Adding a Group to a View

A group on a view is a link to another table. A group lets you enter multiple values for information stored in the linked table without having to open the separate table. The setup of the view of the linked table applies to any groups that appear for that table. (For example, if you edit the address table to which the location view is linked, the changes appear in the Address group of the Edit Location Parameters window.) (For more information about groups, see the “Horizon User Interface” chapter of the Horizon Basics Guide.)

Because each table has its own view to control its edit and list properties, adding a group to one view consists only of specifying the view for the other table.

Groups occupy an ord position as do single columns. Therefore, you need to assign each group a unique ord number (that is, an ord number that is not used by either another group or another single column). Display the selection drop-down list for both the Edit View group and the Edit Links group to see which ord numbers are used.

To add a group, you need to know these details:

The view that controls the display of the table you are linking. (This is the table the group will show.)

(For instructions on opening the correct view, see Finding and Opening the Correct View.)

The column the two tables have in common. (This is referred to as a “link column”.) A link column is the column that Horizon uses to determine what row in one table is related to another row in another table. (To determine the link columns between tables, see the Table Structures Guide.)
Where you want the group to appear in relation to other fields on the window. To determine this, look up the ord numbers of the columns or groups that will appear before and after the group that you are adding. You can assign the new group any number between the other two fields.

To add a group to a view

1 Open the view for the window to which you want to add a group.

(For instructions on opening the correct view, see Finding and Opening the Correct View.)

2 Click Page Down or resize the window to display the Edit Links group of window you are configuring:

3 Complete these fields as necessary:

Field

Action

Ed. Order

Enter the number for the order or position of the group in relation to the other fields.

This should be a unique number.

Linked View

Enter or choose the view that controls the display of the information that appears in the group.

For example, if you want to add a group for phone numbers to the Edit Borrower window, the linked view would be borrower_phone.

Label

Enter the label that appears at the upper-left corner of the group.

Link Column(s)

Enter the column that the linked view has in common with the view you are working with.

For example, if you are linking the borrower_phone view to the borrower view, the link column would be borrower#.

Key Dependency

This field determines how much the main table depends on the information stored in the linked table.

Choose one of these options:

Fully Dependent on Superordinate Table
Partially Dependent
Totally Independent

Min Required

Enter the number of required group entries that users must enter in the group.

For example, to require two address entries in the Address group on the location table, you enter “2” in the Min Required field on the Edit Links group for the Address group entry on the Location table.

4 Save your changes.
5 Exit Horizon and log back in to view your changes.

 


© 1998-2017 Sirsi Corporation