Setting Up DataViews

Use the DataViews Setup form to maintain DataViews, select the IDOs to use when results are displayed to the user, designate user and group permissions, and select data layout options.

Setting Up New DataViews

To set up a new DataView:

1. On the DataViews Setup form, turn off Filter-in-Place.
2. Click in the DataView grid, then select Actions > New to create a new DataView.
3. In the DataView field, specify a name that best describes the data to be presented.
4. On the General tab, specify this information:
• Select an IDO to include on the DataView.
• Click IDO Setup to launch the DataView IDO Setup form, filtered for the currently selected IDO.
• Follow the steps in Setting Up an IDO for a DataView.
• The IDO grid summarizes the information populated on the DataView IDO Setup form. All IDOs and their relationships can be viewed within the grid.
• For editable DataViews, use the Property Selection grid to select the properties to be displayed in the DataView Results form:

  The description for each property can clarify indiscernible property names.

  The column label on the Results grid for each property shows the default caption.

  Use the Caption Override column to specify a different column label in the Results grid.

5. Click Save.

NOTE: This application is prepackaged with multiple DataViews. Prepackaged DataViews cannot be directly modified, but they can be copied to a new DataView name and altered.

Creating a DataView from an Existing DataView

To create a DataView from an existing one:

1. Click Copy DataView to launch the DataViews Copy form
2. Copy the default values from the currently selected DataView.
3. Specify a new name for the DataView.
4. Click Save.

Setting Additional Information for the DataView

Use the tabs to set additional information:

1. On the User Permissions tab, specify this information:
• In the Users grid, grant specific permissions to existing users to view the DataView.
• In the Groups grid, grant specific permissions to existing groups to view the DataView.
  NOTE: In order to see DataView results, the user must be listed here, or must be a member of a group listed here.
2. On the Layouts tab, specify this information:
• Click Copy Layout to duplicate the currently selected row. Use this functionality for managing end-user layouts. If you make a change in one department, you can deploy it to another. If you save a layout at the site level that should not have been saved, you can remove it.
• The layout grid shows the layouts available for the DataView.
• If the Scope Type is Group or User, the Scope Name field is enabled to select the specific group or user. If the Scope Type is Vendor or Site, Scope Name is disabled.

Other Actions

Click Launch to execute the DataView, and open the DataView Results form for the currently selected DataView.

Click Import/Export to launch the DataViews Import/Export form, filtered for the selected DataView.

Related Topics

About DataViews

Setting Up an IDO for a DataView