Copy a Dataview

Copy a Dataview

Create a Copy of a Dataview
1. Open the DataViews Setup form. 
2. Click Filter in Place. 
3. Select Customer Order Lines.
4. Click Copy DataView. A DataView Copy (Modal) form opens in a new tab.
5. Type your <initial> Customer Order Lines in the New DataView field. 
6. Click Copy DataView. A pop-up window opens confirming that the DataView was copied. 
7. Click OK. The DataView Copy (Modal) form closes.
8. Click Refresh. The new DataView you created appears in the DataView list. 
9. Leave DataViews Setup form open and unchanged for the next exercise.
    • Related Articles

    • Copy current bill of material

      1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type Copy Routing Bom in the Filter field. 3. Click the Copy Routing BOM list item. 4. Click the OK button. The Copy Routing BOM form opens. 5. Type [your initials]-DCBT-100 ...
    • Copy reports

      Part 1: Copy report 1. Click the Open icon on the toolbar. 2. Type financial report in the Filter field. 3. Click the Financial Report Writer list item. 4. Click the OK button. The Financial Report Writer form opens. 5. Click the Copy icon. The Copy ...
    • Work with Dataview files

      Part 1: Save the DataView 1. Select Layout > Save As. The Save As pop-up window opens. 2. Type a Name, whether you want this new dataview to be the Default layout and select the required Scope Type. 3. Click OK. 4. Close the DataView Results form. 5. ...
    • Create a new Dataview

      Part 1: Create a new DataView 1. Open the DataViews Setup form. 2. Click Create a new object in the current collection. A new DataView form opens. 3. Type your <initials> Customer Order Lines by Product Code in the DataView field. 4. Click Save. Part ...
    • 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 ...