Archibus Smart Client
Customizing Grid Views: Overview
Using the Smart Client, you can customizing existing grid views and create new grid views that can include standard and child (drill-down) tables.
Customizing views: The Smart Client provides a variety of features to customize grid views. You can set filters so that the grid shows only the records you want to work with. You can define simple or complex filters, using the Filter Editor, Filter Row, or the Filter Icon menu options. You can sort views by one or more column headers, and select the fields shown in the view.
Creating new views: You can create ad hoc customized views, or you can add customized views to your Favorites list by using the Save command.
Use the links in the following table to learn more about customizing and creating new grid views.
| Skill | Description | Learn More |
|---|---|---|
| Filtering Views | Use a Filter row to filter by any value defined for any field shown in the view. For example, set a filter to show only rooms for a specific building and floor. | Searching for Records Using the Filter Row |
|
Use the Filter icon options in the field title row to select restriction options for that field. For example, select to show only records that have no value entered for a field. Or, restrict the view to show only records having a specific value by selecting from a list of all values for a field in the current view. |
Restricting Views Using the Filter Icon Options | |
|
Use the Filter Editor to create complex filters that can filter by multiple fields, and can include multiple conditions combined using a variety of operators. For example, create a filter that shows leases for suites whose area is within a certain range in either of two buildings. Using the Filter Editor you select from menus, or click an icon to build the filter expression. |
Creating Complex Filters | |
| Show only records having a specific value entered for a field that you select in the grid. | Filtering by Records Having a Selected Value | |
| Restrict the current grid view to display records for the active drawing currently displayed in the Archibus Smart Client Extension for AutoCAD (Filter / to Drawing command) | Filter to Drawing | |
| Highlight asset symbols in drawings after selecting their records in an Archibus Smart Client grid view. (Filter / in Drawing command). | Filter in Drawing | |
| Using the Filter / Clear command to clear view restrictions (permanent restrictions contained in the view file)and filter restrictions that you set at runtime using the Filter commands. | Clearing View and Filter Restrictions | |
| Customizing the fields included in a view | Use the View / Fields command to show / hide, or reposition the fields shown in a view by clicking and dragging the fields in a list. | Selecting the Fields to Display |
| Sorting data by column header | Sort the data displayed by one or two columns. | |
| Reordering and Hiding Columns | Click and drag to hide or reposition columns. | Hide or Reposition Columns |
| Refreshing the display of data | Run the Refresh command to requery the database. For example, run the refresh command if you want to ensure that reports reflect the most recent changes made by other users on the network. | Refreshing the Display of Data |
| Showing one record at a time | You may want to show one record at a time. | Viewing or Editing One Record at a Time |
| Creating New Views |
Select any table in the database and set the fields to display and sort order. . This is handy for reviewing the data in a table or the schema underlying the table. If needed, after selecting the tables, you can further customize the view, for example, by filtering the data or selecting the fields to be shown. |
Access Any Database Table by Creating a New View |
| Create complex views that include calculations and charts. | Creating Complex (View Analysis views) | |
| Saving Customized Views | Save customized views to your Favorites list. If you have loaded the view from the Navigator and you are the Business Process Owner, you can choose to replace the original view with your customized view. | Saving Views |