Add a Dataview Action

Add a Dataview Action

Part 1: Explore the right-click menu
1. Open the DataViews Setup form.
2. Click Filter in Place. 
3. Select the <initials> Customer Order Lines. 
4. Click Launch.
5. Right-click in the Item column (any record). 
The right-click menu opens showing the standard menu options for Item. Do not make a 
selection.
6. Right-click in the Order column (any record). 
The right-click menu opens showing the standard menu options for Order.
7. Click Customer Order Lines from the right-click menu. The Customer Order Lines form opens.
The right-click DataView Action allows you to jump from the DataView over to the form. 
8. Close the Customer Order Lines form. 
9. Close the DataView Results form.
10. Close the DataView Setup form. 
Part 2: Add a new option to the right-click menu for the Order field
1. Open the DataView Actions Setup form.
2. Click Filter in Place. 
3. Click Create a new object in the current collection. 
4. Type fOrderVerificationReport in the Caption field. 
Note: Begin the string with a lower-case f. 
5. Type CoNum in the Class Name field. 
6. Select Site from the Scope Type drop-down list. 
7. Select Run Form from the Action Type drop-down list. Additional fields open. 
8. Select OrderVerificationReport from the Form drop-down list. 
9. Select CoNum from the Filter Property drop-down list. 
10. Select Refresh from the Initial Command drop-down list. 
11. Click Save. 
12. Press Ctrl+U. 
13. Open the DataViews Setup form.
14. Type <initial>* in the DataView field. 
15. Click Filter in Place. 
16. Click <initials> Customer Order Lines. 
17. Click Launch. 
18. Right-click in the Order column. 
19. Click Order Verification Report from the right-click menu. The Order Verification Report for 
the selected record opens in a new tab. 
20. Close the Order Verification Report form. 
21. Close the DataView Results form.

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