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Aptify 5.5.2 adds the ability to create base views using the Base Views wizard. Follow the steps below to create additional base views in Aptify 5.5.2:
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- Running a view of Entities and clicking the icon from the view’s toolbar. If you select the record of a top-level entity before launching the wizard, the name of the entity will be automatically populated in the Entity field.
- Clicking the icon from the Entity’s entity browser. In this case, you will need to manually enter the name of the entity in which you want to create the base view.
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The base view name must be unique (It should not be the same as another base view in the system) and cannot contain spaces. |
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The entities in the drop-down menu are listed in order of their relevance to the originally selected entity, with those entities with a direct relationship with the originally selected entity being listed first. See Best Practices for Adding Fields from Entities with Non-Direct Relationships for more details about the steps needed to add fields that do not have direct relationships to the current entity. |
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You can review and make changes to the base view by going to the Base Views tab of the entity in which you created the alternate base view. You can also:
- Configure the base view as the default base view to use when running a find for a particular service or when creating new views. See Creating a Default Base View for more details.
- Add fields to that base view that are from entities that do not have a direct relationship from the current entity. See Best Practices for Adding Fields from Entities with Non-Direct Relationships for more details.
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Follow the steps below to create additional base views in Aptify 5.5.1:
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This process can still be used to create a base view in Aptify 5.5.2, if you prefer to use a manual creation method. |
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The base view name must be unique (It should not be the same as another base view on the entity) and cannot contain spaces. |
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If you check this option without specifying information on the User and/or Group Permissions tabs, the base view will be disabled for all users. |
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Make sure the Is Name field for the current entity is added as a field. This ensures that operations like executing a find from a link box work as expected. |
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Once the Fields record is saved, the name of the base view field cannot be modified and the field is disabled. |
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If there is no direct relationship from the current entity to the entity with the field in which you want to add, prerequisite steps are required. Attempting to save the base view without performing these steps will cause the save to fail. See Best Practices for Adding Fields from Entities with Non-Direct Relationships for more information. |
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You can modify accordingly, however, keep in mind that certain changes may have undesirable affects (for example, reducing the field size). Aptify recommends using the default field characteristics whenever possible. |
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- Creating filter rules for Base Views records is similar to creating filters for views. See Defining View Filters for more details.
- Once a filter is applied, the logic is displayed on the General tab as a disabled field.
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- The base view is generated and is ready for use for find and view operations for the particular entity.
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In Aptify 5.5.1 and up, you can configure default base views to use when running a find for a particular service or when creating new views. This allows an organization to streamline what fields users has access to when running finds and/or views. Follow the steps below to configure default base views for an entity.
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- Global – View will be default for all users
- User – View will be default for a particular user, user must be specified in the User field
- Group – View will be default for a particular group, group must be specified in the Group field
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- Note that if no default base view applies to the views or finds, the entity's standard base view is used as the default.
- If more than one Default Base Views record is specified with the same permissions but for different base view, the top most record take precedence.
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This section outlines the steps required when adding fields to a base view that are from entities that do not have a direct relationship from the current entity. This include sub-types that do not have a first level relationship with the current entity (i.e., second and third level sub-types). This procedure can be used in Aptify version 5.5.1 and up.
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Attempting to save the base view without performing the steps below may cause the save to fail. |
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The Database Objects record must be non-generated. |
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See the Persons With Committees sample base view on the Persons entity for an example of an base view that has fields linked to non-direct entities.
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Aptify has the ability to display fields linked to other services as hyperlinks. However, this functionality is not supported for base view fields that do not have a direct relationship to the current entity. In this case, the field displays as a normal field, even when the Hyperlink option is checked. See "Enabling or Disabling Hyperlinks for Fields in a List View for more information about this feature. |
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In Aptify 5.5.1 and up, once an additional base view has been created, users who have appropriate permissions can run find queries against the alternate base view. When using the Basic Find dialog from a view's toolbar, entity browser, or any other location in the Aptify application, a user can specify which base view to use from the drop-down shown below.
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When using the Advanced Find dialog, a user specifies the base view to use from the Base View drop-down. In addition, you can view a description of the base view by hovering over the information icon shown below.
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In Aptify 5.5.1 and up, once an additional base view has been created, users with appropriate permissions can create views based on the alternate base view. When creating a view, a user selects the appropriate Base View from the Base View drop-down list and configures the view as desired. If a default base view is configured, it is automatically selected.
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Once a view has been created, the Base View field is disabled and cannot be modified. |
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