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Summary
Views in RPM provide a way for users to manage lists of information. Users select a view by using a drop down selector beside "View:" at the top of the grid the view applies to. The view controls which things are listed in the grid and which aren't. The view also defined which columns are used in the grid and their order. In some places in the application, staff users can build their own views.
- Note: Views are also used to specify the forms used in process summaries. See Process summary
Category
The category of a view is what the view applies to.
- Example: The "Select an agency" page has views to change the list of agencies shown and the columns in the grid. Those are "Agency" category views.
- Agencies
- Reps
- Customers
- Accounts
- Staff users
- Commission items
- Forms
Type
There are three types of views:
- Built-in. These views are a part of RPM and can not be changed.
- Example: "All"
- Custom. Staff users may build views, specifying their own filters and columns.
- Temporary. Sometimes RPM needs to build views on the fly. Temporary views are shown in brackets.
- Example: Click "View items" from the details page of an agency.
Editing custom views
The edit views page allows staff users to add, edit, copy, and save views. Custom views can be built for the following view categories: Commission item, Agency, Rep, Customer, Account, each process.
Filters
Filters determine what will be listed and what won’t be listed. A view can have more than one filter.
- Example: To only show commission items sold by agency "AAA Networks", create a commission item category custom view. This view will have a filter: "Agency - Limit to - AAA Networks".
- Example: Now maybe we don’t want any "DSL" items in this view. Add an additional filter: "Product - Exclude - DSL".
Each filter has a:
- Variable. What is being filtered by. Examples: "State", "Net billed", "Modified"
- Method. How the filter is applied. There are two options: "Limit to" or "exclude". The first will only include things that match the filter. The latter will not include things if they match. If the result of a 'limit to" and "exclude" overlap, the exclude will take precedence.
- Value. The value of the variable to filter by. Examples: "California", "Under $25,000", "Aug. 1, 2003 to Aug. 15, 2003"
Columns
The column list determines which columns will be shown in the grid and what order they will be in. The default sorting is also specified. This determines which column will be used to sort by and the sort order when the view is used.
- Note: The user can still change the sorting as normal while using the view by clicking on a column header.
Shared or private
Custom views are either shared or private. Shared views are available to all staff users. Private views are only usable by the user who created them. A view is made shared or private when it is created or renamed.
Built-in and temporary views
Built-in and temporary views can not be modified, but they can be copied to use as the basis of a new custom view.
- Note: All built-in views are shared and all temporary views are private.
Examples
- Top agencies. Create an agency view::
- Filter: "Net billed last run - Limit to - Greater than $100,000"
- And add the "Net billed last run" column and put it as the default sort column, descending.
- Missing accounts. Create an account view:
- Filter: "Items in run - Limit to - Previous"
- Filter: "Items in run - Exclude - Latest"
- John’s pending Sprint quotes. Create a quote (process) view:
- Filter: "Status - Exclude - Done"
- Filter: "Owner - Limit to - John"
- Filter: "Supplier - Limit to - Sprint"
Default views
Staff users can specify a default view to be used instead of the built-in "All" view. To do this click "Default views" under "My settings".
Security
Staff users
All staff users can use and edit views. Editing and saving shared views requires the "Save shared custom views" privilege.
Agent users
There are built-in views for agent users, but custom views and view editing are hidden from agent users.
Adding a view
An "Edit views" link is shown beside the view selection drop down when custom views can be created. Click this link to edit the current view. If the current view is a built-in or temporary view a copy will be created to edit. Click "Add a view" to add a new view.
- This page was last modified 14:56, 3 May 2007.
- This page has been accessed 2088 times.