This article covers creating and editing custom views (Table Views) for use while viewing records of a specific type within the Workbench. For example, while viewing applications, licenses, registrations, renewals, Etc..
What information about those entities would you like to view as columns of information by default?
How will they be sorted or potentially filtered by default?
1. From the Module Selector, select the Workflow Module.
2. From the left-hand menu, select Forms.
3. Search for the Entity you'd like to create or modify a Table View for.
License/Registration Applications, Licenses, Registrations, Renewals, Etc..
Keep in mind: Search using the Display Names specific to your use of Thentia. For example, while viewing the left-hand menu in a Module such as Register, you see a list of the labels applicable to your agency. The Description is a great reference to differentiate entities.
Keep in mind: Search using the Display Names specific to your use of Thentia. For example, while viewing the left-hand menu in a Module such as Register, you see a list of the labels applicable to your agency.
4. Double click on the Entity you'd like to work with for your applicable Table View.
5. Access the Table Views tab.
6. The Views already existing will be displayed on the left.
Or you can +Add a View.
7. Enter a Table View Name.
8. Enter Parameters for the new view. Parameters are defined by expressions such as:
- reg_applicationstatusid.text:"Submitted"
- reg_applicationstatusid.text:"Approved"
9. Specific Privilege Groups can have a unique Table View set up for them. Use the Privilege Group dropdown to select an already existing Privilege Group in your environment.
Want to learn more about Privileges and Privilege Groups?
Check out our System Users (Workbench) Management Articles.
10. Set a dedicated Table View to be automatically displayed with Set As Default.
Note: System Users will have the ability to select other Views that have been configured through the Change Current View (Eye Icon) while viewing entity records.
11. Configure which Columns will appear by default, how they will be organized, and how they should be sorted. (Along the bottom of the screen)
- Rearrange columns by clicking, holding, and dragging the column to the desired location.
- Add a column by clicking on the +Add button on the right-hand side of the existing columns.
12. Repeat these steps for all columns you would like included in the view. If you need to delete any of the columns, simply select the “x” for the column to be deleted.
13. Click the Save icon to save the view and then the Close icon to close the view.
14. Check your work!
- Open the Entity for which you created the view. (Application/License/Registration).
Refresh the screen by using the refresh icon on your browser or by logging out of the platform and logging back in. - Select the Change Current View (Eye Icon).
You will now be able to see and select the view you've created.
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