Introduction

You can now save your topology map changes as a saved view so that you can quickly return to it later in an easy-to-navigate UI. The Saved Views make it easier for you to switch between different views and you can access them from the hamburger menu in the top left corner of the topology explorer screen.

To save a view:

  1. Click Infrastructure > Topology Maps.

  2. Select the resource from the drop-down list.
    The topology explorer is displayed with the base resource you selected and its neighbors including the connections, based on the Depth level.

  3. Make changes to the map as per your requirements.

  4. Click the hamburger menu on the top left corner of the explorer.

  5. Click + icon.

    Save view

  6. Provide a name for the view and click ADD.
    The view is now saved and can be viewed under saved views.

    Saved view

Actions on a saved view

You can perform various actions on a saved view. Select a saved view and click the three dots adjacent to the view.


    View Options
ActionDescription
RenameYou can rename the selected saved view.
CopyYou can make a copy of the selected view.
Set FavoriteSelect a view and make the view as favorite.
Set Default ViewThe selected view can be made as default view. The default view is displayed when you access the topology explorer.
ShareShare the saved view to the users client role permissions.
RemoveRemove the saved view from the list.

Share Views

You can share the saved views to the roles that have view or manage permissions. As a client, you can share a view with users that have roles assigned to them.

To share a view:

  1. Click Infrastructure > Topology Maps.

  2. Select the resource from the drop-down list.
    The topology explorer is displayed with the base resource you selected and its neighbors including the connections, based on the Depth level.

  3. Make changes to the map as per your requirements.

  4. Click the hamburger menu on the top left corner of the explorer.

  5. Select a saved view from the list and click the three dots adjacent to the view.

  6. Click Share.
    The Share View dialog box is displayed.

    Share View

  7. Select a role or roles that have been assigned to client users.

    • If you select a client role, only client users under that role can view the topology.

  8. Click Share.
    The view is shared with the selected users.

Set Permissions

You need to enable the View or Manage permission for the client users from: Setup > Account > Users and Permissions > Permission Sets.

See Permission Sets to learn about enabling permissions.

Create a role

Create a role with client scope from Setup > Account > Users and Permissions > Roles.

See Create a role to learn about creating roles.

Assign Roles

Assign the roles to users from Setup > Account > Users and Permissions > Users.

See Users to learn about assigning roles to a user.