Database Entity Views

From support-works
Jump to navigation Jump to search



Status: Published
Version: 1.0
Authors: Hornbill Support
Applies to: Supportworks ITSM x.x

Database entity views on the Supportworks client provide another means of searching for managed entities such as customers and assets. They are accessed from the client’s shortcut bar, and are available to any of your users.

The database entity view is defined within the Data Dictionary Editor. To add a new database entity view, follow these steps: In the Data Dictionary Editor, choose the File > New > Database Entity View menu option and, at the prompt, enter a name such as “Search for Customers”. An item representing your new database entity view appears under the relevant category, and you will notice, on the right-hand side, that most of the attributes of this item are empty. Set the Table attribute to point to the swdata table you want to search on – in this case, userdb. Set the Search Title attribute to “Search for Customers”. Now, you need to create the search-criteria fields for the view. These are the fields into which your users will be able to enter search text, against which results will be returned. When you click on the Search Columns attribute field’s button, the columns from the userdb table are presented to you. Add the following columns as the ones to be included: keysearch firstname surname siteemail Now, you need to specify the Search Result Columns for the view. These are the columns that will be shown in the result list of records that match the search criteria. An important condition here is that you include the primary key column of the search table. In this example, userdb is the search table, so the primary key column is keysearch. Select the following columns for inclusion in the results display: keysearch firstname surname site telext email Leave the Form Type attribute as “HTML View”.

In order to remove a Database Entity View, select the entity and go to Edit > delete