How to Create a Perspective

This task describes how to define a new perspective.

1. Open a New Perspective in the Pattern View Editor

   Click New and select Perspective. In the New Perspective dialog box, select the base TQL query on which your new Perspective is based, or select Create new query to build a new TQL query. For details, see New Pattern View/Template/Perspective Dialog Box.

2. Add Query Nodes and Relationships to a TQL Query

   Add the query nodes and relationships that define the query. For details on how to add query nodes and relationships to a TQL query, see How to Add Query Nodes and Relationships to a TQL Query.

3. Select a Contact Query Node

   Select at least one query node in the TQL query to be a contact query node. Right-click the query node and select Use As Contact Query Node.

   Note If you do not select a contact query node, when you try to save your perspective, you must save it as a pattern view.

4. Set the Perspective Hierarchy

   Set the hierarchy for the perspective by moving the required query nodes in the Hierarchy pane. For details, see Setting the View Hierarchy.

   When you are finished, click Save to save the perspective.

5. Set the Perspective Properties

   Set the perspective properties, such as the priority and the default layout for the perspective in the View Definition Properties dialog box. For details, see Query/View Definition Properties Dialog Box.

6. Define the Report Settings - Optional

   Select the Report tab in the Pattern View Editor. Select the attributes you want to include in the report for each query node of the view. You can also set the order of the report columns, set the sort order of each column, and add a chart. For details, see How to Define Report Settings.

7. Set Permissions

   Apply viewing and editing permissions to users and user groups for the new perspective. You set permissions in Managers > Security > Roles Manager. For details, see Roles Manager Page.

Related Information