Creating Multiple Base Views Using the Base Views Wizard

Aptify provides the ability to create base views using the Base Views wizard. Follow the steps below to create additional base views:

  1. Log in as an administrative user.
  2. Go to Framework > Entities and click the New Base View Wizard icon () to launch the wizard. You can access the wizard using one of the following methods:  
    • Running a view of Entities and clicking the icon from the view’s toolbar. If you select the record of a top-level entity before launching the wizard, the name of the entity will be automatically populated in the Entity field.
    • Clicking the icon from the Entity’s entity browser. In this case, you will need to manually enter the name of the entity in which you want to create the base view.
  3. If not already populated, enter the name of the entity in which you want to create the base view in the Entity field.
  4. In the Name field, enter a name for the base view.


    The base view name must be unique (It should not be the same as another base view in the system) and cannot contain spaces.

  5. In the Base View field, enter a name for the base view that will be generated. This is typically the plural name of the Base View with vw as the prefix.
  6. In the Display Name field, enter a name for the base view that will be displayed.
  7. If you are using localization, enter a culture string in the Display Name Culture String field.
  8. If you want to display a description when using this base view with finds and views, enter this information in the Description field.
  9. If you want a localized version of the description, enter this information in the Description Culture String field.

  10. Click Next. The Fields Info window of the wizard displays, showing a grid that lists the available fields for the selected entity, and a grid that will list the fields selected for this view.

  11. Select the fields that you want to include in your base view from the first grid and click Add to add it to the second grid.
  12. If you want to add fields from another entity to your base view, select another entity from the Entity drop-down menu, and repeat Step 11. 


    The entities in the drop-down menu are listed in order of their relevance to the originally selected entity, with those entities with a direct relationship with the originally selected entity being listed first. See Best Practices for Adding Fields to a Base View from Entities with Non-Direct Relationships for more details about the steps needed to add fields that do not have direct relationships to the current entity. 

  13. Click Next and the new base view is created. 

  14. Click Finish to close the wizard.


You can review and make changes to the base view by going to the Base Views tab of the entity in which you created the alternate base view. You can also:

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