As an admin, you have the capability to create predefined view settings for your users in the Sheet View. These global view settings dictate which columns are visible, helping to streamline data entry by hiding unnecessary fields that might not be relevant for everyone or applicable to particular situations.
While global views provide a standardized framework, users still have the flexibility to create their own private views. This flexibility means multiple views can be crafted to address diverse situations or cater to different user roles.
⚠ Admin access is required to create global view settings.
How to Create and Save Global View Settings
To create and manage global view settings, follow these steps:
Accessing the Settings:
Navigate to the Sheet View of any plan. Note: Ensure that all the required media types are displayed.
Click on the settings cog wheel to begin creating a new view setting.
Modifying Settings:
Select "Modify Settings." Adjust the following global parameters that apply to all media types:
Dates: Choose whether to display months, weeks, and days next to the dates in the sheet view.
Duration: Enable this option to show the number of days a planned entry lasts. Note: Duration is only available in the Sheet View and cannot be exported or used in reports.
Creatives: Enable this to add a column for uploading creatives and displaying thumbnails.
ID (UTI codes): Decide whether to display these identifiers.
Approval Steps: Add this column to view the approval stage for each row.
Configure Fields:
Under "Show Fields," select which fields should be visible or hidden for the specific media type you're setting up (e.g., paid social). To hide a field, simply untick it.
Note that required fields cannot be hidden.
Save the Configuration:
After configuring all necessary fields, click "Save."
Provide a descriptive name for the view setting to make it easily identifiable.
Set Permissions and Defaults:
Assign the setting as "Public" to ensure everyone can view it, with editing permissions for Admins and editors.
Optionally, enable the toggle to make this the default setting for all users.
If applicable, apply this setting as a team default.
Repeat for Other Media Types:
Navigate to the next media type (e.g., TV).
Choose the previously saved view setting by name.
Click on the three dots and select "Edit."
Adjust fields specific to the new media type and save.
Repeat this process for each media type.
By following these steps, you can ensure consistent and streamlined view settings across your organization.
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