CIPAceTM Help

Edit View

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Navigate Here: Utilities > Custom Field Management > Browse Entities, click the Manage Views link of an entity > Browse Views, click the View Name link

 

You can edit a dynamic view of an entity on the View Management page.

 

ViewManagement

 

You can view or update the following fields:

 

The required fields are noted with an asterisk (*).

 

View Name*: The name of the view.  It is a read-only field.

 

Description: The detail description of the view.

 

Query Type*: The type of the view.  It is a read-only field.

 

Add in new window: This option controls if the system will open a new tab page in the browser when clicking the Add icon Add in the view.

 

View in new window: This option controls if the system will open a new tab page in the browser when clicking the Edit icon Edit in the view.

 

Click the Save button to save the changes and the system will return the Browse Views page.

 

Click the Reset button to clear the latest inputs.

 

Click the Cancel button to return to the Browse Views page without saving.

 

Click the Grid Layout button to edit the grid layout of the view in a new window.

 

Click the Form Layout button to edit the form layout of the view in a new window.

 

 

Grid Layout

 

You can modify the grid layout of a view through the view editor.

 

Metadata_GridLayout

 

 

To add columns, click on the view result area, and click the Add Fields icon add column  in the tool bar. The system will pop up the Add Fields window, and you can select the available attributes and click the OK button to put them into your Grid Layout. The columns of the selected fields will be inserted after the selected column in the view results area.

 

To change a column's alias name, select the column and click the Modify Field Name icon Edit in the tool bar.  The system will pop up the Modify Field Name window for you to update the alias name.

 

To remove a column, select the column and then click the Remove icon Delete.

 

To reorder a column, select the column and then click the Move Left icon Move Left or the Move Right icon Move Right.

 

To specify a column's width, select the column and then select a width value (in pixels) from the corresponding radio buttons on top of the view result area.  If Auto Adjusted is selected, the column's width will automatically fit the table. The administrator can also configure the minimum width for the auto-adjusted columns and the displaying format for column names with long text (either wrapped or shrink).

 

To set the default sorting, select a sorting field in the "Sort by" section with either ascending or descending method or click AddRow to add additional sorting fields.

 

To set the default Records per page, select the number of records from the dropdown list.

 

Click the Save icon Save2 to save the grid layout.

 

 

Form Layout

 

You can modify the form layout of the searching conditions of a view through the form editor.

 

Metadata_EditViewFormLayout

 

A search form is composed of titles, sections and fields.

 

Title

 

Click the Change Form Titles icon formtitles to pop up Form Titles screen.

 

Metadata_EditViewForm_FormTitle

 

You can input a new title in the textbox to replace the pre-defined title and click the OK button to return to the form editor.

 

Section

 

To add a section, click the Add a Section icon AddSectionIcon_Form  in the tool bar.  The system will pop up the Section Property window for your new section.

 

Metadata_EditViewForm_AddSection

 

 

Fill in the following fields or options:

 

Section Name: The name of the section.

 

Display section name on the form: This option controls if the section name will be displayed on the search form.  It is checked by default.

 

Default to Collapse: This option controls if this section will be expanded or collapsed on the search form.

 

Once finished, clicks the OK button and the new section will be shown at the bottom of the form.

 

To edit a section's properties, select a section by clicking on the section area, then click the Change Property icon ChangeProperties.  The system will pop up the Section Property window for your modification.

 

Field

 

To add fields into a section, select a section by clicking on the section area, then click the Add Fields icon AddFieldIcon_Form .  The system will pop up the Add Fields window.  Select the available fields and click the OK button, and they will be add to the bottom of the selected section. Note, the display name of the field will be shown as field label, and its database name will be shown in the textbox for your reference.

 

Metadata_EditViewForm_AddFields

 

To edit field property, select a field and click the Change Property icon ChangeProperties.  The system will pop up the Field Property window.

 

Metadata_EditViewForm_FieldProperty

 

Fill in the following fields or options:

 

Display Label: By default, it is the display name of the field.  You can change its field label for this form only.

 

Display label on the form: If it is checked, the label will be shown on the form, or it will be hidden.  It is checked by default.

 

Read-only: If it is checked, the field is read-only on the form, or it is editable.

 

Lock the field on the form: If it is checked, the field cannot be deleted from the form editor.

 

Location: You can set which section the field will be located on the form, select an existing section from the Section list and the field will be repositioned to the bottom of the section.

 

Layout: You can set the layout of the field on the form, there are two options: 1 Column or 2 Column.

 

Once finished, click the OK button to return to the form editor with changes applied.

 

To remove a field or a section, select the field or the section and then click the Remove icon Delete.

To reorder a field or a section, select the field or the section and then click the Move Left icon Move Left, the Move Right icon Move Right, the Move Up icon up, or the Move Down icon down.

To remove the empty rows in a section, select the section and click the Remove Empty Row icon Delete Empty Rows.

Click the Save icon Save2 to save the form layout.

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