Add View
Adding a new View allows you to create a customized representation of an entity by selecting specific properties and setting appropriate authorization rules. Follow the steps below:
Navigate to the Views Section
Click the Data icon in the Primary Navigation Bar.
From the expanded sections, select Entities.
In the Secondary Left Panel, locate and click on the entity for which you want to create a new View.
Under the selected entity, click on Views. This will display the list of existing Views for that entity on the right side of the page.
Initiate View Creation:
In the Tabs and Actions bar, click the New button. This opens the New View Drawer.
Enter View Details:
In the New View Drawer, fill in the following fields:
Name
Enter a unique name for the View.
Validation Rules:
The name must be unique.
The name must be between 2 and 100 characters.
The name cannot be empty, contain special characters, spaces, or start with a numeric character.
Description (optional)
Provide a brief description of the View.
Validation Rules:
The description must be between 0 and 400 characters.
Authorizations
Configure the access controls for the View based on your authorization policies.
Refer to the Authorization section for detailed setup.
Properties
All entity properties are selected by default. You can:
Remove Properties: Click the Delete icon next to any property you do not want to include in this View.
Add Properties: Click on Add to open a selection menu. Choose additional properties to include in the View. Selected properties will appear as chips, which you can manage by adding or removing as needed.
Submit the View
Click the Submit button to create the new View.
The new View will now appear in the list of Views under the selected entity.
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