Options folder - Personalize View

The Options folder includes the following elements:

• Number of Rows per Page - you can define the number of rows per page that display when a search is performed. This option only effects the search results section of the view. Using the drop arrow, you can set this value to one of the following: User Default, 10, 20, 30, 50, 100, 1000, or 10000.
  • The user default set in the Users view (md_user) for the user currently logged into PointForce iTopia.

• Maximum Number of Records to Retrieve - you can define the number of entries to retrieve for the view. By default, every view returns a maximum of 400 records from the database.
  • This default can be changed system-wide for the current user via the Maximum Search Result Rows to Display field in the Users resource (md_user).

• Related Resource Group - allows you to assign a predefined resource or resource group to the current view that displays on the Details page as a related link. Caution: This is an advanced feature offered through the Personalization section of PointForce iTopia that requires an advanced level of knowledge of the iTopia database. If you wish to use this feature, you will require additional training. Please contact your Tecsys SMB Business Consultant for more information.

• In the Behavior section:
  • Automatically Perform a Search When the Number of Records is Less Than - allows you to set the minimum number of records required for the system to automatically perform a search. The default is 10. Set this value to zero to automatically perform a search when launching a view, regardless of the number of records in the database.

  • Automatically Perform a Search When You Enter Criteria – the default value is No. When this option is selected, it is at the user's discretion when to perform the search. Set this value to Yes to trigger the search immediately as soon as the user tabs out from the edited criteria field.

  • When a Search Finds a Single Row – determines how the system behaves when the search finds a single record. There are two options available from the drop list:
    • Display Row in Search Results – (default) displays the record in the search results grid.
    • Display Row Details - displays the record's details instead of the search results grid, when a search produces only one record.

  • Record Creation - provides the ability to render a view in such a way that adding a record can be done in a single step, rather than two.
    • If the view in question is a transactional child view, Record Creation is always set to Enter Key and Save. This setting has the following options:
      • Enter Key and Go to Main Details, where the record is created in two steps;
      • Enter Key and Save, where the record is created in a single step; and,
      • Enter Key, Save and Go to Main Details, where the record is created in a single step and remains in modify mode.

For information on the functionality of each button on the Options folder in the Personalization section, click here.