Dynamic Views are a type of safety view that contain object fields commonly used in reporting. Once you associate these views with a Principal View, users can create their own custom reports to analyze Safety data without you configuring an appropriate safety view for every ad-hoc report.
To use dynamic fields on Workbench Reports, you must:
- Configure a Dynamic View
- Configure a Workbench View Dynamic Join
- Configure a Workbench View Column Dependency
Prerequisite
Before performing configuration for Dynamic Views, you must insert the Workbench View Dynamic Join related object section after the Workbench View Columns section for the Workbench View object Principal View Detail Page Layout.
Configure Dynamic Views
To configure a Dynamic View:
- Create a Workbench View with a safety view type of Dynamic View.
- In the SQL Editor section, enter SQL according to your business needs.
- Select Save.
- Create Workbench View Columns to specify which object fields users can add to the Workbench Report layout for data analysis.
- Optional: Preview the data.
Note: You cannot add dependent views, Workbench View Objects, or Workbench View Parameters to Dynamic Views.
Configure Workbench View Dynamic Joins
Associate a Dynamic View with a Principal View by configuring a Workbench View Dynamic Join:
- Navigate to Business Admin > Objects > Workbench View.
- Select a Principal View and expand the Dynamic Views Join section.
- Select Create.
- On the Create Workbench View Dynamic Join page, complete the applicable fields.
- Select Save.
You can associate the same Dynamic View with different Principal Views. You can also associate up to 15 different Dynamic Views with a Principal View.
Workbench View Dynamic Join Fields
The following fields may be available:
| Fields | Descriptions |
|---|---|
| Dynamic View | The Dynamic View in association with the Principal View. Select an option from the drop-down or select the Advanced Search ( |
| Join Condition 1 Foreign Key | Any view column on the Dynamic View. This is usually an Object view column type that references the Principal View. For example, the foreign key field on the Dynamic View is the field containing the Case for a Principal View that is a Case-level line listing. Select an option from the drop-down or select the Advanced Search icon to use filters and refine your search. |
| Join Condition 1 Primary Key | Any view column on the Principal View. This is usually the unique identifier for every record returned by the view. Select an option from the drop-down or select the Advanced Search icon to use filters and refine your search. |
| Join Condition 2 Foreign Key | Optionally, select another view column of the Dynamic View from the drop-down or select the Advanced Search icon to use filters and refine your search. |
| Join Condition 2 Primary Key | Optionally, select another view column of the Principal View from the drop-down or select the Advanced Search icon to use filters and refine your search. |
| Principal View | The Principal View in association with the Dynamic View. |
) icon to use filters and refine your search.A join condition equates the foreign key and primary key. One join condition is required. If provided, Vault considers both join conditions when associating a Dynamic View’s records with a Principal View’s records.
Note: Vault does not support duplicate view column API names in the Dynamic View or between the Principal View and Dynamic View.
Configure Workbench View Column Dependencies
When a Workbench Report, Workbench Dashboard, or Workbench Report Set runs, Vault executes the SQL configured in the associated safety view to generate results. Workbench View Column Dependencies allow custom safety views to reference a Dynamic View’s view columns in the SQL. To create a Workbench View Column Dependency:
- Navigate to Business Admin > Objects > Workbench View Column Dependencies.
- Select Create.
- Complete the following information:
- Dependent View: Select the Dynamic View with the desired view column from the drop-down or select the Advanced Search icon to use filters and refine your search.
- Dependent View Column: Select a Dynamic View view column from the drop-down or select the Advanced Search icon to use filters and refine your search.
- Workbench View: Select the safety view in which you want to reference the Dynamic View’s view column from the drop-down or select the Advanced Search icon to use filters and refine your search.
- Select Save or Save + Create to save the record and create another.
When you delete or copy the referenced safety view, Vault also deletes or copies the Workbench View Column Dependency.
How Dynamic Views Work with Safety Views
This section describes an example of how you might use a Dynamic View and configure a Workbench View Column Dependency. In this scenario, a Principal View, which is a Case line listing, leverages a Dynamic View that provides Case Contact information. You want to create a Workbench View that is dependent on this Principal View to return serious Case counts in each country. To do this, you could configure a Workbench View Column Dependency with the following values:
- Dependent View: [The Dynamic View]
- Dependent View Column: [The Country view column from the Dynamic View]
- Workbench View: [The Workbench View]
You can then write SQL query to group the Workbench View data by Country.