchive a View, change the status to 'Draft' or 'Active' from the Update View Drawer.

Exporting the Views List

You can export the list of Views to a .csv file. The Export will include the columns and the data that is currently displayed in the list.

If required, first add or remove any columns, make any searches, and set any filters and sort sequence. The columns are exported in a set order, but if you need these in a different order, you can change this in the file that is exported.

The List, Automation, and Report (Elite plan only) columns will be exported as "True" or "False" depending on the option selected in FYI for each View.

1. Click the View Tools button at the end of the column headings, on the right-hand side of the list.
   Note: The View Tools are not available if any views in the list have been ticked.
   
   
2. Select CSV Export to export the current Views in the list to a .csv file (comma separated).
   

Refer to Exporting Lists.