View Editor

The way to create Views in Ivinex is by using the View Editor.  This documentation is for informational purposes only regarding how Views are made.

To find the View Editor go to the upper right-hand corner in the user drop-down (front-end of Ivinex).  This is only available to those with permissions.

Click on the View Editor to pop up the Data View Editor (as shown below):

1. Views: To create a new View select the --New-- record, and type in a new Name and push the Save button.  This will create a new View.
   • If you want to select an existing View, you can select from the Views drop-down records displayed in the Data View Editor.  
2. Name: Type in what you would like to name your view in this field.
3. Icon: You can select to add an icon next to the name of your view. Below you can see that we are selecting "Text Only". To see the list of icons available to choose from select Set Icon.
4. Save: Make sure to click save when you are satisfied with the name of your view.
5. Delete: You have the option to select an already created view and delete if needed.

Once you have created a view you will see it appear in the Views list. When you click on a view you would like to edit you will see the following window.

1. These are the same options that were in the previous image, but are here again if the name needs to be changed, or an icon added.
2. Windows: This is the next layer of creating a view and adding information to be seen by the user. This creates the smaller screens seen. An example of windows created is shown below.

1. Name: Enter a name you would like to call this window.
2. Section Display Type: There are two different options for this selection. List and Sub-Tabs.
   • List allows the sections/information to be displayed in a list format.
   • Sub-Tabs allows the sections/information to be displayed separately 
3. Measurement Type: Tells you what measurement unit is being used for the following four fields below this. % Percentage.
4. Size Dimensions: The following four fields allow you to adjust where you would like the windows placed on the screen.
   • Top: Enter numbers to show what percentage you would like the top of the window to be from the top of the screen.
   • Left: Enter numbers to show what percentage you would like the window to be from the left side of the screen.
   • Height: Enter numbers to show what percentage you would like the window itself to be in height.
   • Width: Enter numbers to show what percentage you would like the window itself to be in width.
5. Save & Delete: Make sure you click Save to update the measurements inputted. You may also delete a window here if needed.
6. Sections: A section is what will decide which information is and how it is presented within the current window selected.
   • Click New to add a new section. You can add multiple sections, and display them in a List or by Sub-Tabs as explained above.

1. Name: Type in the name of what you would like to call this section.
2. Type: Select which type of section you would like to create, here are the following options:
   • Master List:  This will set your data to be the Master List of the module that you select.  Therefore, the Master List will display in the window.
   • Related List:  This will set a list of your related items to the module selection.
   • Details:  This will display the details of the module you select.
   • New Details:  This will be new details to the module selected.
   • Related Details:  These are the related details to the module selected.
   • Feature:  If you select Feature, you will be given a list of all the activated features in Ivinex to use.  This way you can use a Feature within a View.
   • Change History:  This will give to you a view of the changed histories.
3. Module: Select the desired module from your list in Ivinex. This is the data that you will be referencing.
4. Filter: You can setup a filter on your data to be displayed with the Add Filter button. Filters can be setup as descried in the Ivinex Filter documentation.
5. Master(s): Select the Master(s) section.
6. Sort Order: Sort your data in the order that you would like.
7. Icon: Set an icon, if desired. Pick an icon from the Set Icon link.
8. Auto Refresh Seconds: This will auto refresh in the amount of seconds given. '0' is default.
9. Style: Setup the styling on the window to look how you want using this styling tool by selecting Select Style.
10. Save & Delete: Use these buttons to save changes or delete this section. You may need to click Save after selecting which Type you would like in order to refresh the changes and have the correct options appear.
    
    NOTE: The following options are to choose how to display the data. Select the checkbox if you would like to include it. Depending on which option you select for the Type will determine which options you see on the right side of the view editor window. Go through the following sub-courses to see the options for each type in more detail.