Creating and Configuring Views

This topic provides the basic procedure for creating a new view based upon an existing view.

  1. Display the project view upon which the new view will be based.
  2. Choose View > New. The New View Wizard opens.
  3. Select one of the available options from the View Type list:
    Branch All
    Will be based on a configuration of the currently open view. All items in the new view will be set to branch when they are modified. This branch behavior can be changed later for individual items in the new view so that changed items do not branch.
    Reference
    Allows users to read from and write to a subset of the parent view's current configuration. Any changes appear in both the reference view and its parent.
    Read-only Reference
    Allows users to read from a subset of the parent view. Unlike a read-write reference view, the contents of a read-only reference view may be current (floating) or configured to a point in the parent view's past by specifying a label, promotion state, or time.
  4. Type a Name and a Description for the view in the appropriate fields and click Next.
  5. Select the Root Folder for the new view and click Next.
    Note: The New View Wizard skips this step for a Non-Derived view.
  6. Type or browse for the name of an appropriate Default Working Folder.
    CAUTION:
    For a Branch All or a Non-Derived view, always use a working folder that is different from the one used by the parent view. Using the same working folder for the parent and child views can cause changes in one view to be overwritten when files are checked out from the other view. It can also result in incorrect or, at least, misleading file status indicators. For a Reference or Read-Only Reference view, you can use the same working folder as the parent view.
  7. Click Next to display the Select Types page.
  8. Select the item types to include in the new view. The new view will include items of the selected types from the parent view, unless the Override default types option has been selected in the View Access Rights dialog box.
    Tip: To create a view with no shared items, use the Branch All view type and clear all the check boxes on the Select Types page.
  9. Click Next to display the Configuration page.

    If you are creating a Non-derived or Reference view, click Finish.

    Note: It is not necessary to display the Configuration page for a Non-Derived view because no items from the parent view are included. It is also not necessary to display the Configuration page for a Reference view because the items have the same configuration as those in the parent view.
  10. Select one of the available configuration options on the Configuration page.
  11. Click Finish.
Parent topic: View Configuration and Management