Best Practices for Views
Helpful tips to manage your views in MinistryPlatform.
Build Views for Longevity
As you build views, especially views on main pages that all of your users can see and use, keep in mind the following:
- Your church terminology and staff will eventually change. It's helpful to use specific values in your views instead of text. For example, use the ministry ID instead of the ministry name.
- Ensure you provide a good description of what the view does. This helps others understand who might use it and why. If applicable, include the name of a procedure that gives more information.
- Create a procedure that includes the following:
- Who uses the view.
- Why they use the view.
- Other steps that need to happen as a result of what is in the view.
- A direct link to the view.
Be Aware of Security around Queries
MinistryPlatform locks down certain commands to avoid potentially malicious intent in Advanced Search. This may affect where you can build your view. If you want to query the Audit Log or other dp tables, you must build your view under instead of Advanced Search. This ensures the appropriate users have access to build advanced views.