Where do I set user default views for the My View Page in CCH Axcess™ Workflow?

  • Article Type:
  • QA
  • Last Modified:
  • 11/05/2022

Question

Where can I set user default views for the My View of Page in CCH Axcess Workflow?

Environment

  • CCH Axcess Workflow
  • Manage Users
  • User Preference

Answer

The User Profile in the Manage User Utility has a separate Section called User Preference where you can:
  • Choose the required Views to appear on the Users’ My View Page in the Pinned View for MyView.
  • Set a Default View for the My View Page in the Default MyView View option.
  • Choose Default Task Category at the User Level as a default filter on the Searches, Reports and Others Pages of CCH Workflow Axcess in the Default Category option.

Additional Information

N/A

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