How do I change the views pinned to MyView in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
Change the views listed in MyView
Pin views to MyView
Remove views from MyView
Pin views to MyView
Remove views from MyView
Environment
- CCH Axcess Workflow
- Manage Users Utility
Procedure
You can pin up to seven independent views. If no views are selected, My Tasks is the default pinned view.
To change the MyView views that are pinned for a single user, do the following:
To change the MyView views that are pinned for multiple users at one time, do the following:
To change the MyView views that are pinned for a single user, do the following:
- Click the button in the upper right corner of the window to open the Utilities menu.
- Click Manage Users under User Utilities to open the Manage Users page.
- Click the first name of the user you are making changes for.
- Click User Preferences in the navigation pane.
- Click into the Pinned View for MyView box.
- Select the items you want to pin in the list. Click the x next to items you want to unpin.
- Click Save Changes in the upper right corner.
To change the MyView views that are pinned for multiple users at one time, do the following:
- Click the button in the upper right corner of the window to open the Utilities menu.
- Click Manage Users under User Utilities to open the Manage Users page.
- Select the check boxes for the users who you want to make changes for.
- Click Bulk Edit.
- Click into the Pinned View for MyView box.
- Select the items you want to pin in the list. Click the x next to items you want to unpin.
- Click Update.
Additional Information
N/A
Solution Id | 000235542/How-do-I-change-the-views-pinned-to-MyView-in-CCH-Axcess-Workflow |
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