Defining View Hierarchies

Many records in Aptify have sub-type records or are linked to records in other services. For example, a person can have multiple functions, which are stored in the Person Functions sub-type. Also, there can be multiple Contact Log records linked to the same person. Aptify saves contact logs in their own Contact Log top-level service but a user can see the list of Contact Logs associated with a person from the Person form's Contact Log tab.

A user can display sub-type and linked record information for a top-level record directly within a view; the user does not need to open the record first in order to review information about related records.

Aptify refers to this ability to display a record's sub-type and related records as hierarchical viewing since related records appear below a top-level record. For each service, the system can display any of the service's sub-types and those related services with which the top-level service has a one-to-many relationship.

A sub-type is typically a tab on a form that contains a list of records. Within the tab, you can add, remove, or organize the sub-type records as necessary. For example, in a Persons record, the list of functions that person performs are displayed on the Functions tab. Person Functions is a sub-type of Persons. See Using the Sub-Type Tab Listing for more information.

A link box on a form typically represents a one-to-many relationship. For example, the Person field on a Payments form is a one-to-many relationship between Persons and Payments (a Person can make multiple payments, but each payment is made by one person). Therefore, you can create a hierarchical view of the Persons service to display the Payments associated with each Person.

When you click the Hierarchy tab on a View Properties dialog, Aptify automatically displays the list of available hierarchies that you can add to the view based on the selected service's relationship with other entities in the system.

This topic covers the following sub-topics:

• Creating a Hierarchical List View
• Navigating a Hierarchical View
• Collapsing All Open Hierarches