Global View Creation Support

The Global View Creation Support has been introduced in Aptify release 6.3 to overcome the challenges of accessing and sharing views created by individuals. This feature enables associations to use a standard set of consistent views defined for their departments. A view becomes a global view when its owner adds it to the dashboard part.

The Global View Support feature provides a facility for department heads to create dashboard parts where all the shared global views can be placed. The other members of the department can use this default dashboard to access the shared views. All members having access to the dashboards can access the shared views.

A Global view can only be accessed through dashboards.

To create Global view, follow the steps below.

1. Configure View Summaries Entity
2. Create View Summary Record
3. Add View Summary Record to a new or existing Dashboard

Configure View Summaries Entity 

Identify the view that you want to create as a Global view and follow the instructions given below:

1. Log in to SmartClient using Admin credentials.
2. Go to Framework -> Entities.
3. In the Entities service, search for ViewSummaries entity. Open ViewSummary entity and record the EntityID.
   
4. Go to the Applications tab and select the application as per your requirement. For example, Customer Management.
5. Save and Close the entity record.

6. Run the Process Flows given below against appropriate View Summaries Entity ID (recorded in step 3 above).
   

7. Reset IIS to reflect changes on the corresponding Aptify Web application.

Create View Summary Record

Follow the below instructions to create View Summary record for the global view identified in the above section (Configure View Summaries Entity).

1. Log in to Smart Client as a normal user.
2. Go to the application, for example Customer Management. Configure View Summaries through application services.

3. Go to Customer Management -> Click View Summaries services.

4. Create All List View.

5. Open the All View.

6. Click New Record.

7. Enter a name for View Summaries record.
   

8. Go to the View Summary views tab and create a new record for View Summary views or create a new category.

   
9. Add an existing category or create a new category.
10. Enter View ID.
11. Add Rank. (This field is optional)
12. Select Active checkbox.

13. Click OK.

    In this way, you can configure or add multiple views by creating a new view summary views record, adding new categories (appears in sections wise). Also, you can rank the records and categories accordingly. You can also update or delete the record by having appropriate user's permission on the View Summaries Entity.

14. Click Save to save the View Summaries record.

    Note: Note down the View Summary record ID.

15. When clicked on view linked it should navigate to that view page.

Add View Summary record to dashboard

Follow the steps below to add the view summary record to the dashboard.

1. For creating custom dashboards, you can go to Home or any other applications as per your requirement.

2. Go to any Dashboard -> Options -> Click New Dashboard.
   The New Dashboard options window appears.

3. Enter Dashboard Name.

4. Click OK.

5. Again, click Options -> Edit Dashboard created in the above step.

6. Go to the Layout tab.

7. Click Add Area.

8. In the New Dashboard Area window, enter area name, enter appropriate position and size of the area from position and size tabs.

9. Click OK.

10. The area gets created with its name displayed. Click its options link.

11. Click Add Part.

12. In Dashboard, enter the name, check area name is auto-populated correctly, select component as View Summary from the drop-down.

13. Click the Properties tab.

14. Go to InputProperty tab, ViewSummaryID record is displayed, open the record, select source type as a static value, enter source as view summary ID.
    Note: Enter the view summary ID noted in earlier step i.e., Create View Summary Record.

15. Click OK for dashboard parts windows.

16. Click OK for dashboard options window.

17. Custom Dashboard gets created which looks like below screenshot on Smart Client.
    

    Note: Global View Support is given only for Aptify Web and not for Smart Client, so the display of Dashboard appears with a configuration message.

18. Log in to Aptify Web with the same user.

19. Navigate to the application where the Custom Dashboard is created.

20. Open the Custom Dashboard.
    

21. You can see that global views are displayed as per configuration of the View Summary Views Record and View Category record.

22. Click views hyperlink to navigate to that view page.

In this way, multiple users within the same department can now set the dashboard with global views as their default dashboard and directly access these views.