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| Field | Description |
|---|---|
| Basic Settings | |
| Name | The name of the stream view. |
| Display Type | A number of chart types are available:
HELPDEVTODO: no file download button on form; is this still correct anyway? If display type is a chart and the user elects to output the chart to HTML (either via a File Exporter or from a chart, PhixFlow will output the chart to HTML as a picture (.PNG). |
| Default Sort Order | If specified, the default order in which data should be displayed. See the Stream View Sort Order form. |
| Default Filter | Any filter on the stream can be selected as the default filter for this view. |
| Default Action | The action that will be applied when users double-click on a row in a data grid. Often this is an update action - that allows users (if they have permissions to run the action) to update the record. But you can make this open a read-only detailed view of the record if that is more useful for most users. See Action. |
| View Attributes | |
A list of attributes displayed in the view, or to build a chart. Press For each attribute, the following fields are shown: | |
| Order | The order in which the attributes will appear in the view. For a grid view, this is the order of columns. |
| Name | The display name of the attribute in the view. By default, this is the same as the name of the attribute in the underlying stream. Remember that if you are applying an Aggregate Function to the attribute, it is often useful to reflect that in the display name. For example: you are going to display the average monthly spend for each customer, by applying the aggregate function Average to the attribute |
| Stream Function | An Aggregate Function is only selected when you are creating a Grid view (a table of data) and you have specified one or more other attributes in your view, by which the data can be grouped. If required, select an aggregate function from the drop down list. |
Name | The name of the selected stream attribute. |
| Type | The type of the selected stream attribute. This cannot be edited here. It must be edited in the stream attribute. |
| Excel Template | An excel template can be linked to the view to specify the format the chart data should be exported in. The location that excel templates must be saved to is specified in the System Configuration. |
| Number of Periods | Number of processing periods from the stream to display on the chart. If a full set of data is generated in each period, then this will be 1. If the data is spread across processing periods in the stream - for example, each processing period only contains new data for that day, but we want to plot data across a number of days - then this number must be high enough to include all data of interest to show on a chart. |
| Background Filter | Any filter on the stream can be selected as the background filter for this view. When the user opens this view the background filter is applied first and any other filter applied to the view (either specifically created/selected by the user or automatically applied as the default filter described above) acts in addition to the background filter. |
| All Users Can View Data | If checked, this specifies that all users can view this stream view by default (provided they have the basic privilege to view stream views). If this field is not checked, then access to the stream view is controlled by dropping user groups onto the stream's "User Groups" tab. |
| Default Width | The default width of the Stream View. If empty, the View's width will be set to the system default value. |
| Default Height | The default height of the Stream View. If empty, the View's height will be set to the system default value. |
| Form View | Check box to determine if this view is to be used as a Form View. When a user is entering or updating data using a form view, you can use the internal variable _form to use a value already entered in the form in the filter on a selection view. That is, the values that appear in a drop down list will be governed by values they have entered so far in the form. See selection view attributes for details of using selection views to create drop down lists. |
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