In Aptify, you can create multiple base views. Follow the steps below to create additional base views manually:
On the General tab, enter a Name for the base view.
The base view name must be unique (It should not be the same as another base view on the entity) and cannot contain spaces. |
If you want to specify permissions for this base view that is different from the permission for the entity itself, select the Base View Security option. Then use the Group Permissions and/or User Permissions tabs to configure the appropriate permissions.
If you select this option without specifying information on the User Permissions and/or Group Permissions tabs, the base view will be disabled for all users. |
Go to the Fields tab and open a new Fields record.
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. |
Enter a Name for the field.
Just like entity fields, the name for the base view field cannot contain spaces.
Once the Fields record is saved, the name of the base view field cannot be modified and the field is disabled. |
Entities that have a direct relationship to the current entity are listed first in the Entity drop-down.
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 to a Base View from Entities with Non-Direct Relationships for more information. |
Select the name of the field from the Entity Field drop-down.
The characteristic(s) for the field (SQL Data Type, SQL Field Size, SQL Allow Null, Default In View, Show in Find and Width) populate automatically via flow down.
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. |