Tabsters Help Center

The redesign of the view system in Tabsters has led to a reorganization of view display and management. From now on, the views displayed on the various tabs correspond to the pinned views.

You can choose which views are pinned to the display, and unpin them if you wish. By default, if you don't have any custom views, the default views are displayed.

The overhaul of the view system has also introduced a new feature: view sharing, enabling you to share the views you've set up with your colleagues or team, for example.

This feature lets you share views directly within the application, without having to send a link to your colleagues, and without having to duplicate the view to save a personal copy.

View sharing is based on a system of rights, just like project management in the Tabsters environment, so you can share your views individually or en masse using user groups, and also choose the type of sharing you want to do (read, modify or administer).

By default, all users have "No access" to your views, which means they cannot see your view at the moment.
For a user to access your view, they must have one of the three rights below:

• The read right allows the user to whom this right has been assigned to view your view without being able to make any changes.
  The user can, however, "Save view as" to create a personal copy of your view which he can then modify.
• The modification right allows the user to whom this right is assigned to make modifications to your view, such as adding columns, applying sorting/filters, renaming it...
• The Administration right allows the user to whom this right is assigned to make modifications to your view, share it with other users, or delete it.

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Please note that the modification & administration rights allow the user to whom you share your view to make changes to your view directly, and not to a copy of the view, or even to delete it.

This type of right should therefore be assigned with care to avoid unwanted modifications, or even deletions, of your views.

Views can be shared from the context menu of pinned views.

• Display the list of your pinned views if they are not already displayed, by clicking on the 3 bars at top left, accompanied by the title of the current view.
  This will bring up a pop-up menu containing the list of your pinned views.

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• If the view you wish to share is not in your list of pinned views, you can add it by clicking on the "+"icon in the top right-hand corner of the context menu, then click on the blue pin icon next to the view.
  Your view will then be displayed in the list of pinned views.

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• Then click on the three small dots to the right of the title of the view you wish to share, and select the "Share view" option.

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• A pop-up window appears, listing the users and user groups to whom you can share your view.
  N.B.: This list only shows users to whom you have rights. If someone you need to see is not on the list, contact your Tabsters administrator.

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• You can search for the user to whom you wish to share your view using the search bar at the top right of the pop-up window.
  Once you've found your user, you can share your view with them by clicking on the label to the right of their name and selecting one of the three available rights(Read, Edit, Admin).

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Once the right has been assigned, the user in question will be able to access your view by clicking on the blue "+"in the list of pinned views, in the "User views" section of the shared view type.