Views are a Windows-client feature that enable you to display editors and system information outside the editor, and provide alternate ways to access forms. For example, you can navigate the file system hierarchy with the System Navigator, and access and edit information about a form using the Properties view. Service Manager saves any changes that you make in a view immediately.

A Perspective can contain one or more views.

Views have menus and toolbars that affect only the items in the view. For example, if you click Expand All in the System Navigator, the tree expands but you see no change in the editor.

Most views also have a More Actions menu that displays a list of related Service Manager actions and a context menu that displays a list of related actions for the view. Right-click the view’s titlebar to display the view’s context menu; right-click the form or record list to display Service Manager’s options menu.

You can save screen space and customize your perspective by stacking views. Drag one view over another to create a Tabbed notebook. You can also change the view sizes and create fast views. You cannot open more than one of each view at one time. If necessary, use the Secondary System Navigator to create a second instance of a view.

View of a To Do queue
Component Description
View Toolbar Each view has an individual toolbar with buttons that support available functions.
View Titlebar Click the X to remove the view from the workspace.
Right-click the view’s title bar to display the view’s context menu.
Tabbed Notebook Tabbed notebooks support stacked views.
Click any tab to move that view to the top of the stack.
More Actions Menu Click the down arrow to display the More Actions menu.
Right-click the form or record list to display the Service Manager’s More Actions menu.

Related concepts

Fast views

Related tasks

Create a fast view