The View Editor is used to determine which columns and search criteria are available in any List View in the system.
The View Editor is a very useful configuration tool designed for Administrators and advanced Users only. While it is unlikely, it is possible to delete a List View when using this tool. AcctVantage’s standard List Views may be re-implemented within a matter of minutes if you were to delete your views, but the affected screens would be unusable for the time it takes to replace the default view. In other words, use this tool only if you are confident in what you are doing. Or, contact AcctVantage Technical Support for assistance.
If you know a particular screen (List View) that you would like to modify but cannot seem to find the corresponding view in the View Editor, you may want to see what table is the basis of the List View. For instance, if you want to modify the List View of Sales Analysis, it is helpful to know that the [InvoiceDetail] table is the backbone, and thus the View, that corresponds to this screen. You would search for InvoiceDetail in the list of Views from within the View Editor.
You can check which table is the basis of a particular screen by following these series of steps:
- From within the List View that you would like to modify, click on the Printer icon.
- Click on the Quick Report button.
- The table that is the basis of the List View will show up in the left hand side of the editor as the Master Table.
Viewing and Changing List Views
When you have opened the View Editor, you must first select the screen you wish to edit. Modifiable screens are indicated by a triangle icon next to the screen name. Click on the triangle and select Default.
Note: Do NOT attempt to modify a List View for a screen that does not already have one associated with it. Only those screens with a triangle icon are editable. Once selected, the List View details are displayed.
Current View Definition
The Current View Definition area indicates the columns that are currently being displayed in the List View. You may highlight an entry in this area to modify:
- Column Title: The column header as it appears on the List View.
- Format: Certain field types (i.e. date or dollar fields) will allow alternate formatting. Formatting options are standard 4D type.
- Just: Defines the alignment for data within the column. Options are:
- Def = default
- L = left
- C = center
- R = right
- Width: In pixels, the default column width.
- Footer: Numeric fields can be summed in the column footer. Note: This does not work for calculated columns.
Modifying View Definitions
Modifying a View Definition is effective immediately and is system wide.
Adding a Column
A new column may be added to the View Definition by selecting a field name from the Available Fields list. Simply drag the field name to the Current View Definition area and place it in the desired sequence.
The Available Fields menu has access to Related Tables and Fields. While a Related Table may appear in the pull down list there is no guarantee that all fields from that table will be available for your List View.
Removing a Column
A column my be removed from the Current View Definition by highlighting the column and then selecting the Remove Column button found at the bottom of the screen.
Note: Selecting the Delete View button from the Current View area will delete the entire View Definition. If this occurs, please contact AcctVantage Support.
Insert Calc Column
This option should only be implemented under the guidance of AcctVantage Support.
Query & Sort Options
This tab is used to determine the availability of fields in the Quick Search menu of the List View.
- Drag and drop fields from the Available Fields list to the Query Options area to include a field in the Quick Search list.
- The Add button is used to enter a break row, or space, to the list.
- The Delete is used to remove Fields or break rows from the list.
- The Sort Options box is used to determine the default Sort order for records displayed in the List View. Drag and drop the desired field from the Available Fields to the Sort Options area. The triangle icon represents ascending (triangle points up) or descending (triangle points down) order.
Note: Query Options entries may be organized by dragging and dropping into the desired sequence. (Same process as previously mentioned in the Column Order section above.)