SoftExpert Form views
Prerequisites
- Access to the View > Dataset (FO003) menu.
- Access to the View > Form (FO002) menu.
- Access to the View > Record by form (FO004) menu.
- Access to the View > Record by table (FO013) menu.
- Access to the View > Revision (FO021) menu.
- Access to the View > Table (FO001) menu.
- Access to the View > To-do tasks (FO019) menu.
Introduction
In order to make it easier to control records and check saved information, view menus are available.
See the views provided by SoftExpert Form:
Dataset view
Provides a detailed view of the datasets created in the system.
1. Access the View > Dataset (FO003) menu.
2. Use the Search filters to find the desired dataset and click on the Search button.
3. Select the dataset from the list of records and click on the 
button to access its data screen, or use the 
button to simulate the values of its parameters.
Form view
Provides a detailed view of the forms created in the system.
1. Access the View > Form (FO002) menu.
2. Use the Search filters to find the desired form and click on the Search button.
3. Click on the arrow next to the button and choose whether to view the form, its data, or the table.
Record-by-form view
Provides a detailed view of the form records created by form in the system.
1. Access the View > Record by form (FO004) menu.
2. In the Search filters panel, click on the Select form field.
3. Select the desired form and click on the Apply button.
4. Use the toolbar buttons:
|
Click on this button to view the data of the form selected on the list of records. |
 |
Click on this button to view the form selected on the list of records. |
 |
Click on this button to perform an OLAP analysis of the result from the view. |
Record-by-table view
Provides a detailed view of the form records created by table in the system.
1. Access the View > Record by table (FO013) menu.
2. In the Search filters panel, click on the Select table field.
3. Select the desired form and click on the Apply button.
4. Use the toolbar buttons:
|
Click on this button to view the data of the form selected on the list of records. |
|
Click on this button to view the form selected on the list of records. |
|
Click on this button to perform an OLAP analysis of the result from the view. |
Revision view
Allows for tracking the revisions of a form, regardless of its status.
1. Access the View > Revision (FO021) menu.
2. Use the Search filters to find the desired revision and click on the Search button.
3. Click on the arrow next to the button and choose whether to view the data screen of the selected form or its revision data.
Table view
Provides a detailed view of the tables created in the system.
1. Access the View > Table (FO001) menu.
2. Use the Search filters to find the desired form and click on the Search button.
3. Click on the button to view the data of the table selected on the list of records.
Task view
Allows for tracking the pending records of any SoftExpert Form user. For example, this view allows leaders to check if their subordinates are executing their tasks on time.
1. Access the View > To-do tasks (FO019) menu.
2. In the Search filters panel, click on the Select task type button.
3. On the screen that will open, fill in the fields with the information of the task type you wish to view.
4. Then, click on SEARCH. The Tasks section will display the task types according to the previously selected filters.
6. Keep the desired task types checked and click on the Apply button.
7. At this point, the selected types will be displayed in the Search filters panel.
8. Thus, simply click on the desired task type in order to see all the to-do tasks of that type.
To understand the task types available in SoftExpert Form, access the SoftExpert Form tasks article.
Learn more about how view screens work by clicking here.
Learn more about the full-text search and how to save searches by clicking here.
Conclusion
The views are a practical way of accessing system records, facilitating the management of information.