Create a Page View
Instructions to add a page view to your MinistryPlatform instance, including page view fields you'll encounter and what they mean.
Create a page view to search, sort, and select a specific collection of records on a page.
- In the navigation menu, click .
- Click New View.
- Complete the fields. For guidance on completing the fields for a specific type of page view, see View Examples.
- Click Save.
You can now use the new view you created on the page you specified.
Note: When you make a selection in your custom view, it may not be formatted like your view. It's saved with the column order of the All Records view for that page. If you need your selection to stay in a certain format, you can export it to Excel as the current view.
Page View Fields
You'll see these fields on Page View records.
- View Title
- The title of the view. This displays in the page view drop-down list.
- Page
- The page this view is associated with. This is the page you will find the view on.
- Description
- An optional description that helps users understand the purpose of the view.
- Field List
- The list of fields. Leave this blank to use the defaults for the page.
- View Clause
- The SQL filter for the view. This is the WHERE clause without the "WHERE" keyword.Tip: Does your criteria specify a record name that has a single quotation mark in it, like a group named Terrific 2's? Include a second single quotation mark in your SQL! For example,
Group_ID_Table.[Group_Name] = 'Terrific 2''s'(using two single quotation marks, not a double quotation mark). - Order By
- The SQL sort order. This is the ORDER BY clause without the "ORDER BY" keywords. The most efficient way to use this field is to use the field aliases used by your fields. The sort is the last thing applied by the database engine, after all calculations have been made so a comma delimited list of field aliases will sort the results efficiently. To sort reverse-alphabetical or high-to-low, use the DESC keyword after the field alias or name.
- User
- If you list a specific user, this is a personal view that is only available to that user.
- User Group
- If you select a user group, this is a shared view that is available to all members of the user group.
Reuse Page Fields
If there is an existing view on the same page that contains some or all the fields you want in your view, you can use the field list already started.
- You must have access to the view, either because it is a system view or because you are part of a user group that has access to it.
- Find the page with the view you'd like to copy.
- Open the views/Advanced Search Tool.
- Select the view you want to copy from the view drop-down list.
Personal views are marked with a star. When you select the personal view, it opens in edit mode. You can edit, delete, or copy it.