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Views

Introduction​

A View is the elementary building block of the Process Studio navigation system. It is a configured query to extract data from one or more forms and display them as a table (grid) in the web application.

Unlike a form that displays a single record, the view allows you to visualize a list of records, filter them, sort them and perform bulk actions.

Anatomy of a View​

The configuration of a view in Process Studio is organized into several tabs, each with a specific role:

General Properties​

Located at the top of the designer, they identify the view:

  • View Name: Unique technical identifier.
  • View Description: Informative label for administrators.
  • Category: Classification in the Process Studio tree structure.

Conditions​

Defines the source and scope of data:

View Designer - Conditions Tab

  • Form: Selection of the main source form.
  • Fields: Selection of fields to extract from the database (Switch using the arrows from the center list to the left list).
  • Filters (Access): Configuration of access rights (Read/Write), access permissions (User, Delegations, etc.) and Workflow states to include.

Columns​

Defines the appearance and behavior of each table column:

View Designer - Columns Tab

  • Title: Name displayed in the header.
  • Formatting: Width (pixel or auto-expand), display format (dates, currencies) and visibility.
  • Behavior: Export authorization, grouping (categorize) and default sorting.
  • Search: Activation of header filters and definition of default search operator (Contains, Starts with, etc.).

Aggregation​

Allows configuring calculation rows at the bottom of the table:

  • Operations: Sum, Average, Count, Minimum, Maximum.
  • Displays totals or statistics directly under numeric columns.

Filters​

Allows defining advanced selection criteria:

  • Description: Used to configure Pre-filters (dynamic search panel on the Web).
  • Filtering query portion: For entering fixed SQL code injected into the WHERE clause.

Script​

Allows associating shared script libraries to the view to extend its functionality (e.g.: custom actions, complex calculations).

Code​

Dedicated space for writing C# scripts specific to this view. This is where you can, for example, dynamically modify row styles (colors) based on data.

Administrators​

Allows defining Roles that have administration rights on this view (configuration modification from the Web interface).

Options​

Groups global behavior settings for the grid:

View Designer - Options Tab

  • View Type: Defines whether the view is intended for a browser, a form (integrated view) or a choice list (picklist).
  • Pagination: Activation and setting of the number of records (documents) per page.
  • Interface: Options to hide selection checkboxes, allow or disallow bulk deletion/update, or force line wrapping.
  • Preferences: Option to automatically save customizations made by the user (column order, sorting, etc.).

Advanced Features​

Search and Interactions​

As soon as a view is displayed on the web, users benefit from native functionality:

  • Full-text search: Instant filtering on all columns.
  • Column grouping: Drag and drop any column into the grouping area to categorize the list.
  • Bulk export: Data export to Excel or PDF.
  • Custom actions: Action buttons (workflow, scripts) on selected rows.

Configuration Guides​

To learn how to configure a view from A to Z, consult the detailed guides:

📄 Guide: Creating a View - Step-by-step tutorial.

📄 Guide: Column Configuration - Formatting, icons and styles.

📄 Guide: Filters and Pre-filters - Search optimization and SQL.

📄 Guide: Advanced Configuration (SQL) - Advanced mode and complex queries.

See also: