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

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the View Designer tab.
  4. 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 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.
  5. Under Attributes, left-click and drag an attribute onto the layout pane, and position it as desired.
  6. 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.
  7. Under Controls, left-click and drag a control onto the layout pane.
  8. 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.
  9. Click Save Save.