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Creating a View

Introduction​

This guide walks you through creating and configuring your first view in Process Studio. We will use the creation of a view displaying all customer complaints as an example.

Step 1: Creating the View​

  1. Open Process Studio.
  2. In the left menu, go to Navigation → Views.
  3. Click the New button in the ribbon.
  4. In the General tab, fill in the properties:
    • View Name: QIMReclaToutes (use a technical name, without spaces).
    • Description: QIM: List of all customer complaints.
    • Category: Complaints.

Step 2: Data Selection (Conditions Tab)​

The Conditions tab allows you to define the data source and fields to return.

Conditions Tab

Standard Method (Drag and Drop)​

  1. Go to the Conditions tab.
  2. In the Forms area, click Add and select the source form (e.g., Customer Complaint).
  3. In the Fields area, move fields using the arrows from the center list to the left list. Recommended fields for the example:
    • id (essential for opening the record)
    • reference
    • created_by
    • creation_date
    • current_activity (workflow step)

Advanced Mode (SQL)​

For 90% of complex views (calculations, icons, specific joins), designers use Advanced Mode:

  1. Check the Advanced mode box in the top right.
  2. Enter your SQL query directly in the editor.

[!TIP] To master complex queries (CTE, icons, joins), consult our dedicated guide: Advanced View Configuration (SQL).

Step 3: Display Configuration (Columns Tab)​

This tab defines the appearance of columns in the final table.

Columns Tab

  1. Go to the Columns tab.
  2. Order: Reorganize columns by drag and drop to define the display order.
  3. Column Settings: Select each column to refine its configuration:
    • Title: Modify the labels displayed on the Web.
    • Width: Set a fixed width or leave blank for automatic adaptation.
    • Sort: Define the default sort (e.g., Creation Date Descending).
    • Link: Configure navigation to open the record when clicking on the row.

Step 4: Data Filtering (Filters Tab)​

If you want to restrict data (e.g., only see the current year), use the filtering section.

  1. Go to the Filters tab.
  2. In the Filter query portion area, add your SQL conditions. Note: Always start your condition with AND.

To learn more about dynamic search panels, see the article Filtering and Pre-filters.

Step 5: Save and Publish​

  1. Click Save in the Edit menu.
  2. Process Studio will ask if you need to "Rebuild the view". Answer Yes. This operation physically creates the SQL view in the database.

Step 6: Test the View​

You can test the result without leaving Process Studio:

  1. Right-click on your view in the tree.
  2. Click Open.
  3. A window previews the data as it will appear on the Web.

Next Steps​

Once your view is operational, it must be integrated into the navigation system:

  1. Add it to a Navigator.
  2. Link this navigator to a Navigation Bar.

See also: