Maintaining an Agency View

The Agency View Summary contains settings that determine the layout and design of an agency view. These include larger controls, such as a details area, list, accordion list, or collapsible section, that can be used to contain fields and other user interface elements.

To access the summary, click the Agency Views link in the System Administration component, locate the agency view you want, and then select Open from the Actions menu on the view row.

The upper portion of the component lists general information about the agency view. An agency view cannot be modified after it has been used to enter data into the system. You can view or change information in these fields:

Name

The value entered in the Entity field indicates the entity from which users will be able to access the agency view when it is rendered. For example, if 'Contract' is entered in the Entity field, users will be able to access the agency view from the Contract Administration Summary. You can select from the following system entities: Contract, DSR Material SMFMI, DWR Acceptance Record, DWR Item Posting, Test, Mix Design, and Mix Design Component.

Any calculations entered in the On Create field must be entered using IronPython functions and syntax. For a list of supported functions, see Supported Utility Functions in Python Code Fields. For information about using the code editor text box, see Using the Code Editor Text Box.

To add a remark, first select the type of remark from the Type field, then enter explanatory text in the Remarks text box. To delete a newly added remark, click the Delete button to the right of the remark. You can delete a saved remark by clicking the Mark for Deletion button. You can undo the mark for deletion by clicking the Undo button.

To create a new agency view, Add New from the Actions menu on the component header. The system takes you to the Add Agency View component. See Adding an Agency View for more information.

To view or change associations between the agency view and individual records, select Agency View Associations from the Actions menu on the component header. The system takes you to a different component depending on the type of entity associated with the agency view. See one of the following, as appropriate:

Using the Code Editor Text Box

Code Editor text boxes are available on components where you customize system metadata. Clicking the magnifying glass button on the right side of the text box opens a secondary window that displays XML or IronPython code in numbered rows. This window provides basic code editing features, such as syntax color coding and indentation, in-line error and warning syntax validations, and the ability to expand and collapse elements.

While this window is open, pressing the tab key advances the cursor only within the text window; it will not advance the cursor to other areas of the page. Also, using your browser's search function (CTRL+F) will only search text that is currently visible on the component. To search the entire contents of the text window, click anywhere inside the window and press CTRL+F. A search field for use only in searching the contents of the window appears in the upper right corner of the window.

Adding Controls to an Agency View

The Controls section in the lower portion of the component lists rows for user interface controls that will be displayed on the agency view. You can find a control by entering criteria in the Quick Find search box or by clicking Show first 10. The system displays rows that match your criteria.

Each row includes an Actions button and values in these fields:

Note: Except for Collapsible controls, each agency view control must have an Agency Entity ID or an Entity ID, but not both. To ensure that agency view data exports correctly, Collapsible controls must not have an Agency Entity ID or an Entity ID.

Click in a field and add, change, or delete information as needed.

To add a new control to this agency view, click the New button. The system adds a blank row at the bottom of the list. To save the new control, you must enter a value in all fields marked with a red asterisk.

To delete a control from this agency view, select Delete from the Actions menu on the control row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Click the Save button when you are finished making changes. The system displays a message to confirm that your changes were saved in the database.

To view or change information about a control, select Open from the Actions menu on the control row. The system takes you to the summary component for the control. For more information, see one of the following, as appropriate:

To see a preview of how an agency view will be displayed in the software, select Preview Agency View from the Actions menu on the component header. See Previewing an Agency View for more information.