Display View from Another Entity

Let’s say you want to show a view from one entity data form on another. For example, you would like to see on a data form specific details available in a view on a different entity, saving the extra clicks of having to switch from a data form to another one to check those details.

Starting with FintechOS 18.1.10, you can achieve this by using a token on the data form where you want to render the view from the other entity.

Prerequisites

  • You have two entities.
  • One entity has a view defined (can be the default view) and the other entity has a digital journey or a data form defined.

Display a view from another entity

  1. On the entity where you want to render the view from another entity, go to the edit configuration page of the digital journey or data form. Click the UI tab.
  2. On the left panel of the UI Designer select the Relation Data Template and drag it to the container where you wish to place it.
  3. After dropping it, click on it to open the right panel and configure it. Select the relation from the drop-down list.
  4. Replace the relation tag with the token which will render the view from another entity. The token should follow this format: {? EntityName, view: viewName ?}.
    5. NOTE  
    If you copy/paste the token, the HTML editor might break its formatting and it might not work as intended. We recommend you to either copy/paste the token using a text editor or within the HTML Editor from the Tools menu, select <>Source code and check the token formatting.

    The table below describes the token elements you can use when rendering the view.

    Token Element Description
    entityName The name of the entity from which you will render the view.
    view: The name of the view to be displayed.
    noheader Does not display the view header.
    Display the default view from entity FTOS_CMB_AccountType without header using token {? FTOS_CMB_AccountType, view: default, noheader ?}
    nofilter Does not display the view filtering / search.
    Display the default view from entity FTOS_CMB_AccountType without filtering using token {? FTOS_CMB_AccountType, view: default, nofilter ?}
    noinsert Does not display the Insert button on the view toolbar.
    Display the default view from entity FTOS_CMB_AccountType without the Insert button using token {? FTOS_CMB_AccountType, view: default, noinsert ?}
    nodelete Does not display the Delete button on the view toolbar.
    Display the default view from entity FTOS_CMB_AccountType without the Delete button using token {? FTOS_CMB_AccountType, view: default, nodelete ?}
    noexport Does not display the Export button on the view toolbar.
    Display the default view from entity FTOS_CMB_AccountType without the Export button using token {? FTOS_CMB_AccountType, view: default, noexport ?}
    norefresh Does not display the Refresh button on the view toolbar.
    Display the default view from entity FTOS_CMB_AccountType without the Refresh button using token {? FTOS_CMB_AccountType, view: default, norefresh ?}
    notoolbar Does not display the view toolbar.
    Display the default view from entity FTOS_CMB_AccountType without the toolbar using token {? FTOS_CMB_AccountType, view: default, notoolbar ?}
    collapse: The text displayed as a collapse panel.
    Display the default view from entity FTOS_CMB_AccountType after clicking on the Name text using token {? FTOS_CMB_AccountType, view: default, collapse: Name ?}.
    data form: If the entity from which you render the view has multiple forms and you want a specific data form on edit directly from this view, use form: in the token followed by the data form name.
    NOTE  Do not use no insert within the token when using form:.
    insertForm: If the entity from which you render the view has multiple forms and you want a specific data form on insert directly from this view, use insertForm: in the token followed by the data form name.
    NOTE  Do not use no insert within the token when using data form:.
  5. After you finish customizing the view layout, save the data form and the entity.

Filter the view results

You can filter the results displayed in the view by using a custom fetch for the view.

Pass default value

If you want to pass a default value for the insert data form, you must use the context.on("goToInsert", function(e){}) function;

Copy 
context.on("goToInsert", function(e){
        var pId = "18352c17-0ca4-4b6d-8037-28510e6186d1"
        e.options.defaultVals = "parentId*" + pId;
})

Refresh the view

If you want to programmatically refresh the view, use the ebs.refreshGrid(gridName) function.

If no view: is specified, gridName will be the entityName token element.

Copy 
For {? myEntity ?}
ebs.refreshGrid("myEntity")

If view: is specified, gridName will be the entityName token element concatenated with _ and the view: token element.

Copy 
For {? myEntity, view: myEntityView ?}
ebs.refreshGrid("myEntity_myEntityView")