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Manage System Object Presentations

Overiview

Customized object presentations may be personal or system type. You specify this type when saving (SAVE AS) a new customized presentation.

Personal -- Owned by and available only to the user who created it.

System - Owned by the creator but may be shared with other users and/or groups.

These customized presentations are defined by object type (e.g., table, column, schema, report, etc.). One may manage the system type presentations which when shared can be the default presentation (object page) for various users and groups of user.

The available presentation for a particular object type are presented when selecting a presentation.

The available presentations are listed in two groups, System and Personal, each then in alphabetical order.

If no presentation is manually selected then the first SYSTEM presentation will be used, and it will be the Default (Built-in) if no system level presentations have been shared with this user.

When multiple system presentations are shared with a user, the default presented is the one first. However, when defining a system presentation, you may specify Exclusive Default which will override all the system presentations and that one will be the default.

The UI sorts the list this way:

  • First all system presentations are in alphabetical order (Default (Built-in) being last)

  • Then any User / Shared presentations in alphabetical order.

  • By default, the UI will select the first presentation of the list.

  • However, if the user selects a different one than the default for a given object type. The UI will remember that next time this is the one it should show. Here the customer might have at some point selected the default (Built-in) presentation manually and this is why it is now selected by default for this object type. They can reset all User preferences in the User/Preferences dialog.

Steps

  1. Sign in as a user with at least the Application Administrator capability global role assignment.
  2. Go to MANAGE > System Object Presentations in the banner.

  3. From here you may:

  4. Rename a presentation

  5. Share a presentation with users and groups of users thus making that the default presentation for that type of object for those users. Alternatively, you may double click the Viewers or Editors headings.

  6. Edit Configurations to specify the configurations in which the presentation is available

  7. X Delete a presentation

  8. IMPORT new presentations from an XML file

  9. EXPORT a presentation to an XML file to share with others who may import.

The Hidden Tabs column may not be edited here, but instead is set when creating or saving a presentation.

Example

Sign in as Administrator and go to MANAGE > System Object Presentations in the banner

Graphical user interface, application Description automatically generated

The presentations are grouped by category (scope). Within these groups, they may be sorted by clicking that column header.