View Designer

You can use the View Designer tab to modify the layout of financials views and to create custom summary views for use in the Projects module. Custom summary views are also used to layout an item request page.

The View Designer tab has five sections:

View Layout This section is used to design the layout of a view. Choose an item. Select a view. Use a form that is already there, add a new form, or copy a form and use it again.
Attributes This section is used to add attributes to a view layout. Many attributes are named using its system name.
Controls This section is used to add buttons, boxes, rules, images, labels, and so on to a view layout.
Properties This section is used to manage the properties associated with attributes and controls. Properties are only visible for attributes and controls which have been added to the view layout.
Pane The layout pane is a template for designing the view. Click and drag attributes and controls onto the layout pane, and then define the appropriate properties for each. The View Layout box defines the item type that the Summary tab is associated with. It contains a list of all the Summary tabs, so that you can select the one that you want to work with. It also contains a list of available forms for the selected view and the buttons needed for working with forms. These forms are the tabs that appear in each Summary tab.

Adding a form

The forms that you create in the View Designer tab are the tabs that appear in the associated Summary tab. When you create a new form in the View Designer tab, the form is displayed in the Forms list in the View Layout box of the View Designer tab, where it is available to be used in Summary tabs. When creating forms, you can:

Create a new form.
Add blocks of JavaScript code to the form by using the Script button.
Create a new form based on an existing form by using the Copy button.
Rename a form.

To add a form

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, click New.
Name the form and click OK.
Click and drag the appropriate attributes and controls to the layout pane and modify their properties as necessary.
Under View Layout, click Save.

Adding a view from within the View Designer

You can add custom summary views to your configuration.

To add a view from within the View Designer

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, define the view: from the Investment list, select the item type that the summary view will be associated with, from the Views list, select a view, and from the Forms list, select an existing form or click New to create a new form. If you select an existing form, you can click the Script button to display the Code Editor dialog box, which can be used to insert blocks of JavaScript code into the form.
Under Attributes, left-click and drag an attribute onto the layout pane, and position it as desired.
Under Properties, set or modify the properties for the attribute. Click the button, if available, to make different types of modifications, such as selecting a color or opening a text editor.
Under Controls, left-click and drag a control onto the layout pane.
Under Properties, set and modify the properties for the control. Set the properties in the Properties box for each element. If you put an item dependency into the form, you must configure the dependency.
Click Save.

Copying a form

You can create new forms by copying existing ones.

To copy a form

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, select the summary view that contains the form you want to copy.
In Forms, select the form and then click Copy.

Copying a view in the View Designer

You can add new views by copying the settings, properties, and layout of an existing view.

To copy a view

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, select the item type, its associated view, and the form you want to copy.
Click Copy.
In the Copy To dialog box, select the item type and view that you want to copy, and then click OK.
Under View Layout, click Save.

Deleting a form

If you are not using a form, you can delete it.

To delete a form

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, select the summary view that contains the form you want to delete.
In Forms, select the form and then click Delete.

Deleting a view from the View Designer

If you are not using a view, you can delete it. You cannot delete out-of-the-box, system views.

To delete a view

From the application toolbar, click Setup, and then select Configuration.
Select the View Management tab.
Select the Investment Views tab.
Under Investment Views, select a view and click Delete. You cannot delete system views.

Renaming a form

You can rename any form in any view.

To rename a form

From the application toolbar, click Setup, and then select Configuration.
Select the View Designer tab.
Under View Layout, select the item and then the view which contains the form that you want to rename.
Select the form and click Rename.
Type the new name and click OK.