Editing a view

When you edit a view, ensure all SELECT statements on primary entities in the view retrieve the _secterr column, the _assigneduserid (or equivalent) column, and the _channelid (or equivalent) column for each primary entity referenced in the view. To do this, select the column explicitly or select all columns from the relevant primary entities. If you do not select the columns, an SQL error may occur in the Sage CRM UI when the view is executed.

Changing a view may affect several areas of Sage CRM.

This example adds the case_description field to the case mail merge view.

  1. Click <My Profile> | Administration | Customization | Primary Entities | Cases | Views.
  2. Click the vMailMergeCase view.
  3. Click Change. View Script contains the SQL used to create the view.
  4. Find Case_CaseId and add the new field after Case_CaseId. This section of the script changes from:
    Copy
    Case_CaseId, Comp_CompanyId

    to:

    Copy
    Case_CaseId, Case_Description, Comp_CompanyId
  5. Click Save. If you make a syntax mistake, you can't save the changes.