In the previous lessons, you worked directly in the Focal Point® repository. In the repository, administrators can add, delete, and change elements. Views are required to provide users with access to elements. Focal Point® provides default views corresponding to each module, and hence, you need not create views specifically for the Cars module. You can just select the Cars view listed from the Display menu, and edit it based on the inputs provided in this section. This lesson is meant to help you understand the procedure to create a view.
Views
Views define what users can see. You can define views that show various subsets of your information. For example, you might create a view of only Estate cars, or only cars that a specific user created after a specific date.
In this lesson, you define a view to display all the cars that are in the Cars module.
2 Click the Settings icon , and then, from the Configure group, click Views.
3 Click Add View.
4 In the Title field, type:
All Cars
5 In the Description field, type:
This view shows all elements in the Cars module.
6 Select the menu in which this view must be listed and set the toolbar options. By default, the view is set to be listed in the Display menu.
Do not modify other attributes.
7 Click OK. A list of the available modules is displayed. Select the module to which this view applies.
8 To define the views for the Cars module, click Cars. A wizard opens, that you can use to define the rules and access levels of the attributes in the view.
9 Follow the instructions in the wizard. The default rule is to show elements whose type is a folder is set to false. Because you need a view that shows all elements that are in the Cars module, do not set any other rule. To proceed with the default rule, click OK, and then click Next.
10 For your work in this tutorial, you do not need all of the administrative attributes. Hide some of the attributes that are not required in the view. Use the following table to set the access levels for each of the attributes.
Attribute
Access Level
ID
Visible
Title
Editable
Description
None
Type
Editable
Price
Editable
Element Information
Visible
Owner
Visible
Creator
None
Created Date
None
Last Changed By
None
Last Changed Date
Visible
Parent Folder
Editable
11 Click Finish.
The view definition is displayed and the All Cars view is added to the Display menu.
12 To open the view, from the Display menu, select All Cars.
After you define the views, you can view elements in different display modes. For more information on views, see Configuring views.
Lesson checkpoint
In this lesson, you learned to create a view and to define the rules and the access levels for the attributes in a view.
, and then, from the Configure group, click Views.