Custom Views in the Release Decision Tool

As with profile tabs, you can set user-specific Views for each stage of the Release Decisions process.

To get started, navigate to the Release Decisions tool:

  1. Select Database on the top navigation bar.
  2. Select Release Decisions (beta), which brings you to the Overview stage.
  3. Select from the right-hand navigation the stage you'd like to create a custom view for. For example, Confirm.

Personal views are user-specific. Other Slate users in your institution will not be able to see personal views you created. Views are also stage-specific: they do not persist between stages of the Release Decisions tool.

Learn more about custom views, including how to adjust column widths, filter and more, by reading the Custom Views for Profile Tabs article. 

  What happened to the old Release Decisions?

This article covers new functionality available in the latest version of the Release Decisions tool. If you'd rather use the legacy Release Decisions tool, you can click the link in the right-hand navigation at any time.

Legacy_Release_Decisions.png

  Looking for legacy documentation?

Refer to Release Decisions legacy articles for information on this feature's previous iteration.

Create a Customized View

To create a customized view:

  1. Select the Customize View icon at upper right. The Customize View dialog box appears.
  2. Select Copy Preset.

    Copy_Preset.png

  3. Enter a name for the new Custom View and select OK.
  4. Select your new custom view from the list.

    Select_Test_View.png

  5. Under Exports, select Export to add one or more custom view columns.  Select Continue to add your export.

    New_Export.png

  6. Double-click on the export for further refinement. For example: change the export's name, adjust the column width, or control the format mask for dates. Select Save when finished.
  7. (Optional) - Add filters to refine the set of decisions to be viewed. For example, you may wish to view only particular decision codes.

    Add_Filter.png

    Edit_Filter.png

  8. Select the Save Preset icon at the top right.

    Save_Preset.png

  9. Select Update.
Default View Custom View

Default_View.png

The default view has no filters and uses the default exports for decision stage Confirm.

Pin a Custom View

Want quick access to a view? Pin it! Pinned views are more easily accessible and allow you to quickly jump between multiple views.

To pin a view:

  1. Select the Customize View icon at upper right. The Customize View dialog box appears.
  2. From the list, select the view you'd like to pin.
  3. Beneath the list, select Pin View.

    Pin_View.png

  4. Select the Save Preset icon at upper right.

  5. Select Update. A dropdown menu appears next to the Customize Views icon from which you can select between your pinned views.

    Pinned_View.png

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