1. Implementing Product Management
  2. Create a View

Create a View

You can create a view starting with a small set of attributes for the object. For example, in the create process for the item object, the Item number and Item Description attributes are automatically added to the Create View page.

To create a view:

  1. In the Product Management work area, click Views under Actions.
    The View Management page is displayed.
  2. Click the object card for which you need to create a view. For example, click the Items card.
    The Views page is displayed.
  3. Click the Create icon.
    The New view drawer is displayed.
  4. Specify the following:
    • Name: Enter a name for the view.
    • Description: Provide a brief description about the view.
    • Application: Select the application where this view can be used.
    • Task Flow: Select the task flow corresponding to the application.
    • Default: This checkbox is selected by default indicating the view will be used when you open the search from the Product Management work area.
  5. Add additional attributes to the view if required.
    Note: You can add the attributes to the view only if the attributes are in the index.
    To add additional attributes to the view:
    1. Click the Add icon.

      The Select and add attributes drawer is displayed.

    2. Search for and select the attribute you want to add and click Add.

      You can enter characters corresponding to the attribute name, attribute group, or an object. The suggested results are displayed based on the characters that are entered. For example, these are common searches:

      • Enter one or more characters for the attribute name. For example, enter Li to find Life Cycle Phase.
      • Enter one or more characters for the attribute group name. For example, enter Manufacturer items to find attributes that are part of this group.
      • Enter one or more characters for the object name. For example, enter Item Category to find the attributes for the item category assignment group.

      The selected attribute along with the additional column values are displayed.

    3. You can also add the data presence indicator attributes if required.
    4. Specify the following for the attribute for views used in search pages:
      • Display Columns: Move the slider if you want the attribute to be displayed as a column in the search results on the Product Management Search page.
      • Column Width: Double-click and enter a value (in pixel) greater than 1 to specify the column width. You can preview the column spacing and make spacing changes by clicking Preview Layout. The Preview Product Search drawer displays a preview of the view layout. Drag the column separator to change the column width for a particular column. This will automatically update the pixel value in the Column Width field.
      • Keyword Search: Move the slider if you want the attribute to be enabled for keyword search on the Product Management Search page.
        Note:
        • Keyword Search option isn’t applicable for data presence indicator attributes.
        • You can enable or disable the Keyword Search option for the Item Description attribute. By default, it's enabled.
      • Filter Chip: Move the slider if you want the attribute to be displayed as a suggested filter beneath the Search box on the Product Management Search page.
      • Filter Chip Type: Select the type of the suggested filter.
    5. For views used in other pages:
      • Display Columns: Move the slider if you want the attribute to be displayed as a column in the search results on the Product Management Search page.
      • Column Width: Double-click and enter a value (in pixel) greater than 1 to specify the column width. You can preview the column spacing and make spacing changes by clicking Preview Layout. The Preview Product Search drawer displays a preview of the view layout. Drag the column separator to change the column width for a particular column. This will automatically update the pixel value in the Column Width field.
      • Keyword Search: Move the slider if you want the attribute to be enabled for keyword search on the Product Management Search page.
        Note:
        • Keyword Search option isn’t applicable for data presence indicator attributes.
        • You can enable or disable the Keyword Search option for the Item Description attribute. By default, it's enabled.
    6. Click the check mark icon in the Action column to add the row to the table. The row will be added as the first row in the table.
  6. Click Preview Layout to preview the column spacing for the view layout and make changes if required.
  7. Click Save.
    The view is saved. The search configuration is created, and the view is registered with the object’s index.