Create a Custom View

You create custom views to embed customizations of various transaction documents and items.

When you create a new custom views, you can integrate a non-contextual custom views or contextual, customized views built as an extension to Document types or Item types.

Before you start

You should have required permissions to create Custom Views.

Custom UI Views

To create non-contextual custom views:

Here's what to do

1. Click Menu () and then click Configurations.
2. Click Integrations ().
3. Under Configurations : Integrations dashboard, select Custom Views tab and then click Create Custom View.

   

   Note: Custom View Listing option is selected by default.
4. Enter the following values:
   • Name: Specifies a custom view name.
   • Description: Specifies a brief description associated to a custom view.
   • Status: To display or hide custom view listing from the target location specified in the Location option.
   • Data Source: Specifies the URL of the application being embedded into Intelligent Track and Trace.
   • Location: Specifies the target location where the custom views are available for viewing.

Contextual Custom Views

The two types of contextual custom views are:

• Contextual Document Page: It enables you to integrate customizations associated to transaction document types. The Contextual Document Page links the document specific custom views that you can access from the Documents dashboard alongside other details, such as business flows and trace view details.

• Contextual Item Page: It enables you to integrate customizations associated to Item types. The Contextual Item Page links item specific custom views that you can access from the Items dashboard.

5. To create custom views associated to document types:
   1. Enter the required values of the attributes mentioned in Step 4 and toggle the Location attribute to Contextual Document Page.

      

   2. From the Document Types drop-down list, select one or more document types to which you want to link the associated custom views.
      The URL Preview displays the key-value mapping of the selected documents for which the custom view pages will be linked and appear on the Documents dashboard.
6. To create custom views associated to Item types:
   1. Enter the required values of the attributes mentioned in Step 4 and toggle the Location attribute to Contextual Item Page.

      

   2. Select one or more item types for which you want to link the customized views.
      The URL Preview displays the key-value mapping of the lot-controlled or serial-controlled item types that you select, for which the custom view pages will be linked and appear on the Items dashboard.
7. Click Save and wait until the Save Successful message appears.
8. Click Cancel to return to the Configurations : Integrations dashboard.