I070 – Create a view

The list of views is accessed via the Interface / View menu.

A view can be defined to become:

• User’s home page: it will set as the homepage of users (Users and rights / User menu)
• Group’s home page: it will set as the homepage of users (Users and rights / Group menu)
• Domain’s home page : associating the view to a domain (Administration / Main menu)
• A tab of a business object: this can be created by creating a right function and associate the object to the view
• A specific view: the page can be used to access via an external object (via HTLMtool.getViewURL)

Click the create button (icon +), enter the field of view:

• Unique code
• Icon code : displayed icon for the page
• Scope : name of a local scope : a scope group home pages (views)
• Template: HTML form syntax, containing ordered areas [AREA:n]
• Order: specify a display order (corresponds to the order of the tab when there are several on the object) otherwise default to 1
• Disposition : disposition site when the view is displayed
• Module

Exercise:

Create a view that will host the Customer area:

• Name = AppVueClient
• Icon = home
• Template: simple with 2 zones one under the other [AREA 1]
  [AREA: 2] – Use the View template editor to position areas
• Order = 1
• Module = MyModule
• No specific disposition
• No scope

Each area of the template view must have its match in the “Area” tab of the view. Click on “Create” in this tab to add an area:

• View name: already pre-selected
• Position: type a position corresponding to a area number [AREA: n] in the template view
• Title enabled : display or not a title for the area
• Module name : Choose a module
• Type: select a area type: Date, Login, Search, text code, child list, External Page, Image, Cross table … Depending on the type, specify one of the following fields:
• Preset search name: reference of an already registered predefined search
• Filter to add : additive SQL filter
• Text Code: To view a translated text, enter the text code (translate in Administration / Static Text)
• Child object;RefField: always specify the name of the object to use in the area (for a search, a cross table …) and if it is a link, type the name of the reference used (separated by semicolons)
• External page: specify the access page URL
• Image: enter the URL of the image to display
• Graph name: Choose a previously configured graph
• Pivot table name: select a table previously configured
• Publication template code: choose a configured publication template

Exercise:

Add 2 areas at the AppVueClient view

• Area 1: the list of customers (ex. a search on all cliType = CTM)
• Be careful to fill in the Object with AppClient

Exercise

• Area 2: the pivot table AppClientTC
• Child Object;RefField = AppClient

Pivot table options on a View

To customize the rendering use the External page attribute to add optional parameters (URL encoded).

For example: External page = &zgraph=bar_stack&zcontrol=no&zwidth=600&zheight=400&zstotal=no&ztable=yes&zcaption=right&zpreci=2

Options:

• ztable = yes/no to show/hide the pivot table
• zcaption = top | left | right | bottom to display the table caption, or empty to hide the caption
• zcontrol = yes/no to show/hide controls
• zgraph = default chart rendering = pie | line | bar | bar_stack | area | area_stack… or empty string to hide the chart
• zgraph_<fieldname> = chart rendering per serie
• zsplit = yes/no to split x-axis into distinct charts
• zwidth = chart width in px
• zheight = chart height in px
• zstotal = yes/no to show/hide the sub-totals in grid
• zstcolor = default sub-total color
• zpreci = float decimal precision
• zmethod = T:textual | S:sum | P:product | A:average | G:geometric | L:min | H:max | F:formula

When it is a view that will be used as a tab, it should be translated into each language installed.

Exercise:

Translate the view by Customer view

To allow access to view, you have to give the rights to all groups:

• Go to Function tab and create a view function type on this view
• Grant the function to groups

Exercise:

Create a function and give access to the group MyAdminGroup

A domain has a home by default which lists all recently used objects. Another specific view can be assigned as the home page of a domain.

Exercise:

• Test the default homepage customer domain (Sales menu / Home)
• Change the home using AppVueClient view: open MyDomain code domain Adminstration / Main menu and change its view
• Clear the cache and click on the homepage sales menu

A view can be the Home page of a user:

• Open the sheet to the user via the Grant / User menu
• Select the home page in the list of existing views If a user has no set home, it will arrive on a white page.

Exercise:

Select AppVueClientview as the home page of pmartin user.

Another possibility is to create a view through an external object, accessible via the menu:

• Create an external object with the following URL: [EXPR:HTLMToll.getViewURL("AppVueClient")
• Add MyAdminGroup to grant external object reading function (Users and rights menu)
• Position the external object in the main menu (Interface menu)

Exercise:

Use the view AppVueClient to make it accessible via a menu item.

It is also possible to associate rights group to view.
In this case all the users group will access the view by clicking on view icon drop down list in the header of the page.
The icon is a resource with a size of 50 x 50.

Exercise:

Associate the AppClientVue to the MyAdminGroup group and check the result.