Specifying DataView setup information - General tab

When you set up a predefined DataView, specify this information on the General tab of the DataViews Setup form:

Note: You can specify multiple data sources to be queried in the DataView. Specify individual information for each data source.
Option Required or Optional? Description/Comments
IDO Setup Optional Use this button to launch the DataView IDO Setup form and specify exactly what data you want to use from a specified IDO.

You can use this button/form for each IDO that you specify for a DataView, to define and limit exactly what data from each IDO is to be queried.

See Setting additional IDO specifications for a DataView.

Source Type Required Specify whether the data source is to be an IDO Collection or a custom load IDO Method.
IDO Required Specify what IDO is to be the source for the data to be returned.
IDO Alias Required Verify that the IDO alias is what you want.

This value is generated automatically. You can modify the recommended alias.

Source Name Required when enabled Specify the name of the custom load IDO method being used as the data source.

This field is enabled only if IDO Method is selected as the Source Type.

Parent IDO See Description/Comments. Use this field to specify an IDO collection that is to be considered the "parent" of the subcollection specified in this row.

This field is enabled only if IDO Collection is selected as the Source Type. It is required only if the specified IDO collection is a subcollection.

Record Cap Optional Use this field to specify the maximum number of records to return when the DataView query is performed. Select from these options:
  • Use System Setting: This option specifies that any system-wide record cap override that is in effect for reports is to be used.
  • Use Specified Max: This option allows you to set your own maximum for the number of records to be returned. When selected, this option makes visible and enables the Record Cap Value field.
    Note: This setting is subject to and cannot exceed any record cap overrides for report outputs that might be in effect.
  • Retrieve All: This option instructs the system to retrieve all available records, regardless of any record cap settings elsewhere on the system.
Record Cap Value See Description/Comments. This column is visible and enabled only when the Record Cap setting is Use Specified Max. By default, this field contains the system setting for the record cap. You can change it to whatever value you choose.
Note: This setting is subject to and cannot exceed any record cap overrides for report outputs that might be in effect.
Filter Optional Specify a filter for the system to use when performing the query. This option is enabled only when Source Type is IDO Collection.

To filter data when Source Type is IDO Method, you must specify the filter parameters within the method itself.

Order By Optional Optionally, specify which property is to be used to sort the retrieved results. This option is enabled only when Source Type is IDO Collection.
Link Type Optional Specify whether the parent-child link is to be a multi-level or single-level link.
Note: This option is enabled only if a Parent IDO is specified.
  • The Multi Level option (default) nests and indents the child IDO information under the parent information.
  • The Single Level option links and presents the parent and child IDO information at the same level.
Link By Optional Specify how the subcollection is linked to the parent IDO collection.
Note: This option is enabled only if a Parent IDO is specified.

Use the syntax described in the topic, IDO Link By Editor.

System Record Optional To prevent modifications to the setup for the selected IDO by users other than those with Vendor Developer permissions, select this option.

This option is slightly different from the System Record option for the DataView itself, in that it protects only the selected IDO setup.

The exceptions to this rule are the Record Cap settings and the Show Notes settings.

Show External Notes Optional To display any external notes that might be attached to the DataView, select this option.

When this option is selected, external notes are displayed as child layers in the DataView, underneath the IDO.

Show Internal Notes Optional To display any internal notes that might be attached to the DataView, select this option.

When this option is selected, internal notes are displayed as child layers in the DataView, underneath the IDO.

Report Batch Mode Optional Specify the report batching mode of the DataView reports.
  • The None option retrieves rows in a single query that does not use batch size. The Report Batch Mode option defaults to None for IDO method-based DataViews.
  • The Cumulative option retrieves rows one batch at a time, based on the specified batch size. The Report Batch Mode option defaults to Cumulative for IDO collection-based DataViews.
Note: The System Record is selected unless the user is a Vendor Developer.
Report Batch Size Optional Specify the batch size of the DataView reports.
Note: This option does not have a default value.
If this option is left empty, the default hierarchy is the first of the following that has a value:
  • Load Batch Size from Critical Number Parameters
  • Report Batch Size from Process Defaults
  • Hard-coded value of 5,000
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