Customer view actions

Create New Customer View

This is carried out in the toolbar. On clicking the Create New… button, a new customer view is added to the grid, and placed in an appropriate alphabetical position.

Its Name is ‘New Customer View’ (an incrementable integer can be added to this name to ensure its uniqueness).

Configure Existing Customer View

This is carried out in the tabset. If you configure a customer view that has been saved previously, its State is set to Edited.

Delete Selected Customer View

This is carried out in the toolbar.  A deleted customer view's State is set to Deleted.  Its row text color is set to red.  You may no longer select a deleted row.

Save Changes to Customer Views

Save is carried out using the Save changes to Customer Views toolbar button.  Any changes you have made are validated, and any validation errors are advised in a dialog.  You may not proceed with the Save until you have resolved them.

Following a successful save, customer views are displayed in alphabetical order.  All lists' states are updated to Unchanged.  Any deleted lists are removed from display.

Cloning a Customer View

You can make a cloned copy of an existing customer viewing by clicking the Clone Selected Customer View button, which is displayed in the main Configuration Workbench toolbar when a single, Unchanged customer view is selected. Clicking the button creates an exact copy of the selected customer view. An integer is appended to the new view's name to ensure its uniqueness (the value can be incremented if required). If the cloned view was the default, the new customer view's Default view property is unchecked.

Refresh

This option reloads the contents of the interface from the operational database. If changes have been made, a ‘Save Changes?’ dialog is shown.