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  1. Application Configuration
  2. References, Views, Results, Lookups
  3. Customizing views
  4. Process to configure views

Process to configure views

Define the query in the Query form.

See Configuring queries in the Query form.

queryexforconfigureviews

Configure the tabs in the Lookup Set form. Columns that are not shown use the default values.

  • See Configuring the Lookup tab.
  • See Configuring the Lookup Language tab.
  • See Configuring the Lookup Set tab.
  • Application Configuration
    • About This Guide
    • Overview
    • Configuration files
    • Log files
    • File attachments
    • Integrating Infor Document Management with Optiva
    • Embedded images
    • External email notification
    • Labs
    • Security for users, codes, locked objects
    • Items in formulas
    • Default records
    • Rules for creating objects
    • Symbols to extend objects
    • Change History
    • References, Views, Results, Lookups
      • Customizing references
      • Customizing views
        • Process to configure views
        • Process to configure pending task views
      • Customizing the search results
      • Conditional formatting for Optiva View grids
      • Customizing lookups
      • Deleting lookup sets
      • Configuring the Lookup tab
      • Configuring the Lookup Language tab
      • Configuring the Lookup Set tab
      • Configuring the Lookup Set Filter tab for set codes
      • Secure lookups
      • Aliasing columns using an Oracle function
    • Queries and tokens
    • Quick Search
    • Search <Object> pages in the web client
    • Parameters
    • Global Calculation
    • Localization
    • Equations and calculations
    • Units of measure
    • Context information
    • Enumerated lists
    • Advanced security options
    • Sets
    • Classifying objects into groups
    • Profiles
    • Data filters
    • Set templates
    • Role-based templates for the web client
    • Infor Ming.le
    • Extension tables
    • Company data
    • Layouts for grids and tables
    • Menus and labels
    • Custom buttons
    • Reports
    • XML Import of data to Optiva
    • XML Export of Optiva data
    • Using the Configuration Transporter
    • Extending and altering objects
    • Phrases
    • Message codes
    • Shop calendars
    • European General Data Protection Regulation (GDPR)
    • Optiva codes
    • Special characters
    • Standardization between sites
    • Profile attributes
    • Date formats
    • Obtaining the IDM ION API user credentials for Optiva
    • Configuring the Authorization Server for IDM Authentication
    • Glossary