Manage Entity Views

This entry describes how to configure Entity Views.

Entity Views allow you to customize which fields are displayed in various parts of LearningBuilder™ for a given Entity.

There are four types of Views:

View Type	Where Used (varies by Area; see second table)
Summary	Under the view icon. On the Learning Plan Overview. Available as a Depth option for Process Synchronization.
Detail	Under the view icon. On the Learning Plan Overview. Available as a Depth option for Process Synchronization. On the Admin Profile and My Account view of a Member Role.
Report	Available as a data source in the Admin > Report sub-navigation tab.
Export	On CSV exports on the Audit and Eligibility tabs. Prior to Release 8.11, the also controlled the CSV export on the Admin -> Profile page.

All Entities have a default View, which is used in all areas and for all View types, unless another View is created to override it. You will need to create additional Views if there is a need to have different fields appear in different areas of the system. For example, you might not want internal comments about a Learning Plan to be visible to practitioners. In this case you would add a View and assign it as the Practioner - Summary, and Practitioner - Detail View Types. Now there exists a set of fields from the workflow that are visible to the Practitioner, as well as a set of fields that are invisible.

The table below lists each Entity Type in LearningBuilder™, along with the system areas, View Types and situations in which they are used. This is important to know in case you would like a unique combination of fields to display in different areas, or view types.

For more information about the different areas, see the section: Areas of LearningBuilder.

When Modifying an Entity View, the View Type menu on the edit form includes the Area and View Type (ex: "Administrator - Detail").

Note: Prior to LearningBuilder 7.11, LearningBuilder™ lists many other combinations of Entity Type, Area and View Type that are not in the table below. Although these can be selected when configuring an Entity View, they have no impact on the system.

Entity Type	Area	View Type	Where Used
Activity	Activity Approvals	Detail, Summary	Under view icon during a Full Page Branded Activity Search (new in Release 7.18)
	Administrator	Detail, Summary	Under view icon during a Full Page Branded Activity Search (new in Release 7.18)
	Administrator	Report	Reports sub-navigation tab
	Auditor, Eligibility	Detail, Summary	Under view icon during a Full Page Branded Activity Search (new in Release 7.18)
	Practitioner	Detail, Summary	Under view icon during a Full Page Branded Activity Search (new in Release 7.18)
	Provider	Detail, Summary	Under view icon on the Activity sub-navigation tab
	Public	Detail, Summary	Under view icon during a Full Page Branded Activity Search (future)
Activity Instance, Activity Container Instance	Administrator	Detail, Summary	Under view icon on Profile -> Learning Plans
	Administrator	Report	Reports sub-navigation tab
	Auditor	Detail, Summary	Under view icon when viewing a Learning Plan On Overview page for a Learning Plan Under view icon in the Activity Audit Queue Search results
	Eligibility, Practitioner	Detail, Summary	Under view icon when viewing a Learning Plan On Overview page for a Learning Plan
	Public	Detail, Summary	On Overview page for a Learning Plan in the External Contact Area
	XML	Detail, Summary	Included in Process Synchronization if Depth = Activity
Learning Plan Instance	Administrator	Detail, Summary	On Overview page from Profile -> Learning Plans
	Administrator	Report	Reports sub-navigation tab
	Auditor, Eligibility	Detail, Summary	Under view icon on in the Queue search results On Overview page for a Learning Plan
	Auditor, Eligibility	Export	Included in the Queue Export
	Practitioner	Detail, Summary	On Overview page for a Learning Plan
	Public	Detail, Summary	On Overview page for a Learning Plan in the External Contact Area
	XML	Detail, Summary	Included in Process Synchronization if Depth = LearningPlan, TaskGroup or Activity
Learning Plan Definition	Administrator	Detail	On Overview page for a Learning Plan Definition On Learning Plan Definition View Page
		Summary	On Overview page for a Learning Plan Definition
		Report	Reports sub-navigation tab
Organization Note: Replaced by Member Role in LearningBuilder 7.17.	Administrator	Report	Reports sub-navigation tab
Member Role	Administrator	Detail	Under view icon on Profile -> Learning Plans On Profile Edit page in Roles section On Overview page for a Learning Plan On the Activity Search Results after clicking the provider name
		Summary	Under view icon on Profile -> Learning Plans On Overview page for a Learning Plan On the Activity Search Results after clicking the provider name
		Report	Reports subnavigation tab
		Export	Included in the Profile Export (Deprecated in Release 8.11)
	Auditor, Eligibility	Detail, Summary	On Overview page for a Learning Plan On the Activity Search Results after clicking the provider name
	Auditor, Eligibility	Export	Included in the Queue Export
	Practitioner	Detail, Summary	On Overview page for a Learning Plan On the Activity Search Results after clicking the provider name
	Member Search	Detail, Summary	On the Member Search Results after clicking view icon
	My Account	Detail	In the Roles section
	Provider	Detail	On the Member Search Results after clicking view icon
	Public	Summary, Detail	On the Member Search Results, the Detail view is shown after clicking view icon On the Activity Search Results, the Detail view is shown after clicking the provider name On Overview page for a Learning Plan in the External Contact Area
	XML	Detail, Summary	Included in Process Synchronization

Considerations

A best practice is to include more workflow fields on the Detail view type and fewer on the Summary view type.

When configuring your Export view type, remember that a larger Display List may result in a more cumbersome CSV file.

Also be sure to set your System Administrator role to False when exporting Member Role fields. This is a currently known limitation (Member Role fields won't export correctly with overlapping Admin and System Admin roles).

When an Entity View is created in the database, it uses the VIEW_SQL from the ENTITY_TYPE table. For Activity Instances, it did not omit the archived/deleted activities from the data (IS_ARCHIVED = 0). There is not a way for an entity view, after this change and by design, to get to deleted activities. (New in 8.15.0 #fb30996)