Views Form

The Views form stores information about views created on services.
Views Form
Top Panel
Owner (required)
The owner of the view.
Entity
The service with which this view is associated (such as Persons, Companies, or Orders).
View Category
This field specifies the folder that contains this view. Note that the specified view category and the view must have the same owner in order for the view to be displayed correctly.
Configuration Tab
This section provides the system administrator with the ability to create the view by selecting filters or by entering a valid SQL statement. The View Configuration tab corresponds to the View Properties dialog. See the Viewing System Viewing System chapter of the Aptify User Guide for information on the dialog and its configuration options.
Advanced (SQL) Sub-Tab
The Advanced (SQL) sub-tab of the View Configuration tab provides the administrator with the ability to write a customized SQL statement. When altering the Service field in the top panel of the Views record, this section is populated with a basic SQL statement including those fields that are configured to display in the view.
Advanced (SQL) Tab
Auto Refresh Sub-Tab
Configure the frequency with which the view contents automatically refreshes to display up-to-date information.
Calendar Sub-Tab
Configure the Calendar View properties. Only applicable when View Type is set to Calendar. See the Viewing System: Calendar Views Viewing System: Calendar Views chapter of the Aptify User Guidefor more information.
Chart Sub-Tab
Configure the Chart View properties. Only applicable when View Type is set to Chart. See the Viewing System: Chart Views Viewing System: Chart Views chapter of the Aptify User Guide for more information.
Fields Sub-Tab
This tab allows the administrator to select the fields that appear within a List View.
Filters Sub-Tab
An administrator can add filters to the view using this tab.
Format Sub-Tab
This tab allows the administrator to configure the format of the data within a List View.
General Sub-Tab
Stores general information about the view.
Name (required)
The name of the view that appears underneath the service within the Aptify application folder.
View Type (required)
The type of view (List, Calendar, or Chart).
Description
A description of what information the view return.
Show Default Preview Pane
By placing a check box in the Show Default Preview Pane, the view will include the entity's default preview pane by default. See the Show Default Preview Pane Option Show Default Preview Pane Option section in the Viewing System: List Views chapter of the Aptify User Guide for more information.
Hierarchy Sub-Tab
This tab allows the administrator to add hierarchical data (such as sub-types and one-to-many entity relationships) to a List View.
Paging Sub-Tab
Configure the number of rows that appear per page within a view. Applicable to List Views.
Pivot Table Sub-Tab
Configure the Pivot Table properties. Only applicable when View Type is set to Pivot Table. See the Viewing System: Pivot Tables Viewing System: Pivot Tables chapter of the Aptify User Guide for more information.
Sorting Sub-Tab
This tab allows the administrator to specify the order in which data appears within a view. Applicable for List and Chart Views.
Scheduling Sub-Tab
This tab allows the administrator to specify when the view should run to automatically generate a list or report.
Results Tab
Once the Views record has been configured with valid information, it may be saved. After the Views record is saved, the View Results tab is enabled, which displays the results of the generated SQL statement. This allows the administrator to validate the generated SQL statement by the information returned in this section.
View Results Tab