Setting Up Action Views

To run an action view, you need the following configuration:

• A dataview Defines the object data that Action Views can interrogate. This can be one or more objects. must be set up for the object, or objects, of interest. Some standard dataviews are supplied with FinancialForce Reporting for inquiring on custom objects.
• An action view template Specifies the dataview that you are inquiring on. must be set up to define what data is retrieved using the dataview, and how it is presented.
• [Optional] A related content pane Shows various types of information in the action view results, for example address and contact information, tasks and chatter posts associated with the account. Some information is editable. if you want to see associated information.
• [Optional] A summarization template if you are using FinancialForce Reporting with FinancialForce Accounting and want to summarize high volumes of data.

For more information see What is a Dataview?, What is an Action View Template?, and What is Summarization?.

Note:

You can save time when setting up action views by copying dataviews, action view templates, and summarization templates between orgs. For details see Exporting and Importing Action Views. You can also download sample action view templates from the Accounting group in the FinancialForce Customer Community, then import them into your organization.

When the setup is complete, you can run an action view to inquire on document and balance details. The results display either in a chart or in a grid where you can:

• Drill on values to display further analysis
• Flag rows for attention
• Filter the data
• Adjust how the data is sorted and grouped
• Invoke custom actions
• Open a related content pane to view and, in some cases, edit further information
• Re-run the action view (or run a different action view) to retrieve fresh data
• Export the results to a spreadsheet
• Personalize the display, for example, hide columns, reorder columns, change tab names, and turn grand totals on or off

For information about how to run action views and how to work with the results, see Running Action Views and the related topics.