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The Business Views pane is a subset of the Jobs pane. It provides an alternate method of defining jobs. The Business Views pane offers a graphical way to create and modify jobs and their dependencies by clicking function buttons and dragging-and-dropping object icons from a toolbar. Using the mouse cursor, you can create workflows, rearrange the sequence of jobs and link dependencies to jobs as required.
From the Navigator pane, select Definitions > Jobs > Business Views to display the Business View window. The window is blank if you have not saved any Business Views.
If you have created and saved Business Views, they are listed in the window.
The Business View window contains the following columns of information about each listed View:
While viewing the Business View window, select View > Preferences or right-click Business Views in the Navigator pane and select Preferences from the context menu to display the Business Views Preferences dialog.
The General tab manages the recursive behavior of jobs in the Business Views screen.
This tab contains the following elements:
The Columns tab specifies which columns are displayed in the Business Views window and in what order the columns are arranged.
When you right-click in the Navigator pane while Business Views is selected, the Navigator context menu displays.
This context menu contains the following options:
You create, modify and delete Views from the context menu that displays by right-clicking the mouse from inside the Business View window or by clicking the Add Business View button on the toolbar of the Business View window.
This context menu contains the following options:
The basic properties governing the appearance and operation of the View canvas are controlled from the View Properties dialog. The View Properties dialog displays when right-clicking on the Business View canvas and selecting the View Properties option in the context menu.
The General tab controls the general properties of the Business View.
This tab contains the following elements:
The Auto Arrange tab controls the behavior of the Automatic Arrangement feature applied to the Business View layout. Selected objects that are scattered randomly in the View are rearranged according to the properties specified on this tab.
The options in the Advanced Options section are used to configure the arrangement logic used in the most complicated Business View that contain many defined objects. Unless you thoroughly understand these options, it is recommended to use the defaults.
Depending upon the number and relationship of objects in a View, use of the advanced arrangement configuration options can slow down the display performance when using the Auto Arrange feature. The arrangement properties specified on this tab are applied to the selected objects in the View by clicking the Auto Arrange button .
This tab contains the following elements:
The Callouts tab controls the default properties for the text callouts. Callouts are used to display additional information about an object.
This tab contains the following elements:
To display a specific callout that is hidden:
a. Select the bar icon and right-click to display the context menu.
b. From the Add/Edit Extras submenu, select the Callout option to display the Callout Properties dialog.
The View’s Canvas functions are controlled from the icons that run in a toolbar along the top of the screen. The creation and linking of job and dependency objects is controlled from a column of icons that run down the left side of the Canvas.
Many of the toolbar options are available from a context menu.
The buttons in the toolbar that runs along the top of the Canvas have the following functions:
Along the left side of the View window are a column of buttons with various icons. Dragging-and-dropping these buttons onto the View canvas creates objects.
This toolbar contains the following buttons:
The callout can be repositioned around an object by clicking it and dragging the callout to the desired location.
Double-clicking the callout displays the Callout Properties dialog.
The Callout Properties dialog largely duplicates the Callout tab of the View Properties dialog. The difference is that the Callout tab of the View Properties dialog sets the universal properties for all callouts while the Callout Properties dialog configures the properties for the individual callout that was selected. Refer to the Callouts Tab for more information on the options in this dialog.
Notice that there is an option to hide the callout text. The showing and hiding of an individual callout is controlled from either the Hidden option in this dialog or one of options in the Hide/Show submenu in the View context menu.
You can designate a red, green, blue, yellow or black flag. If a flag is already assigned you can also delete it from this dialog. You can also type up to 4,000 characters of text about the flag to explain or describe it. These remarks are displayed by pausing the cursor on the flag.
Right-clicking the mouse anywhere on a View canvas displays a context menu of options. Many of these menu options replicate the functions of the various buttons on the toolbars along the Canvas edge. Some of the options are not available until a job or job group is selected. The options in the context menu are:
– Job – This option displays a submenu of the following options:
Select from Existing Jobs – Displays the Job Search dialog to enter search criteria to locate a defined job.
Group – Creates a job group bar. Double-click the bar icon to define the parameters of the job group.
Job – Creates a job bar. Double-click the bar icon to define the parameters of the job.
– Dependency – Selecting this option displays a submenu of the following options:
File – Creates a file dependency bar. Click the dependency icon and drag the cursor to a job bar to associate the dependency to that job. Once the dependency is associated to a job, a dialog displays to define the parameters of the file dependency.
Variable – Creates a variable dependency bar. click the dependency icon and drag the cursor to a job bar to associate the dependency to that job. Once the dependency is associated to a job, a dialog displays to define the parameters of the variable dependency.
– Link Node – Displays the Link bar icon and the Choose a View for Link dialog to create a link from the current View to another existing View. Click the link icon to display the linked View. To add the hyperlink to an existing job or dependency bar icon, select the bar icon and use the Hyperlink option in the Add/Edit Extras submenu. To close the displayed dialog without creating a hyperlink, right-click in the list and select the Delete option.
– View from Group – Creates a separate View of a selected group bar and its children jobs. The selected group job bar receives a link icon to link to the new View and the parent group job bar in the new View also receives a link icon. By clicking the link icon , you can jump back and forth between the two Business Views. This option is only available if a job group bar is selected.
– Callout – Displays the Callout Properties dialog to add or modify the callout associated with a selected object.
– Flag – Displays the Flag Properties dialog for the object you selected.
– Hyperlink – Displays the Choose a View for Link dialog to add or change which defined View is linked.
– Children – Displays a list of child jobs that belong to the groups in the current View but are missing from the View. You can add missing children by dragging-and-dropping any of the listed items into the current View.
– Dependencies – Displays a list of dependencies that are missing from the current View.
– Hide Selected Objects – Grays out the selected objects so they are only faintly visible. The objects will not show in the Job Activity pane.
– Hide All Callouts – Hides all callouts to reveal more of the View canvas.
– Show Selected – Shows the hidden objects that were selected, restoring them to the normal bold lines instead of the grayed out format.
– Show All – Displays all jobs and dependency objects that have been hidden.
– Show All Callouts – Displays all callouts that have been hidden.
– Show Unhidden Callouts – Displays only those callouts that are not hidden individually.
– Align – Selecting this option displays a submenu of the following alignment options:
Left – Aligns selected objects by their left side boundary.
Right – Aligns selected objects by their right side boundary.
To create a job or job group in the View:
Step 1 From the Object toolbar, select the appropriate job/job group icon and drag it onto the Business Views Canvas.
Step 2 Double-click on the job/job group object to display its definition dialog and define its parameters.
Step 3 Save the definition dialog.
If a defined job in the View does not already belong to a job group, it can be added to any defined job group in the View.
To add a child job to an existing group:
Step 1 From the Object toolbar, select the appropriate job icon or the Get Job icon and drag it onto the Business Views Canvas.
Step 2 From the canvas, double-click the job object to display its definition dialog.
Step 3 From the Parent Group list, select the job group you want the job assigned to.
Step 4 If defining a new job, define the remaining parameters.
Step 5 Save the definition dialog.
To create a dependency in the View:
Step 1 From the Object toolbar, select the appropriate job icon and drag it onto the Business Views Canvas.
Step 2 Double-click on the job object to display its definition dialog and define its parameters.
Step 3 Save the definition dialog.
Step 4 From the Object toolbar, select the appropriate dependency icon and drag it onto the Business Views Canvas.
Note You cannot define a dependency until you have associated or linked it to an existing job object, so the object displays grayed out.
Step 5 Select the job object, then press CTRL+ALT simultaneously.
While continuing to press Ctrl + Alt simultaneously, click the dependency object.
A red arrow displays between the objects when they are linked successfully. Once linked, you can double-click the dependency to define it. Once defined, a green arrow displays between the objects.
To create or modify a callout:
Step 1 Click an object to select it. (A green border will appear around the object.)
Step 2 Click the Callout button in the object toolbar to attach a caption to the object.
Step 3 Double-click the callout to display its Callout Properties dialog.
Step 4 Type the text you wish to appear in the callout and format it as needed.
Step 1 Right-click in the Canvas screen to display the context menu.
Step 2 Select the Show/Hide menu option.
To hide an individual callout:
Step 1 Double-click a callout to display its Callout Properties dialog.
Step 2 Select the Hidden option.
To show an individual callout:
Step 1 Click an object to select it.
Step 2 On the object toolbar, click the Callout button to display the Callout Properties dialog for the object’s callout.
Step 3 Clear the Hidden option.
Step 1 Click an object to select it.
Step 2 Click the Flag Job button in the object toolbar to display its Flag Properties dialog.
Step 3 Select a color for the flag and type any text you wish to appear when the mouse cursor pauses over the flag.
To create or modify a hyperlink:
Step 1 Click an object to select it.
Step 2 Click the Create Hyperlink button in the object toolbar to display the Choose a View for Link dialog.
Step 3 Link the selected object to a View by selecting a View from the list.
A link icon will be placed on the object that when clicked displays the specified View.
You can change the linked View at anytime by selecting the object, clicking the Create Hyperlink button and choosing a different View from the Choose a View for Link dialog.
To change a View’s properties:
Step 1 Display the View Properties dialog by selecting the Properties option in the Canvas context menu.
Step 2 Modify the parameters in the dialog as needed. Click the Defaults button to return to the original default values after changing the values.
There are two degrees of object deletion. With one type of deletion, you may wish to just delete an object from the View Canvas yet leave the object still available in the database. With the other form of deletion, an object is not only removed from the View but is permanently removed from the database.
To delete an object from the View Canvas and the database, select the object and press the Delete button on your keyboard. A confirmation message displays.
You can click on a empty spot of canvas to deselect all currently selected objects in the canvas. This is helpful if you want to recover or reset from previous selection mistakes during a job dependency or parent job relationship procedure.
There are two different types of job searches available. All of the existing jobs that are defined in the database and just the jobs that are included in the current View, which can be difficult to find as the workflow in a View becomes more complicated and populated with objects.