EasyVista Data Source


Apps - Datasource - EasyVista icon.png  This data source belongs to the Applications category in the data source library. It enables you to define a dynamic data source linked to an Product name - ev itsm.png menu option via a parent query

  • The data extracted can be restricted using a filter and aggregated using a view defined for the menu option.
  • EasyVista data sources have properties that can be passed as a parameter in the URL link of the app via exposed properties, e.g. filter, view or search field.
  • It can also be used for defining a master-detail relationship if you want to link two sets of data.

Notes

  Open url.png See General remarks on data sources.

  • An EasyVista data source is always associated with an EasyVista Service Manager connector.
  • Logged-in users can see:
    • Only the Product name - ev itsm.png menu options authorized by their profile (list of parent queries).
       Open url.png See the default app profiles and domains.
    • Only the filters and views defined for the selected parent query authorized by their profile.

Examples

1. You want to display Product name - ev itsm.png data on the number of equipment in stock by location:

  • Run the parent query associated with the Product name - ev itsm.png Operation > Equipment > Equipment inventory menu option.
  • Apply the Equipment in stock filter.
  • Aggregate data using the Equipment by location view.
             EVApps - datasource EasyVista - Datasource.png


2. Use a Data Viewer widget to display only employees whose first name is Andrew. You can do this using the data source search properties.

  • Run the parent query associated with the Product name - ev itsm.png Operation > Directory > Employees menu option.
  • Search Field: Name
  • Search Value: Andrew
No filter With filter
Apps - datasource EasyVista - Search Value Example - No value.png Apps - datasource EasyVista - Search Value Example - With value.png

List of properties

Content

Alias/Connector: EasyVista Service Manager connector used by the data source.

Query: Parent query linked to a menu option defined in Product name - ev itsm.png, used to load the data source.

Filter: Filter to be applied to the parent query to restrict data from the data source.

View: View to be applied to the parent query to aggregate data from the data source.

Preview

Configure Field Types: Used to display a preview of the structure and data from the data source via a data editor. 

  • The button Apps - datasources Properties - Preview button.png displayed below the property indicates the number of extracted rows (up to a limit of 15) and columns. Click on it to open the editor. Open url.png See the Description.
  • The button will display No data available as long as you have not selected any of the mandatory elements of the data source.
  • In edit mode, only the first 15 data source records are displayed.
  • In execute mode, all of the data source records are displayed.
  • Data in static data sources comes from the last file upload.
  • Data in dynamic data sources is updated when you open the app in edit mode.

Force Search To Get Data: If the data source is used by a Data Viewer widget associated with a Search Filter widget, this allows you to specify if data should be displayed only if the search is successfully run (box is checked) or if all data in the data source should automatically be displayed, without having to run any search (box is not checked).

Box is checked Box is not checked

No search run

Apps - datasource EasyVista - Force Search To Get Data on - No search.png


Search run

Apps - datasource EasyVista - Force Search To Get Data on - With search.png

With or without running a search

Apps - datasource EasyVista - Force Search To Get Data off.png

SelectFirstRowAsCurrentRecord

Select First Row As Current Record: Used to indicate if the first record of the data source, when displayed in widgets, is selected by default (box is checked) or if no record is selected by default (box is not checked). 

NoDataMessage

No Data Message: Message displayed when no data is returned in the data source. Enter the code directly in the field or click Apps - Edit Html icon.png to open the text editor

AutoRefresh

Auto Refresh (Note: Only for dynamic data sources): Used to indicate the automatic refreshment interval for a dynamic data source. The frequency is expressed in hours/minutes. The updating of data is done in execute mode or edit mode, each time the app is run and each time the page is redisplayed.

    Best Practice icon.png

  • Because the updating of data requires additional activity on the EasyVista Service Apps platform, you should define an automatic refreshment interval only if the app is required to constantly display  real-time data for long periods of time on a screen.
             Example documentation icon EN.png  Dashboards
  • You should not define an automatic refreshment interval if the app is only used for displaying a snapshot of data for short periods of time.
             Example documentation icon EN.png  A portal for consulting catalogs

Search

Search Field: List of fields in which the search is run, in order to access the values of certain data source records directly.
         Example documentation icon FR.png  Incident number, name of the Support person

  • The list of search fields is defined by Logo - EasyVista.png and cannot be modified.
  • In the exposed properties, this property is called Search Value.

Search Value: Value applied to the Search Field.

  • All widgets pointing to the data source will automatically be refreshed and display only the list of records containing the search value. Open url.png See the example.
  • In the exposed properties, this is the default value for Search Value in the data source.

Order

Sort Order Aggregated: When the data source contains aggregated data (e.g. an EasyVista view with a breakdown), this indicates the column used for sorting data. Data is sorted according to the sort order defined in the Sort Order Aggregated Type field. The sort order can be ascending, descending or default, i.e. using the data source default sort order.

Sort Order: When the data source contains non-aggregated data (e.g. an EasyVista view without any breakdown), this indicates the column used for sorting data. Data is sorted according to the sort order defined in the Sort Order Type field. The sort order can be ascending, descending or default, i.e. using the data source default sort order.

Master/Detail

SectionMasterDetail

Master Data Source: In a master-detail relationship, this is the name of the master data source linked to the current data source.

Master Field: Name of the primary key in the master data source used to establish the link with the current data source. As a general rule, it is the PK (Primary Key) column in the Product name - ev itsm.png table.

Detail Field: Name of the EasyVista data source column identifying the key in the Product name - ev itsm.png table. As a general rule, it is the column whose prefix is FK (Foreign Key).

Example documentation icon EN.png You want to display all actions (detail data source) associated with an incident (master data source):

  • Master Data Source = Incidents data source defined using the Operation > Incidents > All Incidents parent query.
  • Master Field = PK identifying the Incident_ID column in the Incidents table.
  • Detail Field = FK_AM_ACTION_REQUEST_ID identifying the action number related to the incident.
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Last modified by Unknown User on 2017/09/01 16:52
Created by Administrator XWiki on 2014/09/02 11:41

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