View Setting

Each View must have its related View Setting where the setup and configuration determine the functionality and the appearance of the view.

All scripting fields are of script editor type. They support the code intelligence autocomplete. They format your script in standard syntax as you type.

At any time, you can validate your code against the supported ETQScript and Pythonscript syntax to avoid formula run-time errors by clicking Validate on your script field editor.

View Display and Accessibility

Check the Disable option in the Basic tab to inactivate the view.

The Disabled view does not appear in the View Navigator, the View keyword in the Chart Document, the Chart Template, or the My Views and My Favorite View keywords in the Homepage Profile.

If any view selected in the My View section in the homepage options is disabled, the system will not display any link for that view on the homepage.

Check the Hide in Navigator option in the Basic tab to hide a view displayed in the Navigator frame of the application. Typically, this option is selected when creating an embedded view.
The Embedded View option is selected when you create an Embedded View.
Check the Disable Opening Documents from View option in the Basic tab to prevent opening any document from within a view record. This option will be hidden if the View Setting is related to a Calendar View.
(This option is not available in this platform version) Disable Full Text Search

Is External View

This feature is not available in this Reliance version.

View Name and Category in the Navigator

Set a Display Name to be displayed in the Navigator. You can change the Display name of an existing view without changing the design name.
Enter the Category under which the view will be displayed in the Category in Navigator field in the Basic tab. The views will be displayed in alphabetical order in the navigator. To change the order of the view categories, number each group (e.g., 1. Open, 2. Closed, 3. Voided, etc.).
The Parent Application and the Form to Open read-only fields show information about the parent application with which this view will be associated, along with the Primary Form that will be opened when the links on the view are used, respectively.

The Number of Records to Be Displayed in a View

Set the number of the records you wish to be displayed on each page in the Number of records displayed in each page field in the Basic tab. This field defaults to 25 records per page. This option will be hidden if the View Setting is related to a Calendar View.

Opening Attachments from Views

You can automatically open an attachment from a view without the need to open the parent document by selecting the attachment from the fields listed in the Open attachments from the view for the following field(s) in the Basic tab. Once the field is filled in, a paperclip icon will be shown next to the document records in the pre-configured view. If there are no attachments in the document, a 'No files attached to this document’ message appears. This option will be hidden if the View Setting is related to a Calendar View and it doesn't support Google Docs attachments.

The View Setting’s Location Security

In the Location field, the locations can be set so that only location administrators can edit this setting.

Sort Columns Settings

You can sort the view contents using a specific sort order and according to specific columns contents using the Sort and Search Settings section. This option will be hidden if the View Setting is related to a Calendar View.

Select the columns that the sort will take place according to their contents in the Default Sort Column(s) field. For example, set the ASSIGNED column as a default order for the ‘by assigned’ view and the records will be displayed according to the assigned name.
Select the sorting order as Ascending or Descending in the Default Sort Order list in the Basic tab.
If the Hide in Navigator option is selected for this View Setting, the Default Search Column will appear allowing you to select the column which will be used by default to search Embedded view (i.e., the views that are linked to View-Dialog fields).

Control Documents to be Displayed in a View

Using the Filter view based on section, select the filtration condition for the data that will appear in this view by selecting one of the filter option checkboxes.

Location: Use the Keywords dialog to select how to filter views by location. The following options are available.

Primary location filter: Automatically filters the view by user's primary location.

Primary location and lower locations: Automatically filters the view by user's primary location and the locations that come under it in the hierarchy of the specified Location Profile.

Primary location and higher locations: Automatically filters the view by user's primary location and locations that come above it in the hierarchy of the specified Location Profile.

Primary location and lower and higher locations: Automatically filters the view by user's primary location and the locations that come above and under it in the hierarchy of the specified Location Profile.

All my locations: Automatically filters the view by user's Primary and Other Locations.

All my locations and lower locations: Automatically filters the view by user's primary location, Other Locations, and the locations that come under it in the hierarchy of the specified Location Profile.

All my locations and higher locations: Automatically filters the view by user's primary location, other locations, and the locations that come above it in the hierarchy of the specified Location Profile.

All my locations and lower and higher locations: Automatically filters the view by user's primary location, other locations, and the locations that come above and under it in the hierarchy of the specified Location Profile.

Additional Security Field: Select one of the checkboxes to apply an additional filter on the view, as follows:

Additional Security Filter: Automatically filters the view by the new [EtQ$Filter] field.

All Additional Security Filters: Filter the view by all additional securities selected.

If any of the above checkboxes are selected, a filter will be placed in the view layout of the selected application where you have set the Filter view.

The Accessibility of the View and its Setting

Determine the View Setting’s Accessibility through the Access Control tab.
Specify the users/groups that will have access to this view using the View Users field in the Access Control tab. Leaving this field empty grants access to all users, whether these users are Managers, Authors, or Readers (None allows All).
Users who have Manager Access will always be able to see and use the views, even if their names are not listed in the View Users field.
Users who have Author or Reader access can only see the view if their name is listed in the View Users field, or if the View Users field is empty.
If a user with Author or Reader access is not selected in the View Users field in any view (related to a single application), then this user will not be able to open this application. An error message will be displayed to indicate that user has no access to any of the application views.

Secondary Form Settings

Views can contain columns not only from the view’s Primary Form, but also from a Secondary Form, which shall be linked to the Primary one using any form of linking (i.e., Copy/Paste linking or Dual Linking). The Secondary Form, along with its Parent Application, and Primary Link Field are set through the View Setting > Advanced tab > Secondary Form Settings section. Having Views with columns from two forms aids you in creating charts and reports for most related documents, such as CAPAs and related Document Controls.

To set a secondary form for a view:

Open the Advanced tab of the View Setting.
Fill out the Secondary Form Settings section as follows:

Select the parent application of the intended secondary form from the Secondary Application field.

The forms of the selected Secondary Application are listed as the Secondary Form field options.

Select the intended secondary form from the Secondary Form field.

Select the link field from the Primary Form Link field. This lists all link fields available in the Primary Form, to link the Secondary Form to the Primary Form.

Save and close the View Setting.
Refresh the View Builder page.

The applicable fields of the selected Secondary Form are listed in the Secondary Form Fields pane within the View Builder, allowing you to add secondary form fields as columns in the view.

On Before Open and On After Open Formulas and Custom Java Class

The following fields of the Advanced tab are used to apply the advanced configuration on the view setting using EtQScript/ Java Class.

On Before Open Formula (EtQScript): Use this field to write EtQScript which performs a certain function before it opens the view.

This field can be used to filter the Dialog-View fields according to the value of another field in the same document.

On After Open Formula (EtQScript): Use this field to write EtQScript that performs a certain function before it opens the view.
(This option is not available in this platform version) Custom Java Class: Specify the name of the view custom class, which is used to customize the view using java code.

View Properties

The Properties tab of the View Setting includes the following properties of the View:

Setting ID: This is a computed field reserved for the ID of the View setting. The View ID will be assigned after the first save & close action.
Design Name: The Design Name is set automatically based on the Display Name when the document is saved or refreshed.

It is a good practice to include the setting name of the parent application as a prefix in the Data Source Name (e.g., CORRACT_OPENCORRACT_BYTYPE) where ‘CORRACT’ is the setting name of the parent application.

Data source Combobox/Link: Select the Data Source settings document for this view. Data for the view will be retrieved from the view data source, which can be a table or SQL Script. Below this field, the link of the Data Source Document related to the View Setting is displayed. If you have accessed this link from Reliance View Builder, then the Data Source will open in a new window.