Use the Extender Views window to define new Views.
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You can create and edit Views only when logged in as a user that has the SQL server role of sysadmin or the database role of db_owner.
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To add a new View:
1. | Open the Extender window (Microsoft Dynamics GP >> Tools >> Extender >> Extender). |
i. | Expand the Solution that the view is to be added too. |
ii. | Select Views from within the solution. |
i. | Select the Solution that the view is to be added too. |
ii. | Click the drop down arrow next to the New button. |
3. | Enter a View ID and Description for the View. |
4. | Enter a SQL Name of the view. This is the name that will be used when the SQL View is created. |
5. | Select the Primary Table |
6. | Select additional tables. |
7. | Select fields to include in the view. |
8. | Click the Display Name button to change the display name of the views fields. |
9. | Click on the Save button. |
To select the Primary Table:
1. | Click on the Add button. |
• | If the Type is Microsoft Dynamics GP Table, select the Product, Series and Table. |
• | If the Type is Extender Window, select the Window ID. |
• | If the Type is Extender Form, select the Form ID. |
3. | Click on the Add button. |
To select an additional table:
1. | Click on the Add button. |
2. | Select the table already selected to link the additional table to. |
3. | Select the Link To Type: |
• | If the Type is Microsoft Dynamics GP Table, select the Product, Series and Table. |
• | If the Type is Extender Window, select the Window ID. |
• | If the Type is Extender Form, Extender Detail Form or extenders Linked Form, select the Form ID. |
5. | Click on the Add button. |
To select a link field:
1. | Click on the Add button above the Link Fields list. |
2. | Select the Link From Field. |
3. | Select the Link To Field. |
4. | Click on the Add button. |
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The linking of two fields always uses a Left Outer join.
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To remove a link field:
1. | Select the link that you want to remove from the Link Fields list. |
2. | Click on the Remove button above the Link Fields list. |
To change the display name:
1. | Click the Display Name button. |
2. | Change the display name of any of the fields in the view by changing the name in the SQL View Display name column. |
3. | Click Save to save the file names. |