The View Manager lets you Add, Edit and Delete Views from the DriveWorks CPQ Template. Here you can setup Views, set their type and what data they will show based on a Rule.
The DriveWorks CPQ Template is made up of Views. When you enter the DriveWorks CPQ Template, you enter the Dashboard View. When you select Accounts, you go to the Customers View.
Every core bit of user interface is a View. Things like Menu Buttons get added to Views. This is done so each DriveWorks Project knows what View it is showing and what button are assigned to that View.
Location in the DriveWorks CPQ Template:
Dashboard > Admin Panel > View Manager
Down the left hand side of this View, you have a list of all the current Views within the DriveWorks CPQ Template. On the right hand side, you have the current Views Properties and Column Aliases
The following properties can be set on a View:
|View Name||This is the name of the View you want to add. This must be unique.||Contacts|
Give the View a type so each DriveWorks Project knows how to handle it.
|Group Table Name||If a list View gets data from a DriveWorks Group Table enter the name of the Group Table.||Contacts|
|List Query||Enter the rule used to get the data to display in the list View. This could be a Group Table.
This text is turned into a rule in DriveWorks using an Indirect function.
|Parent List Name||Views can be parented to other Views using this property. For example, Contacts could be parented by Customers. This field lets DriveWorks know what the parent View is.||Customers|
|Skip project with Parent ID||Each project will pass through the selected item index to the next project. This property prevents that from happening in the current project, passing it through to the next project that is opened. For example, Customer > Sales Orders > Order. If Sales Orders has this property checked it will pass the selected index from Customers to Order skipping Sales Orders.||FALSE|
List Views can have Column Aliases assigned to the View. This means that you can show alternative table headers to the ones that may come from the data source.
View data is stored in the Group Table called ViewSource.