Assign Cards to a View

The cards (Group / Custom group) can be assigned to a View, reassigned to another View, or unassigned from all Views.

Note:  The Custom group cards are available only to users with Manage custom groups access permission, see Users and Roles.

1. Go to Administration > View Management.
2. In the required View row, click on Groups/ Custom groups.
3. In the Selected column, click in the tick box to select or deselect a group (instrument).
4. Click on Save.
   

Or, you can assign an individual card to a View:

1. Go to Groups and Batches.
2. Select Groups/ Custom.
3. Find the required card, and click on .
4. In the Assign to Group view drop-down, either:
   • Select a View, or
   • Select No view selected.
5. Click on Save.
   

The selected cards have now been assigned to that View, or they have been removed (unassigned) from that View.