Views
Views allow you to present a database to members of the community in
a tailored fashion. Among the features available to you using views are
searching criteria and displaying matching records, guiding member interaction
using forms, customizing the resulting sort order,
and choosing specific records to display. See below for a complete outline
of functionality.
To access the views feature, edit a database, press the button labeled
"Basic" on the upper gray menu bar, and expand the "Views"
drop-down bar on the lower portion of the page.
Adding a New View
Creating a new view and performing an advanced
search are very similar processes. The difference is in the third
step. Rather
than choosing to "Execute Search", press the button labeled
"Save As View". Below
are the steps taken to add a new view.
Click the "New" link on the "Views"
drop-down menu. You will be brought to the "New Search" tab
of the advanced search page.
When a user has selected a view, the records presented
are determined by the fields that have been searched for that particular
view. Select which fields you would like to search upon and press the
button labeled "Continue". For information on selecting fields
to search upon see new search.
The next step is to add criteria to search by.
When the view is executed, the fields selected will be searched using
the criteria that has been selected. For further information see adding
search criteria.
Once search criteria has been selected, press
the button labeled "Save
As View".
The "Save As View" tab contains fields
to complete such as view name, and whether criteria being searched should
be modified by users or searched as preset values. If
a field is set to "Use preset value", the criteria entered will
be searched automatically when the user selects the view. If
a field is set to "Allow user to modify" however, upon selecting
the view, users will have the opportunity to enter their own search criteria
for the field, or search default criteria you have entered. For further
information, see save as view.
Press the
button labeled "Save and Execute" to complete the process.
Editing an Existing View
To edit a view use the steps below.
Expand the list of views by clicking the "Views"
drop-down bar.
Click the edit 
icon to the right
of the view you want to edit. You
will be brought to the search criteria tab of the advanced
search page.
Add/remove fields and modify search criteria as
desired. For further information see adding
search criteria.
When finished adding/removing search criteria,
and modifying fields, click the button labeled "Save As View"
The "Save As View" tab contains fields
such as view name, and whether criteria being searched upon can be modified
by users or searched as preset values. If a field is set to "Use
preset value", the criteria entered will be searched automatically
when the user selects the view. If
a field is set to "Allow user to modify" however, upon selecting
the view, users will have the opportunity to enter their own search criteria
for the field, and search the pre-existing criteria you have entered.
For further information, see save
as view. Press
the button labeled "Save and Execute" to update the view.
Deleting a View
To delete a view, follow the steps below.
The initial view is what members of the community will see upon selecting
the database. The default is "View All Records". To select an
initial view, follow the steps below.
Expand the list of views by clicking the "Views"
drop-down bar.
Select a default view by clicking the respective
radio button.
Click the "Save" or "Save and Continue"
button to apply the changes.
Restricting a View's Accessibility
By default all members of a community may access each view. In certain
scenarios it may be desirable to show a view only to individuals with
the edit permission for
the database. To restrict a view's availability to only members with the
database edit permission,
follow the steps below:
Note: If
a view is set as "Default", it cannot be "Restricted".
Expand the list of view by clicking the "Views"
drop-down bar.
Click the "Restricted" check box for
the desired view.
Click the "Save" or "Save and Continue"
button to apply the changes.
Views have the capability of utilizing a form
to guide member interaction with records. By associating a form
to a view, members will automatically be presented with the form while
adding, updating and viewing records from the respective view. To associate
a form to a view, follow the steps below:
Expand the list of views by clicking the "Views"
drop-down bar.
Click the edit icon to the right
of the view you want to edit. You will be brought to the search criteria
tab of the advanced search
page.
Expand the "Search Result Display Options"
area by clicking the drop-down bar.
From the default form
drop-down menu, select a form.
Either "Save As View" to save settings,
or "Execute Search" to immediately see results.
icon.