FocalPoint Home View allows administrators to configure views which can act as a 'dashboard' visible on an individual user's Home Page of their FocalPoint web application.
Home Views can be created by an administrator who has some SQL knowledge. They are often created on behalf of the customer by an Access Consultant. The instructions below can also be used to modify an existing Home View.
To add a new Home View:
Log in to FocalPoint Administrator as an Admin user.
Click Records then click Home Views.
Click Insert. All Home View names must be prefixed with TS_HOME_VIEW_.
In the Name field, type a name for the SQL Object, using the naming convention mentioned above.
In the Title field, type a description.
If the Home View is specific to a Resource, select Use Resource Code.
In order for the Home View to be available for users, select Available.
To allow the Home View results to return a specific number of rows, select Top.
Type the number of rows to be displayed. This will be based on an ascending or descending Order By Type, i.e. always Start Position at Row 1 to Position <n>.
To control the ordering of the Home View use:
Order By: This allows the user to select which Column Number to Order By.
Order Type: This controls whether the data is in 'ascending' or 'descending' order.
In the Command field enter the SQL Code: It is possible to 'Group By' certain fields from the Command. In the Command simply alias one of the data fields as GroupByN where N should be replaced by the GroupBy Order, always starting with 1.
If the Use Resource Code has been selected, then the Command must include a field with the alias of Resource.
It is also wise to ensure that this is the actual Resource Code. otherwise it may not work correctly.
Click OK to save the new Home View and create the SQL view in the Database.
Once the Home View has been configured it needs to be given to a Security Profile group of users as an available Home View.
To adding a Home View to a Security Profile:
In FocalPoint Administrator, click System Control.
Click Security Profiles.
Select the profile to which the user belongs.
Click Edit.
In the record window, on the Home Views tab, there are two lists of views:
Left hand, Selected: Views that users in this profile are allowed to see.
Right hand, Available: Views that users in this profile are not allowed to see.
Select a view in the Available list, and click Add. The view appears in the Selected list.
A user needs to choose to see a Home View:
A user who wishes to see a Home View in their FocalPoint Web Application needs to choose this from their Preferences menu in the main FocalPoint Web Application.
Log onto the FocalPoint Web Application.
In the top right, use the drop-down of your Resource Name and select User Options.
Click Preferences. This opens the webpage http://.../Options/UserOptions.aspx
Under the Homepage section the user will see six options (View 1 through to 6) which can then be used to select which Home View the user wants to see on their Homepage.
The refresh interval defaults to 0 seconds which means that the user must manually refresh the view for new data. Otherwise this can set to a number of seconds as required.
Click Save. There is no requirement to Log out of the application for the changes to take effect
Click Home.
Click Home Views. This opens the webpage http://.../Homepage.aspx . All selected Home Views set up in Preferences should now appear for this user.