Organize tab on the Summary View form
Optional. Complete this tab to define the contents of the title area. Complete a Caption for each row in which the Enable? box is selected.
| Field | Description |
| "Customize View" button | Select to cause the Customize View button to appear in the title area. This permits report users to make a personal copy of the summary view rule.
Enter a
Caption
to appear as button text. The default is
This capability is not available when the
Activity Name
identified on the
Content
tab is not
If your application is to support users in multiple locales, choose a noun or noun phrase for the caption of 64 characters or less and select the
Localize?
check box on the
HTML
tab. When practical, choose a caption already included in a language pack, to simplify localization. Click the
Open
icon
|
| "Customize Criteria" link |
Select to cause the
Customize Summary Criteria
link to appear in the title area. This permits report users to make a personal copy of the summary view rule, altering the criteria.
Enter a
Caption
to appear as button text. The default text is
|
| "Export to Excel" button |
Select to cause the
Export to Excel
button to appear in the title area. This allows users to export the report contents to Microsoft Excel.
Enter a
Caption
to appear as button text. The default text is
|
| "Export to PDF" button |
Select to cause an
Export to PDF
link to appear in the title area. When clicked, the report output is converted to a Portable Document Format file and downloaded to the user workstation.
This conversion uses the Public API method getPDFUtils().generatePDF(byte[] htmlStream). |
| "Add to Favorites" Button |
Select to cause the
Add to Favorites
button to appear in the title area. This allows users to add a shortcut to this report.
Enter a
Caption
to appear as button text. The default text is
|
| "Open" button |
Select to allow users to open this summary view rule, allowing them to update it (unless it is locked) or to save a copy for personalization.
Enter a
Caption
to appear as button text. The default text is
|
| "New" button on Drill Down display |
Select to include a
New
button in the title area after drill down. This allows users of the report to add a new instance of the class supporting the drill-down report.
Select only for data classes that do not affect the integrity of your application.
Enter a
Caption
to appear as button text. The default text is
|
| Data Transform name for new window |
Optional. Specify the name of a data transform to be applied when users click the
New
button. The data transform must have the same
Applies To
class as this summary view rule. If this field is blank, the system uses the data transform named
pyDefault
in the summary view rule's
Applies To
class.
|
to review or create the field value rule supporting localization. The pencil icon appears only after you select the
Localize?
check box on the
HTML
tab. See
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