About DataView Layouts

The layout of a DataView includes anything the user can change, including summaries, columns, groups, and filtering. You can save the data as you have arranged it, and recall this layout later. If you need to view the data in multiple ways, you can save multiple layouts from the same DataView. You can save layouts at the Vendor, Site, Group, and User scope levels.

Use these fields and buttons on the DataView Layouts form to describe a layout:

Source Type

• Predefined: This DataView was constructed through the DataViews Setup process, and is available to users who are given access.
• Form: You can generate this DataView by clicking the DataView button in the toolbar. Data populates from the active form that you are viewing.
• Drilldown: This DataView is associated with a critical number, and includes records related to the critical number calculation.
• DataSearch Source: This is related to the DataSearch feature. Each source can have a different layout.

DataView

This field shows the name of the DataView.

Layout

This field shows a name for the layout that is used to distinguish it from other versions of the layout. On new records, specify the name for the layout to distinguish it from existing layouts.

Default

Select this check box to specify that this layout is used for the initial display of the DataView.

Scope Type

This field shows the level at which the layout is available: Vendor, Site, Group, or User.

Scope Name

For Scope Types Group and User, the specific group or user is displayed. On new records, select the specific group or user.

For the Scope Types Vendor and Type, this field is disabled.

Copying a Layout

Click Copy Layout to create a new layout based on the currently selected layout. The default name of the new layout comes from the previous layout.

Related Topics

About DataViews

Setting Up DataViews