Setting up a new DataView

To set up (create) a new predefined DataView, use the DataViews Setup form.

  1. Open the DataViews Setup form and execute Filter-In-Place.
  2. Initiate a new record.
  3. In the DataView field, specify a name that best describes the data to be presented.
  4. Optionally, to prevent modifications to the DataView by users other than those with Vendor Developer permissions, select the System Record option.
    This option allows you to protect the structure of DataViews that you deliver to customers/users. It prevents others from deleting or modifying any content you provide, while also allowing customers to add their own content.
  5. Optionally, to designate a report caption/title, in the Caption Override field, specify the caption.
    This can be a translatable string or a literal value.

    When specified, this string replaces the default system-generated caption on DataView report outputs.

    Note: You can also specify a layout-specific caption override, by setting the Caption Override field on the Layouts tab. If both that and this field have caption overrides, the layout-specific override takes precedence.
  6. Optionally, use the Criteria Form drop-down list to select a form to use to collect report criteria.
    This option is used primarily when the report requires a significant number of option specifications for data to be collected. When that is a low number, you typically prompt for each option individually; but when there is a significant number, it is easier and faster for the user to specify the data to be collected using a report criteria form.
  7. On the General tab, specify the required and optional information for each IDO that is to be included in the DataView queries.
    See Specifying DataView setup information - General tab.
  8. Optionally, after specifying each IDO, to make additional IDO specifications for the DataView, click IDO Setup and follow the procedure in the topic Setting additional IDO specifications for a DataView.
  9. Optionally, use the options on the Input Parameters tab to add input values or ranges.
    See Specifying DataView setup information - Input Parameters tab.
  10. Optionally, use the options on the User Permissions tab to control who has access to this DataView.
    See Specifying DataViews setup information - User Permissions tab.
  11. Optionally, view information about or make copies of layouts on the Layouts tab.
    See Specifying DataView setup information - Layouts tab.
  12. Optionally, use the Report Options tab fields to select the report orientation, the maximum cap exceeded notification type, and what regions are to be displayed on the report.
    See Specifying DataView setup information - Report Options tab.
  13. Save your work.
Note: If the intended use for this DataView is to be used for report output, you should create an associated report criteria form.
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