To create a view definition in the Inbox:
On the toolbar in the Inbox, enter a search criteria in the Search field. You can click the search icon adjacent to the Search field to display the search results. You can also choose to perform an advanced search. To do so, click the down arrow adjacent to the search icon, and click Advanced. The Advanced Search dialog box is displayed.
In the Definition tab, select the Save Search as View option. Selecting this option saves the search conditions as a view definition.
In the Name box, enter a name for the view. Alternatively, to create a copy of a publicly shared view, click the lookup icon to open the Select Public View dialog box, select a public view name, and click OK.
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Note: If you log in as a domain admin user, then you can create the view as public so that all users can see the view. When you create a public view, it is displayed under the Standard Views section. For more information, refer to SOA documentation. |
From the Assignee list, select the assignee for the tasks that are to be listed in the view. You can filter the options by selecting the options, such as Me, Admin, and Creator.
In the Assignee, Task Type, and Add Condition fields, specify a search condition based on which certifications will be displayed in the view. For more information, see "Searching Certifications in the Pending Certifications Page".
In the Share View section, select any one of the following:
Definition only: Select this option to share the view definition with other users and groups.
Data: Select this option to share the data or search result in your view.
Click the lookup icon adjacent to the Users and Groups fields to select users and groups respectively with whom you want to share the view.
Click Save as View. The view is added in the Views pane of the Inbox under My Views.