Views

Views are required to browse records and define the following three aspects:

• Which records are listed and being part of the result set.
• What information is displayed for the result set.
• How the records are sorted.

Create View

DETAILS & FIELDS

1. On the tab Views click the button NEW VIEW in the top right corner. This will present the screen shown below.
2. Define a name in the View Name input box.
3. Select the Object Definition to be queried from the drop-down menu.
4. Optionally select the related items to be included in the results by using the Include Related Items drop-down menu.
5. Select the Fields to be displayed by the View using on of the following methods:
   • Instantly move designated Fields by double-click.
   • Mark the designated Fields and use the arrow buttons located between the list of Available Fields and Selected Fields.

Note

At least one Field needs to be selected in order to proceed and save the View. The other sub tabs FILTERING, SORTING and INDEX SEARCH may remain untouched.

FILTERING

Define filter conditions for the records being displayed.

1. Click the button ADD FIELD to the right.
2. Select the Field used to filter the records.
3. In dependency of the Field type a specific dialog will appear to define the filter conditions. Once conditions are defined press APPLY FILTER to close the dialog.

Use the following elements to apply modifications to your condition:

	With multiple conditions used to relocate vertically by drag-and-drop.
	Negate this condition / group.
	Edit this condition.
	Remove this condition / group.

As soon as another condition is added they are automatically linked by AND. Click the box to toggle to the connecting box to OR and vice versa.

Drag-and-drop one condition over another one to create a group. Condition groups show a small icon identifying them as group and follow the principles as single conditions.

SORTING

• Click the button ADD SORT to select the Field for sorting.
• Multiple Fields can be added to define complex sorting conditions.
• Drag Fields to change priority with the topmost Field having the highest priority.
• Toggle the sort icon for a Field to switch ascending sort order (AZ) to descending sort order (ZA).
• Remove a Field from sort order by clicking the bin icon.

INDEX SEARCH

• Click the button ADD SEARCH INDEX to select the Search Index to be queried.
• A new line is added where you can enter the term to be searched.

Note

Multiple Search Indexes can be added and queried but each can only be added once.

Manage View

List

The following properties will be displayed in the View list:

• View Name shows a link to access the list of resulting records.
• Object Definition is indicating the object type the View has been created for.
• Visible Fields is the count Fields added for display.

Actions

• Edit to change the View name or properties.
• Delete to permanently remove the View.

Details

Entering a View does show the list of resulting records.