Configuring and Filtering Privacy Notice Views

You can configure the Privacy Notices screen to display information from different fields and to filter the information based on specified criteria.

To configure the columns

  1. On the Privacy Notice Management menu, select Privacy Notices. The Privacy Notices screen appears.
    Note:

    If you own the Policy Management module, the menu will be named Policy.

  2. Click the Column Editor icon button. The Select Fields to Display modal appears.


  3. Configure the fields as necessary.
  4. Click the Apply button.

To add filters

  1. On the Privacy Notice Management menu, select Privacy Notices.
    Note:

    If you own the Policy Management module, the menu will be named Policy.

    The Privacy Notices screen appears.

  2. Click the Filter icon.

    The Filter pane appears.


    Filter pane
  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click the Save button.
  6. Click the Apply button.

To create saved views

  1. On the Privacy Notice Management menu, select Privacy Notices. The Privacy Notices screen appears.
    Note:

    If you own the Policy Management module, the menu will be named Policy.

  2. To create a custom saved view, apply your filters and column views as needed.
  3. Click the View Selector to open the view selector.


  4. Click the Save As button. The Create View modal appears.


  5. Enter a name for your saved view, then click the Create View button. The custom saved view is now available.

To manage policy views

  1. On the Privacy Notice Management menu, select Privacy Notices. The Privacy Notices screen appears.
    Note:

    If you own the Policy Management module, the menu will be named Policy.

  2. Click the View Selector to open the view selector.
  3. Click the Manage Views button. The Manage Views modal appears.

  4. Make changes as necessary. For more information, see Manage Views Screen Reference.
  5. Click the Save button.

Manage Views Screen Reference



Field
Description
My Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Delete View

Click the Delete View button to delete this view.