How to: Create and Name a Customized View

[This is prerelease documentation and is subject to change in future releases. Blank topics are included as placeholders.]

Microsoft code name “Quadrant” allows you to customize views extensively. To help manage the custom views, “Quadrant” also enables you to save the views with any name. The saved viewer then becomes one more choice of available viewers for a specific entity type.

This topic consists of three parts. First, you customize a view of one of the sample tables in the repository. Second, you save the view with a new name. In the final part, you see the result of saving the viewer. To install the sample data, see How to: Install the "Quadrant" Sample Data.

The following figure shows an example of what can be produced after completing this tutorial.

To customize a viewer

1. If the repository explorer is not open, on the View menu, click Explorer, and then click Repository.

2. Expand the Catalog node.

3. Click Microsoft.Samples.Organization.

4. Drag and drop Requirements to an empty space on the workspace.

5. On the menu, click View, then click ColumnSettings, and clear Id. The column disappears from the workpad.

6. On the View menu, click ColumnSettings, and clear Folder. The column disappears from the workpad.

7. On the View menu, click ColumnSettings, and check PersonToRequirements. That column appears in the workpad.

8. In the Requirements-Collection workpad, click the Status cell in the first row to select it.

9. On the View menu, click View Column As, and click ComboBox.

10. Resize the Status column to see its contents by dragging the right side of the column when the double-sided arrow appears.

11. In the Requirements-Collection workpad, click the Description cell in the first row to select it.

12. On the View menu, click View Cell As, and click TextBlock to make the column read-only.

To save the view with another title

1. On the View menu, click Save View As….

2. In the Save As New Viewer dialog box, type in a new name, such as Requirements Table.

3. Check the box for Preferred viewer Requirements collection. This makes Requirements Table the default viewer for the Requirements collection.

4. Click the Save button.

5. Close the Requirements-Collection workpad.

To see the new default viewer

1. From the left pane of the repository explorer, drag and drop the Requirements icon to an open space on the workspace again.

   The collection appears in the Requirements-Collection workpad.

2. Click the viewer label in the upper right corner of the workpad.

   The list of available viewers appears in the drop-down list. The final item is Requirements Table (Default).

See Also

Tasks

How to: Set a Preferred Viewer

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