Create a new Dataview

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 2: Select fields from the source IDO to add to the DataView
1. Type SLCo in the IDO field in the first row. 
Note: You must first click in the row to open the field
2. Press F2. A list of IDOs that start with the string SLCo appears in a drop-down list. 
3. Select SLCos from the IDO drop-down list. 
4. Click Save. 
5. Click IDO Setup. The DataView IDO Setup (Modal) form opens in a new tab.
6. Select the BillToName from the Properties area.
7. Select CoNum from the Properties area . 
8. Select the CustNum from the Properties area.
9. Select the Stat from the Properties area.
10. Click OK. The DataView IDO Setup (Modal) form closes.
11. Click Save. 
Part 3: Launch the DataView
1. Click Launch. The DataView Results Form opens. 
2. Compare the IDO fields selected in steps 6 through 9 of Part 2 to the columns displayed in the 
DataView.
3. Notice the results in the Status column. 
You will filter for a specific order status in Part 4
Part 4: Apply a filter in the IDO setup
1. Click the DataViews Setup tab. 
Note: This tab is open but grayed out. 
2. Click IDO Setup. The DataView IDO Setup (Modal) form opens. 
3. Click Filter. The DataView Filter Setup (Modal) form opens. 
4. Type Stat in the Property field. 
5. Select the equal sign (=) from the drop-down list next to the Property field. 
6. Type O in the blank field to the right of the Literal field. 
7. Click Add. The string Stat = “O” appears in the blank text box. 
8. Click OK. The DataView Filter Setup (Modal) form closes and the syntax for the filter populates 
the Filter field. 
9. Click OK. The DataView IDO Setup (Modal) form closes. 
10. Click Save.
11. Close the DataView Results Form.
12. Press Ctrl+U to clear the metadata cache. 
13. Click Launch.
14. Verify that the filter has returned only records were the Status = Ordered. 
15. Close the DataView Results form. 
Part 5: Add a second IDO
1. Type SLCoitems in the IDO field in the second row. 
Note: You must first click in the row to open the field.
2. Select the SLCos from the Parent IDO drop-down list. 
Note: You must first click in the field. 
3. Click Save.
4. Click IDO Setup.
5. Select Multi Level from the Link Type drop-down list. 
6. Select CoNum from the Parent Property drop-down list. 
Note: To link the IDOs, you must select the same field. 
7. Select CoNum from the Child Property drop-down list. 
8. Click Add. The string CoNum=CoNum is displayed in the text box. 
9. Select the CoLine from the Properties area.
10. Select the DueDate from the Properties area.
11. Select the Item from the Properties area.
12. Select the QtyOrdered from the Properties area.
13. Click OK.
14. Click Save. 
15. Press Ctrl+U.
16. Click Launch. 
17. Click the plus sign (+) for Carolina Frames, Inc.
18. Compare the IDO fields selected in steps 9 through12 of Part 5 to the columns displayed in the 
detail level of the DataView.
19. Close the DataView Results form.
Part 6: Add an additional field to an existing DataView
1. Select SLCos from the list of IDOs.
2. Click IDO Setup. 
3. Select the Type from the Properties area.
4. Click OK.
5. Click Save.
6. Press Ctrl+U.
7. Click Launch.
8. Close the DataView Result form. 
Part 7: Modify the DataView to show single level results
1. Select SLCoitems from the IDO list. 
2. Click IDO Setup. 
3. Select Single Level from the Link Type drop-down list. 
4. Click OK. 
5. Click Save.
6. Press Ctrl+U.
7. Click Launch.
8. Verify all the fields appear on one line. 
9. Close the DataView Results form.
Part 8: Add another IDO and create a new layout
1. Type SLItems in the IDO field in the third row. 
Note: You must first click in the row to open the field.
2. Press Tab.
3. Select SLCoitems from the Parent IDO drop-down list. 
4. Click Save. 
5. Click IDO Setup.
6. Select Single Level from the Link Type drop-down list. 
7. Type Item in the Parent Property field. 
8. Type Item in the Child Property field. 
9. Click Add. The string Item=Item is displayed in the text box. 
10. Select the Description from the Properties area.
11. Select the Product Code from the Properties area.
12. Click OK.
13. Click Save.
14. Press Ctrl+U.
15. Click Launch.
Part 9: Verify the new Layout
1. Verify that the Description field and Product Code field have been added to the DataView
Layout.
2. Select Display > Show Group By.
3. Click the Product Code header and drag into the Group By Area. 
4. Select Layout > Save As. The Save As window opens. 
5. Type Customer Order Lines by Product Code in the Layout field. 
6. Select the Default check box. 
7. Click OK. A pop-up window opens confirming the save.
8. Click OK.
9. Close the DataView Results form. 
10. Press Crtl+U.
11. Click Launch. The DataView opens to the last saved view. 
12. Close the DataView Results form. 
13. Close the DataViews Setup form.

    • Related Articles

    • 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 ...

    • 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 ...

    • Create a new foreign currency customer record

      1. Select Master Explorer > Modules > Customer > General > Customers. The Customers (Filter In Place) form opens. 2. Run Filter-in-Place. 3. Add a new record 4. Type Bondi Beach Bikes in the Description field. You do not need to type a number in the ...

    • Create a customer contract

      1. Click the Open icon on the toolbar. 2. Type contracts in the Filter field. 3. Click the customercontracts list item. 4. Click the OK button. The Customer Contracts form opens. 5. Click the Filter in Place icon. 6. Click the New icon. 7. Type [your ...

    • Create a purchase order

      Part 1: Create a purchase order 1. Click the Open icon on the toolbar. 2. Type purchase orders in the Filter field. 3. Click the web.PurchaseOrders form list item. 4. Click the OK button. The Purchase Orders form opens. 5. Click the New icon. 6. Type ...