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Display Schemas

Some features described in this article are available starting with meshIQ Manage version 12.1 and greater.
For a quick overview of what's new or changed, visit the meshIQ Highlights page for a version-by-version breakdown.  

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Version 12.x and Later
Version 11.3 and Earlier

Version 12.x and Later

User Settings

The Display Schemas tab located on the Settings window is a central location from which you can manage schemas for all products and widgets.
Users with the Manage Private Display Schemas security right can view the schemas they have created for filtering individual widgets under the Display Schemas tab in User Settings. This tab only shows the user’s own schemas—it does not include shared schemas or global schemas.

Schemas are grouped by Product and Widget Type. To see a schema’s details, simply select it from the list. Its information will appear on the right side of the screen.

Users with this permission can add, copy, edit, and delete their own schemas using the buttons available. Even if a user loses this permission later, they can still view their existing schemas.

If you also have the Manage Shared Display Schemas permission, you can use the available buttons to access the Schema Sharing and share your schemas with groups. Shared schemas are marked with a green Shared Schema icon. Members of the groups you shared with can then use these schemas in their widgets. (See the Schemas article for more details.)

Application Settings

Users with the Manage Global Display Schemas security right can view and manage application display schemas, which are available to all users. To access them, go to Application Settings and open the Display Schemas tab. From there, you can add, copy, edit, and delete application display schemas.

For information on adding, copying, sharing, editing, and deleting display schemas through the Manage Schema dialog, see the Schemas.

Add a Schema

  1. Select the Product and Widget Type (Object) of the schema you want to add.
  2. Click Create a new schema button.
  3. Follow the instructions for adding a new schema in the Schemas article to complete the add process.

Copy a Schema

To create a new schema based on an existing one, do the following:

  1. Select the Product and Widget Type (Object) of the schema you want to copy.
  2. Click the desired Widget Schema from the list on the left, then click the Create a copy of the selected schema Copy button.png button.
  3. Follow the instructions provided in the Schemas article to complete the copy process.

Edit a Schema

  1. Select the Product and Widget Type (Object) of the schema you want to edit.
  2. Click the desired Widget Schema from the list on the left, then click the Edit button.
  3. Follow the instructions for editing a schema in the Schemas article.

Delete a Schema

  1. Select the Product and Widget Type (Object) of the schema you want to delete.
  2. Click the desired Widget Schema from the list on the left, then click the Delete button.
  3. A confirmation message is displayed:
  4. Click Yes to delete the schema or No to cancel the action.

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Version 11.3 and Earlier

User Settings

The Display Schemas tab located on the Settings window is a central location from which you can manage schemas for all products and objects.
Users with the Manage Private Display Schemas security right can view the schemas they have created for filtering individual viewlets under the Display Schemas tab in User Settings. This tab only shows the user’s own schemas—it does not include shared schemas or global schemas.

Schemas are grouped by Product and Viewlet Type. To see a schema’s details, simply select it from the list. Its information will appear on the right side of the screen.

Users with this permission can add, copy, edit, and delete their own schemas using the buttons available. Even if a user loses this permission later, they can still view their existing schemas.

If you also have the Manage Shared Display Schemas permission, you can use the buttons to open the Schema Sharing dialog and share your schemas with groups. Shared schemas are marked with a green Shared Schema icon. Members of the groups you shared with can then use these schemas in their viewlets. (See the Schemas article for more details.)

Global Settings

Users with the Manage Global Display Schemas security right can view and manage global display schemas, which are available to everyone.
Click Edit Global Settings to access the global Display Schemas tab. From there, you can add, copy, edit, and delete global display schemas.

For information on adding, copying, sharing, editing, and deleting display schemas through the Manage Schema dialog, see the Schemas.
DisplaySchemas.png

Add a Schema

  1. Select the Product and Viewlet Type (Object) of the schema you want to add.
  2. Click Add....
  3. Follow the instructions for adding a new schema in the Schemas article.

Copy a Schema

To create a new schema based on an existing one, do the following:

  1. Select the Product and Viewlet Type (Object) of the schema you want to copy.
  2. Click the Viewlet schema in the list on the left.
  3. Click Copy As... 
  4. Follow the instructions for copying a schema in the Schemas article.

Edit a Schema

  1. Select the Product and Viewlet Type (Object) of the schema you want to edit.
  2. Click the Viewlet schema in the list on the left.
  3. Click Edit...
  4. Follow the instructions for editing a schema in the Schemas article.

Delete a Schema

  1. Select the Product and Viewlet Type (Object) of the schema you want to delete.
  2. Click the Viewlet schema in the list on the left.
  3. Click Delete.
  4. A confirmation message is displayed:
    DltSchemaConfirm.png
  5. Click Yes to delete the schema or No to cancel.