How are custom views promoted to the Cireson Portal edited or deleted?

Chris_Reginaldo

Good day all,

I'm currently in the process of performing some customization of the Asset Management views that we created to display specific asset information for our support staff.  I've completed the views and wanted to test functionality through the portal but now I find myself with the need to change the wording of the folder and the named view.

Unfortunately, I do not see an option to demote the view within Asset Management view builder tasks or under the properties settings.  How would this be accomplished?

Joe_Burrows

Hi Chris

You can rename the view in the navigation settings of the portal:



From here you can also delete the view and re-promote.

Hope that helps!
Regards
Joe

Tom_Hendricks

If you promoted the views from the console (using View Builder), you can edit them in the console and then promote again.  It will check to see if it already exists and update (rather than create) if it does.  To delete a view from the portal, delete the navigation node for the view that was created by the view builder (in Navigation Settings)

Joe_Burrows

Hi Chris

You can rename the view in the navigation settings of the portal:



From here you can also delete the view and re-promote.

Hope that helps!
Regards
Joe

Tom_Hendricks

If you promoted the views from the console (using View Builder), you can edit them in the console and then promote again.  It will check to see if it already exists and update (rather than create) if it does.  To delete a view from the portal, delete the navigation node for the view that was created by the view builder (in Navigation Settings)

Chris_Reginaldo

Outstanding!  That's what I need