The View Definition Wizard walks you through the process of defining new views. The View Definition Wizard creates views that are in 2.0 format. On the Process Navigator, open the View Definition Wizard at:
- System Administration/Add-in Manager/Run View Definition Wizard The Wizard walks you through these major steps:
Step 1: Select the Type of View
- interactive report
- paginated report
- edit form
- summary report or chart (a View Analysis-style view)
- column report
- URL view
Step 2: Select the View’s Pattern
Based on the type of view you selected in Step 1, the Wizard will present you with the options for this type of view. Each option has a diagram that shows the basic layout of the view.
Step 3: Select the Tables to Include
Specify the tables that the view presents. If you are defining a view with multiple tables, the Wizard restricts you to selecting tables appropriate for your previous selection. For example, if you are working on a two-level drill-down view and you choose Buildings as your first drill-down level, you must choose for your second drill-down level a table that contains the Building Code field.
Step 4: Define Characteristics of the View
In this step, you set many properties of the view. For example, the following image shows a view that presents two tables. For each of these tables, you can choose the buttons to set the fields that the view displays, the order in which it displays records, records it should omit, and so forth.
- For a specified table, choose the button (such as Select Fields, Set Restriction) that corresponds to the view property you want to set. The button displays a form for setting this property.
- After you set each property, choose the Save and Return to Summary button, which displays the above screen. You can now set the next property.
- Once you finish with a form, you can return to it at any time to edit the settings by reselecting the button. For example, if you set the field visibility and then move onto the view’s restriction, you can reset the field visibility by selecting the Select Fields button again.
- For details on setting the characteristics for each table, see Setting View Characteristics.
- For details on setting calculation and properties of view analysis-style views, see Setting Characteristics for View Analysis-Style Views.
- Note that this view will drill -down from the Buildings table to a pie chart summarizing the areas of the Floors table. Therefore, the Floors table requires that additional options be set and requires that a grouping field be set.
Step 5: Preview your View
You may wish to completely finish defining your view before examining it, or may wish to examine the view after defining each property. In the Preview step, choose the Display View button and the Wizard displays the view in its own window. Examine the view and then optionally return to the Wizard’s other steps to change your settings or define new settings. Make your changes and redisplay the view. If you have not specified enough information for the type of view, the Wizard will notify you when it attempts to display the view. For example, if you have chosen to create a view-analysis view but you have not specified a calculation, the Wizard will not be able to display the view and will notify that the view is missing its calculations.
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