Extender 2018

Adding a new View

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.

To add a new View:

1.	Open the Extender window (Microsoft Dynamics GP >> Tools >> Extender >> Extender).

2.	Create a new View.

Option 1:

i.	Expand the Solution that the view is to be added too.

ii.	Select Views from within the solution.

iii.	Click New.

Views

Option 2:

i.	Select the Solution that the view is to be added too.

ii.	Click the drop down arrow next to the New button.

iii.	Select View.

Views

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.

View Primary Table

2.	Select the Table 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, select the Form ID.

3.	Click on the Add button.

To select an additional table:

1.	Click on the Add button.

View Second Table

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.

4.	Select link fields.

5.	Click on the Add button.

To select a link field:

1.	Click on the Add button above the Link Fields list.

View Add Link

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.

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.

View Column Names

3.	Click Save to save the file names.