Best Practices for Adding Fields to a Base View from Entities with Non-Direct Relationships

This topic 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.

1. Create the base view as described above for the fields that you want to include that do have direct relationships or are part of the current entity.
2. Save the Base Views record and the base view's entity to generate the base view.

3. Open the base view Database Objects record and add the appropriate SQL (joins, fields, etc.) to specify the additional fields that do not have direct relationship.

   Note

   The Database Objects record must be non-generated.

   
   
   

4. Save the record.
5. To ensure the metadata is created for the new fields, go back into the Base Views record and create Fields records for the fields that you manually added to the Database Object.
6. Click OK to save Base Views record.
7. Save the Entities record.

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.