Like what you see? Have a play with our trial version.

Error rendering macro 'rw-search'

null

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

In this section, we look at how to create a view which requires authorizationauthorisation to be published; we will use the view folder/same sub-folder we enabled the view approval setting for , for this process <link a word from this line to previous section/pg>.

 

Note
Note:

These steps are normally performed by a user who is a view creator (what exactly do we call it in yellowfin?). It is assumed that this user does not have the

authorization

authorisation to grant approval for the views.

 

  1. Click on the create

/plus
  1. icon Image Added

    Info
Note:
  1. Depending on the layout chosen by your administrator, you might be missing this icon. Instead, click on the Create button located at the top-left of your screen

<<confirm if this is true>>
  1. Then select View
  2. Select a data source from the new popup window
  3. In the second step, select your preferred view type (in our example, we will choose the most-used type, 'multiple tables'). Click here for more information on all these types and how to continue with each. Then based on the above selection, fill the rest of the type related fields
  4. Click on the Edit View button (Note: Based on our multiple tables selection, this is the button in this popup window)
  5. Once you get to the View Builder page, start adding tables to your view and creating relationships between them. (Click here to learn more about creating views through this builder <<link to prev. confluence page.>>)
                 
        1. Drag two or more tables to the canvas
        2. Click on the edit table properties/settings icon of a table and select columns to include from the database table
        3. Repeat the above step for the second table
        4. Click on the join table/relationship icon on a table to make the joining popup window appear
        5. Create a joining rule by selecting a column from one of the tables, then
      choosing
        1. choose an operator for this rule and finally
      selecting
        1. select a column from the other table; then click on Add
        2. You can create more rules this way; Once done, click on the Save & Close button
      1. Once you are done adding tables and joining them, click on the Prepare button to view the data that will be included in your view
      2. After creating the models and preparing the data, click on the Publish button
      3. Add details of this new view in the Save View popup window
                     
            1. Give your view a name and add a description of it
            2. Select the folder for your view
            3. If the folder you have selected, requires approval, a new Approval Required field will appear
            4. In this textbox, you must add a message regarding the view that will be sent to the approver
            5. You can click on the Add tags link to connect tags to your view
          1. Finally, click on the Request Approval button
           
          1. Your view has been created and sent for approval.
          Any content you create related to this view
          1. It will only be published if it gets approved by the selected approver

           

      Column
      width20
      Panel
      borderColorgrey
      bgColorwhite
      borderStylesolid
      Related links: