View-type Data Source

The last data source Type is View. This type is typically utilized for Query Results screens. For this example, create a view that shows work orders ranked by Type and Priority. To do so, follow these steps.

1. Go to Data Sources > New.

2. Enter a Name for your data source, such as "Work Orders by Type and Priority".

3. Enter a Description for the data source, such as "Work Orders Ranked by Type and Priority Code".

4. In the Segment drop-down menu, select the segment in which this data source should appear.
5. In the Type drop-down menu, select View.

6. Select the Module. Select Work Orders.

7. Select the Category. Select General.

8. Select the Sub Category drop-down menu. Select General for the data source.

9. In the Status drop-down menu, select ACTIVE.

10. Click Save.

11. When the screen changes to the Data Source Edit screen, select a Saved Query.

12. Next, select the Data Source Editor tab.

13. Add fields to the Column Area drop zone to make up your data set criteria. For this example, select these fields:

    • WO Number (from Common Fields > Required)

    • WO Description (from Common Fields > Required)

    • Type Code (from Common Fields > Required)

    • Priority Code (from Common Fields > Required)

14. Finally, set field options as necessary. For the Priority column, select Descending for the Sort By option from the Options menu.

15. Click Save to finalize the data source.

    If you followed this example, with the same fields and criteria, your Data Source Editor tab looks like this:

    

    The column width in the grid defaults to a standard size. You are able to change the column width when editing your data source and those changes will be reflected on the query results screen.