Tailored Summary Viewer Workflows - Metasys - LIT-12011942 - Software Application - ODS Server - 10.1

Metasys Open Data Server Help

Brand
Metasys
Product name
ODS Server
Document type
User Guide
Document number
LIT-12011942
Version
10.1
Revision date
2019-10-14
Language
English

The following tables are high-level workflows for creating and using Summary Definitions in the Tailored Summary Viewer. These workflows assume a desired exists.

Table 1. Tailored Summary Viewer Workflow - Using the All Items Tree

Step

Description

1

In the All Items tree, select the objects you would like the to apply to in the Tailored Summary Viewer.

2

Click View > Tailored Summary Viewer. The Tailored Summary Viewer appears.

3

Select a Summary Definition to apply to the objects.

Table 2. Tailored Summary Viewer Workflow - Using Query > Global Search

Step

Description

1

Click Query > Global Search. The Global Search Viewer appears.

2

Click Add to select the Search Locations. You can select multiple locations.

3

Enter the search criteria. You can enter an object name, object type, include child objects, and include search locations in the search criteria. For more information, see Global Search.

4

Click Search.

5

Select the rows you would like the to apply to in the Tailored Summary Viewer.

6

Click View > Tailored Summary Viewer. The Tailored Summary Viewer appears.

7

Select a Summary Definition to apply to the objects.