Creating new views
FollowViews allow you to define how to display, organize, and interact with the data available in the platform. Each view can take on a different form (filter, form, print, report) depending on its purpose: consultation, editing, export, or graphical representation.
Creating a view requires filling out a form that defines its main characteristics, such as the reference table, type, and visibility for other users.
To create a new view:
- Click on Settings > Application > View & Form Management from the main menu
- Click on New from the context menu
- Fill out the form with the required data
- Click Save
The form includes the following fields:
- View name: a descriptive name for the view
- TagName: the tagname is automatically generated based on the view name
- View type: select the type of view you want to create (see View Types)
- View subtype: select the subtype of the chosen view (e.g., for a Report view, the subtypes are calendar, diagram, chart, etc.)
- Reference table: select the reference table for the view, which defines the data available for use in reports
- Publish: if selected, the view will be visible and usable by other users
Not all operations are available for each view type. The following table summarizes which operations are available for each view:
Labels | Titles | Columns | Tabs | |
Filter | Yes | Yes | Yes | Yes |
Form | Yes | Yes | Yes | Yes |
Yes | Yes | Yes | No | |
Report | No | No | No | No |
To design a view, see the section View Designer
For field properties, see Field Properties
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