EasyVista Data Source
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 Service Manager 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
See General remarks on data sources.
- An EasyVista data source is always associated with an EasyVista Service Manager connector.
- Logged-in users can only access to:
- Service Manager menu options authorized by their profile (list of parent queries). See the default app profiles and domains.
- Filters and views defined for the selected parent query authorized by their profile.
- Service Manager menu options authorized by their profile (list of parent queries).
- They can access data of their current domain, e.g. the domain selected via the User information zone in Service Manager, or the data of the Whole the society domain.
Examples
- You want to display Service Manager data on the number of equipment in stock by location:
- Run the parent query associated with the Service Manager Operation > Equipment > Equipment inventory menu option.
- Apply the Equipment in stock filter.
- Aggregate data using the Equipment by location view.
- 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 Service Manager Operation > Directory > Employees menu option.
- Search Field: Name
- Search Value: Andrew
| No filter | With filter | |
|---|---|---|
 |
 |
List of properties
Content
AliasConnector
Alias/Connector: easyvista IT Service Manager connector used by the data source to access Service Manager.
Query: Parent query linked to a menu option defined in Service Manager, 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.
ApplyDomains
Apply Domains: Used to indicate if the trend is calculated for the user's current domain (box is checked) or for the Whole Company domain (box is not checked). The user's current domain is the one selected in the user information zone in Service Manager.
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
Search run
|
With or without running a search
|
Preview
Configure Field Types: Used to open the field editor that enables you to select data source fields and specify the type of each field, e.g. date, integer, etc. when this is not automatically detected.
- The
button below the property shows the number of rows (max. 15) and columns extracted. Click to open the editor. - The button will display No data available as long as you have not selected any of the mandatory elements for 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 refreshed when you open the app in edit mode.
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 not (box is not checked).
NoDataMessage
No Data Message: This message is displayed when the data source does not contain any data.
- Enter the code directly in the field or click
to open the text editor.
AutoRefresh
Auto Refresh (Note: Only for dynamic data sources): Used to indicate the automatic refreshment interval for data from the data source in hours/minutes.
- Data is automatically refreshed each time the app is run and each time the page is redisplayed, regardless of whether it is in execute mode or edit mode.
- Caution: The updating of data requires additional activity on the 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 screen.
example View dashboard data
- You should not specify an automatic refreshment interval if the app is only used for displaying a snapshot of data.
example Display a portal where catalogs can be consulted
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 Incident number, name of the Support person
- The list of search fields is defined by EasyVista 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. 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 Datasource: 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 Service Manager) table.
Detail Field: Name of the EasyVista data source column identifying the key in the Service Manager table.
- As a general rule, it is the column whose prefix is FK (Foreign Key).
example You want to display all actions (detail data source) associated with an incident (master data source):
- Master Datasource = 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.