Defining a Data View

Use the View Builder to define how to display the data in a query. Data views are based around classes, which you can edit or create on the Class Maintenance form. You can use any existing classes, or define your own classes on the Class Maintenance form.

Each class has a set of properties, which display in the Data elements toolbox on the right side of the View Builder form. The data elements are components of a class. For example, if you're building a query based on the Customer class, you can add the address1 and bankAccountNo properties to the view.

To define a data view:

1. Select System > Utilities > Query Designer > View Builder.
2. Select the record or class that is the basis of the view from the Record type list.
3. Enter a Name and, optionally, a Description for the view.

4. Drag and drop one or more properties from the Data elements toolbox into the view.

   Use the search box at the top of the Data elements toolbox to find a specific element or to narrow down the list.

   Note: You can also select trees and user fields from the toolbox.

5. If necessary, you can change the way in which the property appears in your query results by entering text in the Display heading column.

   For example, if you've added the property name to the data view, you can enter Customer Name in the Display heading field.

6. If the any of the properties are numeric or based on a date — for example, a total — you can select a totalling function in the Total function column.

   Select Total, Average, Maximum, or Minimum.

7. Click Save.