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Entity Views allow you to customize which fields are displayed in various parts of LearningBuilder™ for a given Entity.

There are four different types of Views:

View Type

Where Used (varies by Area; see second table)

Summary

  1. Under the view icon (

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    .

  2. On the Learning Plan Overview.

  3. Available as a Depth option for Process Synchronization.

Detail

  1. Under the view icon.

  2. On the Learning Plan Overview.

  3. Available as a Depth option for Process Synchronization.

  4. On the Admin Profile and My Account view of a Member Role.

Report

Available as a data source in the Admin > Report sub-navigation tab.

Export

On CSV exports on the Audit and Eligibility tabs. Prior to Release 8.11, the also controlled the CSV export on the Admin -> Profile page.

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