Create a Business View
A business view is a set of related business entities. It starts from a Root Business Entity which, through Transitions, supports navigating to other Business Entities.
Create a Business View
To create a business view:
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In the model, expand the node of entity that should be at the root of your business view.
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Right-click the Business Views node under this entity and select Add Business View…. The Create New Business View wizard opens.
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In the Create New Business View wizard, enter the following values:
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Name: Internal name of the business view.
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Label: User-friendly label for this business view. Note that as the Auto Fill box is checked, the Label is automatically filled in. Modifying this label is optional.
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Click Next. The second step of the wizard configures the business entity at the root of the business view.
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Browsing Form: Select the form that is used for showing single records for this entity.
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Root Filter: This SemQL condition filters the records of the root entity that should appear when opening the business view. For example, in a business view representing the hierarchy of Cost Centers, we should filter only the cost centers with no parent cost center.
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Root Label: Label used for the root business entity. It defaults to the label of the root entity.
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Root Plural Label: Plural Label used for the root business entity. It defaults to the plural label of the root business entity.
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Click Next. The third step of the wizard allows you to select reference relationships to the root business entity for which you want to create a transition.
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Select all the references for which you want to create a transition.
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Click Finish.
The business view editor opens on the new business view, with the transitions and child business entities created for the selected references. -
Optionally configure the business view by setting the following properties:
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Name and Definition
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Description: optionally enter a description for the business view.
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Required Role: Optionally select a role required to open this business view. This role is required in addition to the privilege grants on the entities composing the business view.
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Icon and Label
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Icon: Select an icon from the image library to represent the root business entity.
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Add Transitions
To include more entities in a business view (for example, child Cost Centers or Employees reporting to the cost centers), it is necessary to create more transitions to other business entities.
To create transitions:
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In the Business View editor, scroll down to the Transition table.
This table shows the business entities and the transitions that relate them. -
Select the parent business entity for the new transition.
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Click the
Add Transition button in the toolbar of the transitions table. The Create New Transition wizard opens.
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In the Create New Transition wizard, enter the following values:
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Transition Path: Click the
Edit Expression to select a transition path. This path is a SemQL path to child records related to the parent entity.
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Name: Enter the name for the transition.
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Click Next. The second step of the wizard configures the child business entity of the transition:
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Filter: The business entity shows records related by the transition path to the parent business entity, filtered in addition using this condition.
For example, a business view has a Company root business entity and a Contact child business entity. When showing a given customer, the business view will show only the contacts related the given customer. The Filter condition applies in addition to that, for example to show only the contacts with a phone number. -
Select whether you want to create a new business entity or use an existing one.
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If you choose to Create a New Business Entity, select an Entity and give a Name for the new business entity.
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If you choose to Use an Existing Business Entity, select an existing Target Business Entity. Note that this option is only possible if this business view already contains a business entity pointing to the same entity as the transition path.
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Click Finish