Business View Editor window

This window appears when you right-click the blank Business View node in the Catalog Browser, select Add Business View from the shortcut menu, input a name in the displayed dialog and click OK, or right-click a business view and select Edit Business View from its shortcut menu. It helps you to create or edit a business view. See the window.

The following are details about options in the window:

File

• Save
  Saves the business view and applies all the changes made in this window.
• Close
  Exits this window.

Insert

• Category
  Opens the Category Property dialog to insert a new folder into the business view.
• Group
  Opens the Add View Element dialog to insert a group object into the business view.
• Aggregation
  Opens the Add View Element dialog to insert an aggregation object into the business view.
• Detail
  Opens the Add View Element dialog to insert a detail object into the business view.

Tools

• Hierarchy Management
  Opens the Hierarchy Editor dialog to edit hierarchies for the business view.
• Security Configuration
  Opens the Security Configuration dialog to configure security for the business view.
• Predefined Filter
  Opens the Predefined Filter dialog to add predefined filters to the business view.

Help

• Business View Help
  Displays this help document.

Toolbar

• Save
  Saves the business view and applies all the changes made in this window.
• Delete
  Deletes the selected category, group, aggregation or detail from the business view.
• Insert Category
  Inserts a new folder into the business view.
• Insert Group
  Inserts a group object into the business view.
• Insert Aggregation
  Inserts an aggregation object into the business view.
• Insert Detail
  Inserts a detail object into the business view.
• Hierarchy Management
  Opens the Hierarchy Editor dialog to edit hierarchies for the business view.
• Predefined Filter
  Opens the Predefined Filter dialog to add predefined filters to the business view. End users can choose to apply those filters when designing/modifying web reports or library components based on the business view.
• 
  Moves the selected object one row up.
• 
  Moves the selected object one row down.

Resource Objects

Lists all the resources that can be inserted into the business view.

Business View

You can add or edit the resources of a business view in this panel. The resources are arranged in a tree structure. Under the root category, both categories and view elements can be added. Categories are used as virtual folders to hold sub categories and view elements. View elements can only be added into categories.

For how to add elements into a business view, see Adding elements.

To edit an element, first select it in the panel, then right-click and select Edit from the shortcut menu. In the displayed dialog, modify the setting as required.

To change the display name of an element, use the Rename option on its shortcut menu.

To adjust the order of an element, select the element, then click or on the toolbar, or make use of the Move Up and Move Down options on the shortcut menu.

To delete an element, first select it, then either drag it to the left panel, or click on the toolbar, or use the Delete option on the shortcut menu. The root category cannot be removed.

Related topics:

• Editing a business view