Users with special permissions can set the default view of catalogs, tables and reports for other users.
This feature is useful for onboarding new users and helping others learn the system.
Customizing and applying the customized table definitions
Customize a table as described in Personalize Tables.
When the table's display is ready, click the Copy Design control. (If you can't click it, you do not have the necessary permissions.)
In the Copy Definition dialog that opens, choose to whom these table settings should apply:
- Copy To Selected Groups: Select one or more groups from the dropdown list
- Copy To Selected Users: Select one or more users from the dropdown listClick Send.
The table you have copied to your selected groups and/or users will now be their default. They will not be able to retrieve the system default, unless you undo the table customization as described in the following section.
Undo table customization
Navigate to the table for which you wish to restore the defaults.
Click the clear control above the table to open its restore menu and choose Restore Defaults.
Now that the table has been restored to its system default, click the Copy Design control above the table.
In the Copy Definition dialog choose the groups and users you had previously applied the table's customized definitions and click Send.