Adding a nested view to a scroll view

A nested view is a view within a view. The primary view provides you with the "top layer" of data for a record. A nested view then takes that record and provides more detail. By default, only data for the primary view is shown, but you can expand each line of data for a record to see the information retrieved for the nested view. In this sample, the order count for each carrier was added as a nested view.

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In Microsoft SQL Server Management Studio

  1. Connect to the database.

  2. Create the query for the view.

    Notes:

    1. The nested view must contain the primary key of the primary view table.

    2. The primary key of the nested view cannot be aliased. For example, use SELECT car_id, not SELECT car_id as 'Carrier ID'.

      On the Board Definition window of the primary view, click Primary Keys. A window opens to display the key column names.

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      This sample joins the carrier (primary) table with the orderheader (nested) table to display the order count for each carrier.

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  3. Allow others to use the view.

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The view is not yet nested. However, it is now available in the application and can be nested to any view that uses the same primary key.

In TMW Operations

If TMW Operations was opened before you created the new SQL view, you must close and reopen TMW Operations to see the new view in the Create/Edit Board Definitions window.

  1. Select File > Board Setup.

  2. From the Board Type drop-down list, select the type of view for which you created the new SQL view.

  3. From the user groups grid, select All Users.

  4. Create a new view.

    1. Click New.

    2. The Board Definition window opens.

    3. Select the SQL View Name.

    4. Enter a Description for the view.

    5. When finished, save the changes.

      1. On the Create/Edit Board Definitions window, click OK.

      2. On the Board Definition window, click OK.

      3. On the Board Setup window, click Save.

  5. Add the nested view you just created in SQL.

    1. On the Board Setup window, select the primary view you just created.

    2. Click Edit.

    3. Click Change View.
      The Create/Edit Board Definitions window opens.

    4. Click Change Nested View.

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      The Nested View field becomes editable, and the button label changes.

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    5. Select the SQL view to nest.

    6. Click Commit Nested View.

    7. When finished, save the changes.

      1. On the Create/Edit Board Definitions window, click OK.

      2. On the Board Definition window, click OK.

      3. On the Board Setup window, click Save, and then OK.

The board is automatically assigned to all users. If you want, restrict access to the view.