This topic describes how to use 'Views' in the Aptify web interface. The Aptify web interface includes many of the views commonly found in the Aptify Desktop client. In this release, users can create views in the desktop client for display in both interfaces and can create a different type of views through the web interface. Additional details on creating views are included below and in About the Web Interface Viewing System.
The information can be found in these sub-topics:
- Creating a View in the Aptify 6.0 Web Interface
- Modifying an Existing View in the Web Interface
- About the Map View Integration
- About Cards and Card Views
- About Prompted Views in the Web Interface
- Integration with Microsoft Excel
Modifying an Existing View in the Web Interface
In Aptify 6.0, you can edit a list view's configuration options from the Properties dialog. The Properties option is located on the view menu toolbar.
View Properties allows users to modify many of the view properties that are typically set when a view is created, including:
- Editing view Name and Description
- Modifying Fields
- Modifying Filters
- Modifying Sorting
- Adding a view to a folder.
Additional Support Considerations for Aptify 6.0
Aptify 6.0 provides limited support for modifying complex views created in the Aptify Desktop client. For example, if the view created from the Desktop client includes changes to Advanced SQL, those types of changes cannot be modified through the Aptify Web interface since that feature is not yet supported. See About the Web Interface Viewing System for more information about supported view functionality in this release.
About the Map View Integration
The Aptify web interface integrates with Google Maps to plot records on a map based on address data. New and existing Map views will render in the browser, in a new tab using Google Maps.
In addition, you can map an address directly from a record. For example, on a Persons record, selecting the View Address On Map option under the Address options drop-down will launch Google Maps in a new browser window pinpointed the location of the member's address.
Keep in mind the following when working with Map views:
- Note to Administrators: The Google Access API must be configured. See Configuring Map Views in the Aptify Web Interface for more details.
- The view that is linked to the Map view must have a postal code field.
About Cards and Card Views
In Aptify 6.0, the 'Card Views' display record details in a summarized and functional card format. This view enables a user to view a number of records with summarized and linked details in a panel format as opposed to a list or chart.
The Card view concept is also used throughout the system to display information. For example, there is a card that is displayed when searching for and adding a product to an order. These Entity Cards can be configured to meet an organization's needs. See About the Entity Cards Form for more details.
About Prompted Views in the Web Interface
The Aptify web interface includes prompted views. While this feature exists in the Aptify Desktop client, the web interface includes an updated interface that displays the prompt view values you entered across the top of the view. Below is an example.
New records will appear in the prompted view results after the view is re-run. Refreshing a prompted view does not add records that are added after the view was first run.
For additional information on prompted views, see Creating Prompt Views.
Integration with Microsoft Excel
Since Aptify 5.5.1 and above, the web interface provides the ability export data from any view to Microsoft Excel using the Excel Integration Wizard.
This feature is also included in the Aptify exception viewer, allowing users to export any exceptions into an Excel file.
When exporting exception viewer data to Excel, note that columns that do not contain any entries are not included in the Excel file. This does not apply for exporting views to Excel.