Views Administration

Views are used to group similar applicants and applications for end users to view and work. They can serve as ad-hoc queues, and supply users with another route to get to the desired information.

Clicking in the Ribbon bar opens the Views page. From this page, administrators are able to create, copy, edit, and delete views.

View Attributes

All views share common attributes that are defined while creating, copying, and editing a view.

General

General attributes are located on the General tab:

Attribute

Description

Name

Enter a name for the new view in the name field. This is a required field.

Description

If necessary, enter a description for the new view.

View Type

Select a View Type from the drop down. The type selected determines what fields are displayed within the Choose Fields tab and Determine Criteria tabs. The following view types are available for selection:

View Type

Description

Application

This view type includes fields specific to an application.

User

This view type includes fields that relate to user activity.

If desired, system administrators can use this view type to create a view of active users at the institution, which can then be exported to Excel, and used to automatically populate connector credentials for each user in Temenos Infinity. For more information on this functionality, please see the Credentials section of the Users topic in this guide.

Advanced View

Select the Advanced View check box to build an advanced view. Advanced views allow for 2 or more view types to be displayed within a view. Selecting this option disables the Determine Criteria tab.

Advanced Views require a custom procedure to be built and added to the Temenos database. If interested in utilizing this functionality, contact a Temenos Customer Care Representative.

Fields

Field attributes enable administrators to select the fields that display in the view.

The following Field attributes are located in the Choose Fields tab:

Field Attribute	Description
Field Name	Displays the Field Names included in the view.
Location	Displays the location of the Field within the Field List.
Sort	Allows administrators to sort the Field data in ascending or descending order.
Decimal Places	Allows administrators to set the length of decimal places a field displays. This is only available for fields with numerical data.

System administrators can use the and buttons to determine which fields appear in the view.

After fields have been added to the view, the order can be rearranged by clicking and dragging fields to their desired position.

The order that the fields display in this tab (top to bottom) is the order that they appear from left to right within the view.

Users can also change the display of any field by clicking in the Field Name column, or setup default sorting by selecting the field in the Sort column.

Field Tips

Prior to adding fields to a view, it is recommended to review the following to ensure the expected data populates in the view:

Adding fields from any of the "All" folders in the Field List, such as All Applicants for an Application type report, could produce multiple records for an application when a view is generated. For example, if fields from the Application > All Applicants > Addresses > folder are included in the view, and the primary applicant has three addresses, three separate records populate in the view; one for each address. If there is a joint on the application, separate records also populate in the view for each address listed for the joint.
If it is desired to produce one line of data for each application in the view, use the view Criteria to filter data for a specific address type, or applicant type, or use fields from specific folders in the Field List in place of the "All" fields. For example, use fields from the Primary or Joint folders, rather than All Applicants.

If desired, the Application > Comment > Formatted Comment field, and/or Application > Counteroffer > Counteroffer Comment > Formatted Comment field, can be added to a view to populate the formatted text for each comment. Within these fields, the comment text reflects the formatting applied to the comment in the Post Comment or Edit Comment window, such as bold, color, italics, or underline.

Any headings, numbering, and/or indentation applied to the comment text does display for the Formatted Comment fields in the view.

Reference the following section for an overview of the Field List:

Show Field List

The field list is a feature used throughout Temenos Infinity to define the fields to display on reports, views, and exports. It is also used in criteria building for reports, views, exports, and searches.

The field list is a feature used in criteria building for searches.

Each field selector window looks the same regardless of how it is accessed. In the below example, the field selector has been accessed through the Fields tab when creating a new report.

By default, the field selector opens in a tree format with expandable folders and sub-folders.

Field Tree

When using the Field Tree format, click the arrow next to the field name to expand or collapse the list of available fields. Expand each section until the desired field is found, or search for the field by entering text into the search text box, and hitting Enter on the keyboard.

Once the desired field is located, highlight the field, and then double-click the field, or select at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

Search Grid

To change the view of the field selector from a tree to a search grid format, click the View drop-down in the top of the field selector window, and select Search Grid.

Using the Search functionality, locate the desired field by entering text into the text box, and hitting Enter on the keyboard. A list of results displays including the field name and location in Temenos Infinity.

Once the desired field is located, highlight the field, and then double-click the field, or select at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

Criteria

Criteria attributes are located on the Determine Criteria tab.

Use the criteria builder to specify what the system is to display in the view. For more information on the Criteria Builder, see the Criteria Builder help section within the User Guide.

Security

Security attributes provide the ability to assign specific users and/or security groups access to the view.

In addition to being assigned to the view within this tab, the user or security group must also be granted View or Change access to the Origination Workspace permission in order for applications to be opened from the view in the Ribbon Bar. This permission is set under the Application Processing category of the Permissions tab in System Management > Users, or System Management > Groups > Security Groups. For more information, please see the Users or Security Groups topic in this guide.

The following attributes are located on the Security tab:

Attribute	Description
Assign Users	Select users from the Available Users list and move them to Assigned Users to provide users access to the view.
Assign Groups	Select groups from the Available Groups list and move them to Assigned Groups to provide groups access to the view.

Charts

Charts can be built to reflect the data populated in the view.

The chart attributes that are displayed on the Charts tab are defined when a chart is added.

To add a chart, click Add Chart. The Add Chart screen appears.

Chart Attribute	Description
Title	Provide a title for the chart.
Chart Type	Select the type of chart from the drop-down.
Group Field	Select the Group Field. This is how the data is grouped when the chart is displayed
Data Field	Select the Data Field. This is the variable that is measured within the grouping.
Date Part to Group By	If a date field is selected in the Group Field, select how the dates are to be grouped such as Day, Month or Year.
Data Aggregate Type	Select the aggregate type to calculate the data. This is dependent on which Group Field is selected.

When finished, click OK. The chart appears within the Charts tab. To edit information on the chart, click within the columns and make any changes.

Charts built in this tab are available to view as a part of a Dashboard using the Charting Web Part. For more information on how to view this chart, see the Web Parts section within the Dashboard features in the User Guide.

View Actions

Within the Views page, administrators are able to perform the following actions:

Create a View
Copy a View
Edit a View
Delete a View

Creating a View

To create a new view:

Click within the top of the Views page.
The New View screen appears.
Navigate through the tabs, and assign the view attributes.
When finished, click or to save the new view, and return to the Views page.

Copying a View

To copy a view:

Highlight the view to be copied within the grid on the Views page, and click .
The Copy View screen appears.
Navigate through the tabs and make any necessary changes to the view.
When finished, click or to save the new view, and return to the Views page.

Editing a View

To edit a view:

Highlight the view to be edited within the grid on the Views page, and click .
The Edit View screen appears.
Navigate through the tabs and make any necessary changes to the view.
When finished, click or to save the view, and return to the Views page.

Deleting a View

To delete a view:

Highlight the view to be removed, and click .
A confirmation message appears.
Click Yes to delete the view, or click No to return to the Views page without deleting.

For more information about running a view, please see the Views topic in the End User guide.

Attribute	Description
Assign Categories	Select categories from the Available Categories list and move them to Assigned Categories to provide users access to the view.