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About View Builder

Using the Example Views

View Builder Home Page

The View Builder Home page provides a centralized location from which you can create and manage Views.

This page opens when you click View Builder from the menu on the left-hand side of the HRMS Employee Self Service workspace. When you open this page for the first time, HRMS Employee Self Service displays eight example Views that you can use to see how the View Builder works and to explore the View possibilities for your company. As you create new Views, this page will display the last 10 active Views, with the most recently saved View first on the list.

The View Builder Home page consists of five columns that list the following information:

  • Saved. The date on which each View was last saved.
  • View Name. Displays each View name as entered in the View Name field on the Format View page. Click a View name to open the Edit View page, where you can edit the View.
  • Description. Displays the description of the View as entered in the Description field on the Format View page.
  • Data Source. Lists the type of data selected in the Data Source field on the Select Fields page.
  • Access Level. Lists the access level selected for this View in the Access Level field on the Format View page.

If you have more than 10 saved Views, click Search in the upper right-hand corner to open the Views page, where you can search for additional saved Views by name, access level, or status.

Creating and working with Views

  1. Click New on the menu that displays on the left-hand side of the View Builder Home page.
  2. In the New View page, use the View Builder tabs to create the new View.

Do either of the following:

  • Locate the View you want to edit on the View Builder Home page then click it to open it in the Edit View page.

    Note: If the View you want to edit is not listed on the View Builder Home page, click Search to open the Views page.

  • Click Edit on the menu that displays on the left-hand side of the View Builder window to open the Views page. Locate the View you want to edit, and then click it to open it on the Edit View page.
  1. Click Copy on the menu that displays on the left-hand side of the View Builder window.
  2. On the Views page, locate the View you want to copy, and then click it.
  3. On the Copy View page, enter a new name for the View for View Name on the Format View tab.
  4. (Optional) Use the other tabs on the View Builder page to make other changes to the View.
  5. Click Save to save the View.
  1. Click Export on the menu that displays on the left-hand side of the View Builder window.
  2. On the Views page, locate the View (or Views) you want to export, and then click the check box to select it.
  3. Click OK.
  4. On the File Download page, click one of the following buttons:
    • Open: Opens the View *.xml file in your web browser.
    • Save: Opens the Save As window, where you can select the folder where you want to save the View *.xml file.
  1. Click Import on the menu that displays on the left-hand side of the View Builder Home page.

  2. In the Import Views page, either:

    • Type the path to the *.xml file that contains the View you want to import.
    • Click Browse to open the Choose File window, and then locate the file to import.
  3. Click OK to open the Views page. Select the check box for each View you want to import.

  4. Review the Exceptions column for each View.

    If the View you want to import displays No in this column, click OK to import the View and proceed to step 5.

    If the View you want to import displays Yes in this column, then do one of the following:

    • Click OK to import the View. HRMS Employee Self Service will display a message that informs you of the exception error. Click Yes to import the View without fixing the error or click No to return to the Views page.
    • Click Generate Exception Report in the lower left corner of the Views page to run the Import Exception Report. Use this report to determine the cause of the error then fix the View before importing it. (Recommended)
  5. Refresh the View Builder Home page to display the imported View on the list.
  6. (Optional) Click the View to open the Edit View page, where you can use the View Builder tabs to format and modify the View.
  7. Click Save.
  1. Click the View on the View Builder Home page.
  2. On the Edit View page, click Delete.
  3. When HRMS Employee Self Service displays a confirmation message, click Yes to delete the View.