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Help, how to topics > Custom Views > How to create a simple custom view from databases in your equipment-tool manager?


This topic explains:

  • how to create a simple custom view from equipment database
  • how to use view assistant

Using the View Assistant feature, you can create a simple custom view (SQL query) with data from up to two tables.

Custom View Example:
The view will use two tables: INVENTORY and ITEMS (there is one-to-many relation, it means you can have many instances of the same equipment or tool).
The view will display four data fields: ITEM_NAME, TYPE from INVENTORY table, and BARCODE, DATE_ADDED, and COST from ITEMS table.
There will be simple filter: only items added in 2017 will be displayed.
Items will be ordered by DATE_ADDED.


how to build custom view in handy equipment

Click Join 2 Tables.

Select 1st table: Inventory. Select 2nd table: ITEMS.

View Assistant automatically selects Join Fields (for some tables join fields have to be selected from the list).

Click Select Data Fields tab.


custom view, select data fields

On this page you define data fields to be displayed in the view grid. Initially all data field from two tables are selected (A.*, B.*).

In this view definition the following data fields are selected: A.ITEM_NAME, A.TYPE (A=INVENTORY table), B.DATE_ADDED, B.BARCODE, B.COST (B=ITEMS table).


custom view: define filter

Click Filter Conditions tab (optional).

Define filters (filters will limit the number of records displayed to a certain range).

The following filter is defined: B.DATE_ADDED > 01/01/2017 (display only items that were added in 2017).

Click Update View to generate View Definition.


custom view: define order

Click Order By tab (optional).

Define the sort field for your custom view.

Click Update View to generate View Definition.

Click OK in the View Assistant. It closes View Assistant and loads the newly defined view into the Custom View Definition box.


how to build custom view in handy equipment

New view definition is displayed in the Custom View Definition box.

Click Display to activate the view.

Click Save View to save the view for future use.

If you know the Firebird SQL language you can enter or modify the definition.

Review ready-to-use custom view definitions.


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