The Entity List View component displays a list view in the dashboard part. (Use the View Container Component if you want to display a Chart, Calendar, Pivot Table, Pivot Grid, Map, or Gantt view.)
Note that to maximize the space available for list views on a dashboard, the Status Bar is only displayed for list views that have paging enabled and exceed the page size.
You can drag and drop an existing view into any personal dashboard without having to open the Dashboard Options dialog. See Adding a View to a Dashboard for details.
Follow these steps to configure a part to use this component:
- On the General tab of the Dashboard Parts form, select the Entity List View component from the Component field.
- Select the Properties tab.
- Enter a caption in the Caption field.
- The specified caption appears above the view on the dashboard.
- The specified caption appears above the view on the dashboard.
- In the Entity field, enter the service whose records you want to display in the view.
- For example, if you want to show Persons records in the view, enter Persons in the Entity field.
- For example, if you want to show Persons records in the view, enter Persons in the Entity field.
- Select a View Type:
- Link to Existing View: Use this option to display an existing view in the part.
- Custom SQL View: Advanced users can use this option to specify their own SQL statements.
- Do one of the following depending on which option you selected for View Type:
- In the View field, enter the list view that you want to display in the part.
- In the SQL View tab, enter your SQL statement to define the view records.
- Click the New Record Parameters tab and specify any field information that you want to automatically populate when a user opens a new record from the view (for advanced users only).
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To specify default parameters for new records opened from the view, use this syntax:
PARAMS(Field1=Value|Field2=Value)
- For example, to automatically populate a new Persons record's Title and Ranking fields with Purchasing Manager and 5, enter PARAMS(Title=Purchasing Manager|Ranking=5)
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- Click OK to save the Dashboard Parts record.
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