In Artsystem5, the ViewSet is a powerful boolean-style search tool which allows users to create groupings of records by querying the data directly. In modules where ViewSets can be created, the top section of the panel is organized by criteria or common attributes where standard data filters are defined. There is also an "Advanced" section which allows access to most fields within the module. The ViewSet is dynamic, or responsive to database changes, and can be most useful when specific record groupings need to be referenced on a regular basis. When a saved ViewSet is loaded, it will always match and display the most up to date results.
A5 Tutorial Video
Add New ViewSet Panel
To create a new view in any module that supports ViewSets, click NEW > ViewSet in the Main Toolbar to open the Add New ViewSet panel. Use the panel to define the desired criteria.
- Cancel - quit the ViewSet Panel
- Clear - reset the ViewSet Panel to default and clear all currently selected options
- Save As - apply the criteria selections and create a new saved ViewSet
- OK - apply the criteria selections and create an un-saved New View
EXAMPLE: The screenshot below shows the creation of a new Works ViewSet which will display any Works that are Active, Available, and have a Retail greater than 5000 but less than 10000. Click on any option in the white box on the left to view additional panes for criteria selections.
Basic ViewSet Panel Tools
The Add New ViewSet panel contains various selection tools that are based on Boolean logic. In the Basic (top) section, there are module specific preset options for the most common types of data queries.
- Checkboxes - can enable on/off and yes/no options
- Match All Not Selected - can quickly expand or restrict selections from list fields where only one selection is possible in data
- Any / All / None - can quickly expand or restrict selections from list fields where multiple selections are possible in data
- Any - will find records matching ANY of the selections
- All - will find only records matching ALL of the selections
- None - will find only records which DO NOT match any of the selections
- Date / Number Range - can define limits for fields that contain numbers or dates
Advanced ViewSet Panel Tools
The Advanced (bottom) section of the Add New ViewSet panel contains granular options for concatenating additional fields from the module. Field-specific operators and lists allow users to get in touch with the data through direct queries.
- Add - create a new row at the bottom of the list
- Remove - delete the row at the bottom of the list
- Match - define the overall scope of the criteria rows in the query with the following options:
- Any - records match any rows
- All - records match all rows
- Not Any - records do not match any rows
- Custom - allow the user to set the query structure
Configure the query options for each row from left to right, like reading a book. Set the target field in the first column, and then specific parameter in the second. The third and fourth column entries will contain the criteria. The final column at the right contains the operator (And, Or, Not) that controls the interaction between rows.
Generate the View Set
Once all criteria is selected in the New View Set Pane select the OK button on bottom right.
On the left of the screen the View Sets sidebar will appear. If there are any other saved View Sets they will appear in the View Sets sidebar and the last entry in the list will be the New View (the view just created). If this is a View Set users will use over and over, the View Set may be saved. If the View Set is not saved, it will delete upon closing the program.
- Select Cancel to close the View Set New View Pane.
- Select Clear to clear all the criteria selected on the View Set (and start over).
- Select Save As to modify the View Set with a new name.
- Select OK to generate the New View Set.
To Save a View Set
Utilize the Set Tools Menu, select the down arrow next to Sets on the Action Bar and select Save New View Set.
Enter the View Set Name and select the Save button.
The new View Set name will then appear in the list. Note: the user can click the 'X' on the View Set sidebar to close the pane when done.
Note the other options on the Set Tools Menu:
- Edit View Set - Highlight any saved View Set and select this option to open up the New View Set Pane to modify the criteria.
- Rename View Set - Highlight any saved View Set and select this option to Rename any View Set in the list.
- Delete View Set - Highlight any saved View Set and select this option to Delete it from the list.
Generate a Saved View Set
Easiest way to access the saved view sets is from the Main Menu Tool Bar, select a module and scroll down to Saved View Sets.
The View Sets side bar will appear and select any of the saved View Sets in the list.