Setting up a new DataView

To set up (create) a new predefined DataView:

  1. On the DataViews Setup form, execute Filter In Place.
  2. Click in the Grid View, and then click in the auto-insert (last, empty) row.
  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 Report Orientation field to set the orientation (Landscape or Portrait) for the DataView report.
    This setting is used for both the layout of the PDF that is generated and for printing (when sent directly to a printer).
  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. 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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