How to create and integrate view to website

Currently in MyTaskHelper online database builder a new very useful feature - views integration, is available.

In this blog post I will describe the database views creation process and its integration into any website.

In our case (online orders database) - we will create the database table (view), which contains records with the same order code  (for processing certain company manager). For this view we will create the original customization and add only database columns we really need. After that we can embed a view to any website.

We have some online orders database. We need to create several views, each of them will be unique, i.e. it must have an original customization, consist of different database columns you really need and have different options.

See step by step instructions below:

1. Inside MyTaskHelper system you can create a view using the search, grouping or filtering options. More about this feature read in our blog post: Database View.

In our example we use the Search option.

2. Use the search option to create a view. Click on the Search link and select a search criteria you need. In our case we search records with the same order code. Select column Order code, use search criteria is, enter "0001".

After searching you need to click on button Save result.

So we have created a view. In our case it contains only "0001" order code.

3. Currently it is available to customize and integrate a view you created, i.e. you can embed this database table into the website you need. For this click on the Customize & Integrate button.

Steps to customize a web form:

- Go to the Customize and integrate menu;

- Select the Database tab;

- Database design.

Use the option you need and click on button Update. To embed the view into the website just copy/paste an iframe code. See the screenshot below:

4. You can add an option to the view for data processing. For this do the following steps:

- Go to Customize & integrate;

- Select tab Database;

- Actions.

Enable the options you need. Search, Grouping, Filtering options are available. Also you can use export to Excel and PDF.

5. You can select what database columns you need on this view (change your choice at any time).

- Go to Customize & integrate;

- Database tab;

- Hide/Show columns.

As a result we have a unique view with original customizations, which contains only records with "0001" order code and consists of four columns:

- Name;

- Phone;

- Order code;

- Order date;

You can use this four-column view inside MyTaskHelper system or embed the view into the website you need.

Teamwork

- You can invite users to this view using different team roles. More about Team feature read here.

Please, post your comments, suggestions.

Thanks!

13.05.2011 Igor Petrushenko