About the Web Interface Viewing System

The view functionality in Aptify contains many of the same elements found in the Aptify Desktop client. This section describes the Viewing System features that are supported and unsupported. The section contains the following:

• About List Views in the Web Interface
• About Chart Views in the Web Interface
• About Calendar Views in the Web Interface
• About Map Views in the Web Interface
• About Shared View Folders in the Web Interface
• About Advanced Filtering Logic in the Web Interface
• Configuring a Scheduled View to Run at a Later Time
• About View Types and Functions in the Web Interface

About List Views in the Web Interface

List views in the web interface are displayed in the same manner as the Aptify Desktop client.

Release	List View Features
Aptify 7.x	Supported Functionality Creating a List View: The creation of list views is supported. See Using Views in the Web Interface for more details about the list view creation functionality. Paging: Paging for list views is supported. However, the paging settings can only be viewed in the web interface. The paging settings for a view can only be modified using the Desktop client. Sorting within the View: Aptify supports the ability to dynamically sort records by clicking a column heading in the list view. View Hierarchies: If a view is configured to display one or more hierarchies, an arrow appears to the left of the first column heading in the view. Clicking the arrow displays the list of hierarchies. Clicking the heading of one of the hierarchies opens the sub-view and displays the records related to the top-level record via the selected hierarchy. List View Captions: List view captions are supported for both stand-alone views and views that are part of a dashboard. Prompted List Views: Prompted list views are accessible in the Aptify web interface. See About Prompted Views in the Web Interface for more information about the implementation of prompted views. Grouping: This feature has limited support. Grouping must be configured for a view through the Aptify Desktop client. List view toolbar options: The Aptify web interface list view toolbar includes many of the same options available in the corresponding Desktop client toolbar. However, not all options are implemented. Features that are not supported in this release are not part of the Aptify toolbar. Below is a list of the command buttons that are implemented in this release: New: Clicking this option opens a new record in the corresponding service. Open: Select a row within the view and click this button to open the corresponding record. Delete: Clicking this option deletes the select record if the user has appropriate permissions. This is not supported in certain cases like when the record contains dependencies. In this case, a message is displayed that this feature is not currently implemented. Refresh: Clicking this option refreshes the view to the most current list of records. Note: The Auto-Refresh feature is not currently supported. Properties: Select this option to view or modify the view’s configuration. Auto-Resize Columns: Clicking this option sizes the columns in the view to fit the displayed data. List View More Actions: Use the More drop-down menu to locate the additional features for interacting with records in a list view including: Record History: Users can view the Record History of a record, however the Restore functionality is not currently supported. Record Merge: Select two records from the view and then select this option from the menu to merge the records. Note  The Record Merge dialog does not launch from views in a dashboard or from certain views that appear on a record's tab (dynamic SQL-based views).  Add to List: Click this button to open the Aptify List Selection dialog to add the record to a new or existing list. Add to Favorites: Unique to the Aptify Web interface, this option adds the view to the user’s Favorites list. Excel Integration: Click this button to open a Save dialog for Excel. This exports the selected records and allows users to save the information in Excel format. Note All exported files are saved in the .xls format. The .xlsx Excel format is not currently supported. Reports): Crystal Reports are supported; however, the List, Detail, and Export reports are not currently supported. Auto-Resize Columns: Clicking this option sizes the columns in the view to fit the displayed data. Messaging: Clicking this option opens the Messaging dialog where you can send a message to one or more records in the view. See the Messaging section of this document for more information.
	Unsupported Functionality Preview Pane: The preview pane is no longer supported in the web interface. The Preview button on the web interface list view toolbar has also been removed. Rearranging Columns within a View View Auto-refresh In Place Edit Row Colors Finding Values in a Column

 

About Chart Views in the Web Interface

Chart views in Aptify are very similar to Chart views in the Aptify Desktop client with some behavioral differences between the web interface and the Aptify Desktop client that are described in this topic.

Release	Chart View Features
Aptify 7.x	Supported Functionality Create and modify Chart views. See the Using Views in the Web Interface for information about view creation support. 3D Bar and Pie Charts: 3D Bar and Pie Charts are viewable; however, they are rendered as 2D charts in the web interface. In addition, the Aptify Web interface only displays chart titles across the top of the view. Drill Down View: The drill down view functionality is available,  Drill down into list views display in their original format. Other views always display as a list view with the columns in a random sequence.  Messaging To close a drill down view, close the tab. Column Line Charts: Line charts render as standard chart views. The web interface displays Column Line charts as standard column charts. Note Any colors configured for a Chart view created in the Aptify Desktop client will not be reflected in the Aptify web interface; only the standard random color display is functional in the current version. In addition, if a user selects a Theme that is predominantly black, Charts update but may retain this color, if settings are updated to another color scheme. Chart view toolbar: Partially supported, the following functions are supported: Properties: Select this option to view or modify the view’s configuration. Add to Favorites: Unique to the Aptify web interface, this option adds the view to the user’s Favorites list. Refresh: A Refresh button has been added to the Chart view.
	Unsupported View Functions Chart view toolbar: Partially supported, the following functions are unsupported: Delete Drill Down Tab: Used in the Desktop client to close the drill-down tab, this option is not part of the web interface implementation. To close a drill down view, simply close the tab. Summary Data Table: This option is not currently part of the web interface implementation.

 

About Calendar Views in the Web Interface

This topic describes the features of Calendar views that are supported in the Aptify web interface, and notes differences between the web interface and the Aptify Desktop client. See Using Calendar Views for more information about Calendar views.

Release	Calendar View Features
Aptify 7.x	Supported Functionality As of Version 5.5.2 and above, you can create Calendar views. See the Using Views in the Web Interface for information about view creation support. As of Version 5.5.2 and above, the Aptify web calendar view toolbar includes many of the same set of options available in the corresponding Aptify Desktop client calendar view toolbar. However, not all options are implemented. Below is a list of the command buttons that are implemented in this version: Properties: Select this option to view or modify the view’s configuration. Day, Work Week, Week, or Month Views: Determines how the data is displayed (one day, work week, week or month). These options are supported in this release. You also select a particular day to start with similar to the Aptify Desktop. Add to Favorites: Unique to the Aptify web interface, this option adds the view to the user’s Favorites list. Refresh: The ability to refresh the view to the most current records is not available or support in this version. Closing and re-opening the view will refresh the view. Differences Users can open a new record by double-clicking within the calendar.  Aptify web adds a new viewing method, Agenda, which shows a listing of the records defined for each day within a seven-day period. If there are no records for a day, the day is not listed. Records cannot be opened from the Agenda view. In Version 5.5.1 and above, users who do not have permissions to delete items from a Calendar view do not get a dialog and the item is not deleted as expected.
	Unsupported View Functions Aptify web does not support the multi-Month calendar mode.

 

About Map Views in the Web Interface

Map Views in Aptify integrate with Google Maps. See About the Map View Integration for more information.

Release	Map View Features
Aptify 7.x	Supported Functionality Creating Map Views - Starting with 5.5.2 and above, you can create Map views. See the Using Views in the Web Interface for information about view creation support.

 

About Shared View Folders in the Web Interface

This topic provides an overview of the implementation of the Shared View Folders in Aptify and compares the functionality of the Shared View Folders in the web interface as compared to the Aptify Desktop client.

Release

Shared View Features

Aptify 7.x

Supported Functionality Implementation in Version 5.5.2 and above Users can create folders and connect to a shared a folder through the Aptify web interface. To connect to a shared folder, select the service in which you want to connect to and select the Connect to Shared Folder option from the More Actions drop-down.       To create a shared folder, select the service in which you want to create the folder and select Create New Folder from the More Actions drop-down. On the Create Folder dialog (shown below), specify a name, description, click the Share this Folder option, and then OK. You can then add views to this folder by creating them directly in the folder or opening the view’s Properties and specifying the folder name on the Advanced > Configuration tab (in the Folder field).

 

About Advanced Filtering Logic in the Web Interface

This topic provides an overview of the implementation of the Advanced Filtering Logic in the Aptify web interface and compares its functionality to the Advanced Filtering Logic in the Aptify Desktop client. See Using Views in the Web Interface for more information about using views in Aptify web.

The changes in the implementation of the Advanced Filtering Logic are listed by release in the following table.

Release

Advanced Filtering Logic

Aptify 7.x

Supported Functionality Advanced users and Administrators can create views that combine advanced filtering to display desired results.  Views created through the Aptify web interface are optimized by default (Optimized Sub-Queries option), however a user can modify this by clearing the Optimize Sub-Queries option on the view’s Filter tab. See Defining View Filters for more details about this option. The design of the NOT filter logic is modified to improve usability, which allows it to be set at the top, group, and individual levels. This enables the filter to be used in more complex view filtering statements. Advanced Find's filter and fields gets updated based on the base view selection.

 

Configuring a Scheduled View to Run at a Later Time

Release	Functionality
Aptify 7.x	Supported Functionality Since Aptify 5.5.2, the ability to configure a view to run on a specified delay/at a designated time is supported in the Aptify web interface and is very similar to the Aptify Desktop client implementation. See Scheduling a View to Run Automatically for more information.
	Unsupported Functionality The use of Microsoft Outlook to automatically email scheduled view results is not supported. If your users want to send view results to email recipients automatically using the Aptify web interface, Aptify strongly recommends that an SMTP‐based messaging system be used, such as the SMTP‐based Dot Net Mail and Dot Net Mail SMTP Client systems.

 

About View Types and Functions in the Web Interface

This topic lists the supported and unsupported view types and functions in the Aptify web interface.

Release	View Types and Functions
Aptify 7.x	Supported Functionality In-Place Edit for ELVs for Top Level Entities is partially implemented. Multiple Record Selection: Allow Shift-Click to Select Multiple Records in Views is supported.
	Unsupported View Types The following view types are not supported in the Aptify web interface, version 5.5.1 and above: Gantt Pivot Tables Aptify 5.5.4 adds the Pivot Grid view to provide similar functionality to the Pivot Table view in the web interface. See Using Pivot Grid Views in the Web Interface for more information. Unsupported View Functions Defining View Hierarchies: Defining View Hierarchies is not supported. Sorting and Page Size: Changes made to sorting and page size within a view do not persist when a view is closed and reopened. View Templates: Creating view templates, editing them and using them to create a new view through the Aptify web interface is not supported. Full Text Index Support for Prompt Views: Full Text index support for Prompt Views is not supported. In Place Edit for List Views: The Edit In Place feature is partially supported. Configuring Templates for a Preview Pane: The ability to configure templates for Aptify's preview pane functionality is not supported in this release. Message Template: The creation of Message Template is not supported in Aptify Web. Auto Refresh Option: Ability To Configure Auto Refresh Options is not supported in Aptify Web. Object Viewer Functionality: Object Viewer Functionality is not supported. Form Template option: Support for Form Template option in a view is not supported. Show Totals on Column Charts: Show static value of Totals on Column Charts is not supported in Aptify Web, however, on hover it is showing the totals.