Tasting Views Maintenance

Tasting Notes Detail

Create a new view

  • Go to a Tasting Notes Detail page.

  • Click on the “Options” button.

  • Click on Views Edit.

  • Click on Create View.

  • Type a name of the view in the “View name” input box.

    • If you want, you can click on the “Set As Default View” checkbox if you want this view to always show when you open up a tasting note.

  • Choose the Lab data that you want to add.

  • Choose the Actions that you want to add.

  • Click the Save button.

  • Once back at the “Tasting Notes - Views” page, click on the back arrow.

  • You should be back at the Tasting Note. To user your new view, click on the Options button and choose your newly created view.

Modify an Existing View

  • There are two ways to modify a view

    • Via “Views Edit”.

      • Go to a Tasting Notes Detail page.

        • Click on the “Options” button.

      • Click on Views Edit.

      • Click on the pencil icon.

      • You can update the name of the view by changing the value in “View name” input box.

      • You can update the state of the “Set As Default View” checkbox.

      • You can modify what Lab Data you want to have appear on this view.

      • You can modify what Actions you want to appear on the this view.

      • After making your changes, click on the Save button.

    • Via the “Edit Current View”.

      • Go to a Tasting Notes Detail page.

        • Click on the “Options” button.

      • Click on Edit Current View.

      • You can update the name of the view by changing the value in “View name” input box.

      • You can update the state of the “Set As Default View” checkbox.

      • You can modify what Lab Data you want to have appear on this view.

      • You can modify what Actions you want to appear on the this view.

      • After making your changes, click on the Save button.

Delete an Existing View

  • There are two ways to delete a view.

    • Via “Views Edit”.

      • Go to a Tasting Notes Detail page.

      • Click on the “Options” button.

      • Click on Views Edit.

      • Click on the trash can icon.

    • Via “Edit Current View”

      • Go to a Tasting Notes Detail page.

      • Click on the “Options” button.

      • Click on Edit Current View.

      • To delete the view, simply click on the Delete button in the bottom-left of the page.

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