Working with Views and Configurations

Once you've set up a sensor, score graph, or grid view for a piece of equipment/system, you can save the view configuration by selecting the View icon in the top right corner. This will allow you to load data for a specific rule or sensor. You have the option to save the view as the default view to automatically load or as a view you can select to load when you are viewing that specific piece of equipment or system. Saving a view will also save the column location as well.

Saving a Configuration

To save a view and configuration:

1. After you have configured your Sensor Graph or Grid, select the View icon.

2. Select Save View & Configuration.

3. Enter the View Name.

4. Mark Set as Default View if you want this view to automatically load when accessing this view for the same equipment or system.

5. To share this view and configuration with another user, enter the recipient's email address and select ADD. You can enter additional recipients.

6. Select Save. If applicable, an email is sent to the recipient that contains a hyperlink to the configuration view that you've shared.

Viewing Saved View Configurations

1. On the Sensor Graph or Grid, select the View icon.

2. Select My Views & Configurations.

3. The View & Configuration table displays the following information:

   • View & Configuration Name: This is the name entered when the configuration was saved.

   • View Type: Displays if this is for equipment or a system.

   • Entity Name: Displays the name of the entity the saved view & configuration was created for.

   • Shared With: Displays the email address(es) the view has been shared with.

   • Default View: This indicates if the view was set up to be the default view.

4. Select the ellipsis to the right of a view configuration to:

   • Save As: Select to make a copy of the view configuration and save with a different name.

   • Edit: Edit the view configuration details including the name, mark as default view, and add/remove share email address(es).

   • Delete: Deletes the view configuration.

Editing a View & Configuration from the Sensor Graph or Grid

1. On the Sensor Graph or Grid, if you have a default view that loads or if you've selected a view to load after selecting the view icon.

2. Make your changes on the Sensor Graph or Grid.

3. Select the View icon.

4. To update the view with your changes, select Update.

5. To save your changes as a new view configuration, select Save As and complete the fields as described above in Saving a Configuration.