Basic steps for setting up custom views

1

Add a custom view

You can create a custom view that provides a view across different modules and OLE-DB data.

• Add and configure a custom view

2

Configure the primary table

Each custom view that you add contains a primary table to configure.

• Configure the Primary table

3

Add secondary tables

Adding secondary tables is optional.

• Add and configure a Secondary table

4

Create join fields

If you add a secondary table, specify the field that joins the secondary table to the primary table.

• Create a join field

5

Define fields to appear in view

Define the fields to appear in the custom view.

• Select fields to include in custom views