Action View Template Fields

The Columns tab is where you build up the list of columns that will be used to present action view results. An action view template must have at least one column otherwise an error message will be displayed when you attempt to run the action view.

Each row in the grid represents a column that will be displayed when presenting action view results. As you add and adjust columns, the Preview panel refreshes to reflect your latest changes.

You can change the order of columns by dragging individual rows up or down the list but you must click somewhere within the grid first otherwise drag actions will not be allowed during the current session; you will need to close and reopen the action view template then try again.

Key:R – Read-only; * – Mandatory field

Fields

Field		Description
Checkbox		Selects the current row.
Type		Indicates whether the column contains a field, a formula, or simply counts the records for a field.
Field		When Type=Field, choose the field to be displayed in this column. When Type=Count, choose the field whose records will be counted. Only fields that have the Presentable checkbox enabled on the dataview are available. When Type=Formula, this is blank and cannot be edited.
Title	*	The title for this column. This defaults to the field name as specified on the dataview. Column titles must be unique.
Hidden		Select to use the data from this field but hide the field from your action view. See Hiding Action View Template Fields.
Mode		A function that can be applied to columns containing numeric fields or formulae. When set to SUM, values in this column are summed in subtotal and grand total rows. When set to COUNT, the number of records visible in this column are counted in subtotal and grand total rows. When set to NONE, no special function is applied.
Formula		The icon is available when Type=Formula. Click to create a formula. A green check is displayed when a formula has been applied. Make sure that the title for this column makes the meaning of the calculation clear to other users.
Formatting		Click to change formatting options including the way numbers are displayed, the number of decimal places shown, and the color of particular values. A green check is displayed when formatting has been applied.
Filter		Click to apply a column filter. Filters cannot be applied on formulae. See About Column Filters for examples of how you might want to use column filters. A green check is displayed when a filter has been applied.
Common Name	R	The common name (if any) assigned to this field in the underlying dataview. Common names provide context when drilling. See About Common Names and Drilling for more information.
Drill Action View Template		The action view template used to drill into values displayed in this column. You cannot assign a drill action view template on a formula field. If the column contains a transposed value, click on and specify the template to be used for each type of value. Choose a template that is based on a dataview that contains the transposed value.

The Row Selection tab is where you build up the selection rule that action views will use when selecting data. The selection rule is displayed graphically as an expression and always starts with an AND container. Drag the Field icon and drop it within the AND container (inside the area marked as the drop zone), then click the pencil icon to display the Selection Criteria popup where you define the details to use.

Field Criteria

Field	Description
Field	The field that you want to use. Only fields that have the Selectable checkbox enabled on the dataview are available. Fields from relationship joins cannot be used in selection criteria.
Operator	The operator that you want to use. For example, with numeric fields you might want to use "=" or "In Range", whereas with text fields you might want to use "Starts With" or "Contains". If the field is a Salesforce Record ID the operator can only be "=" or "<>".
Value	The value that you want to use. If the operator is "In Range" or "Not in Range", you need to enter From and To values. If the value is a date, you can enter either an explicit date (hard date) or an offset of the current date (soft date Salesforce refers to soft dates as "relative date values". Accounting supports the following relative date values: Today, Tomorrow, Yesterday, Last "n" Days, Next "n" Days, This Week, Last Week, Next Week, This Year, Last Year, Next Year. See the Salesforce Help for details of how these relative date values are resolved. Note that Last "n" Days and Next "n" Days are ranges. For example if today is May 25 then Last 3 Days is from May 23 to May 25. A filter on transaction date of "< Last 3 days" would retrieve transactions dated prior to May 23., which becomes a hard date at runtime). The value can be left blank when the operator is "=" or "<>". Values for other operators can only be left blank if the criterion is set to prompt.
Prompt	When enabled, the user will be prompted to supply the value at run-time. Criteria that are set to prompt are displayed in a different color.

You can add multiple AND and OR containers to build more complex selection rules.

You can remove criteria and containers from the selection rule by clicking their symbol. You can also rearrange containers and criteria by dragging and dropping them within the selection rule.

Common Names for Drill

For each field used in the selection rule, this panel displays the common name associated with the field in the underlying dataview. If a field does not have a common name, it is shown with a horizontal line through the middle of its name, for example FIELDNAME. Common names provide context when drilling. See About Common Names and Drilling for more information.

You can expand and collapse this panel by clicking the up/down symbol at the right-hand edge of its title bar. The information displayed in this panel is read-only.

The Reverse Sign tab is where you can define a rule for when values should be displayed with the reverse sign. For example, you might want to define a rule that means when GLA=Sales OR when GLA=Costs then signage should be reversed. A value will only be shown with reverse sign if the Reversible checkbox is enabled for its field on the underlying dataview.

The rule always starts with an AND container. Drag the Field icon and drop it within the AND container (inside the area marked as the drop zone), then click the pencil icon to display the Reverse Sign Criteria popup where you define the details to use.

Field Criteria

Field	Description
Field	The field that you want to use. Only fields that have the Presentable checkbox enabled on the underlying dataview can be used in the rule.
Operator	The operator that you want to use. For example, with numeric fields you might want to use "=" or "In Range", whereas with text fields you might want to use "Starts With" or "Contains". If the field is a Salesforce Record ID the operator can only be "=" or "<>".
Value	The value that you want to use. If the operator is "In Range" or "Not in Range", you need to enter From and To values. If the value is a date, you can enter either an explicit date (hard date) or an offset of the current date (soft date Salesforce refers to soft dates as "relative date values". Accounting supports the following relative date values: Today, Tomorrow, Yesterday, Last "n" Days, Next "n" Days, This Week, Last Week, Next Week, This Year, Last Year, Next Year. See the Salesforce Help for details of how these relative date values are resolved. Note that Last "n" Days and Next "n" Days are ranges. For example if today is May 25 then Last 3 Days is from May 23 to May 25. A filter on transaction date of "< Last 3 days" would retrieve transactions dated prior to May 23., which becomes a hard date at runtime). The value can only be left blank when the operator is "=" or "<>".
Ignore reverse signage on subtotal	Select this to suppress reverse signage on subtotal rows of your display.

You can add multiple AND and OR containers to build more complex rules.

You can remove criteria and containers from the rule by clicking their symbol. You can also rearrange containers and criteria by dragging and dropping them within the rule.

The Sort and Group tab is where you can set the default sort order and grouping options.

Sort and Group Fields

Field	Description
	Use these arrows to rearrange the order in which sorting is applied. If you have multiple levels of grouping, changing the sort order will affect how the results are grouped.
Column	The field you want to sort or group by.
Order	Sort in Ascending or Descending order.
Group By	When selected, the results are grouped by this field. A title for the group is automatically applied, using the name of the field you have selected.
Hide Details	When Group By is selected, you can choose whether to show or hide the detail for that group. When the Hide Detail checkbox is selected, only the subtotal row for each group will be shown.
	Add a further level to sorting and grouping. You can also add a column to the list by dragging it up from the preview panel.
	Remove this level of sorting and grouping.

The Common Name Override tab allows you to change the common name used for field at run-time. This overrides the default common name assigned on the dataview. If you change the common name here it does not affect the common name held on the dataview. The following buttons are available:

The following fields are available:

Use the options on this tab to assign related content panes to an action view template.

Fields

Field	Description
Available Panes	The list of all related content panes that have a driving object which is included within the underlying dataview. A pane may provide several possible contexts, which will be shown grouped in a folder.
Selected Panes	The panes in this list will be available from the action view results.
Default	A radio button to set a default pane and context for this action view template.
and	Use these arrows to add or remove panes from the list of selected panes.
and	Use these arrows to add or remove all the panes from the list.

Use the settings on this tab to select to show a chart by default, not a grid, and to specify chart settings.

The General tab is where you can choose whether you want duplicate rows to be summarized (aggregated) in the action view results, and whether you want to restrict the actions that are available for users to perform at runtime.

The following fields are available:

You can aggregate the results as follows:

Available Actions

Any actions configured on the underlying dataview are available by default. Deselect an action's checkbox to exclude it from the list of actions that are available to be performed at runtime.