User-Defined Hubs

Your administrator can use the Screen Designer to create and add customized user-defined hubs in Vantagepoint.

User-defined hubs can include custom tabs, fields, and grids. Each user-defined hub includes an Overview tab by default. You can delete the Overview tab if there are no fields on the tab.

See the Add a User-Defined Hub help topic for more information.

Header Fields

Field	Description
Find user-defined hub	At the top of a user-defined hub form, enter a partial or complete name or number in this lookup field to find and select an existing user-defined hub record that you want to view or edit. Your current record selection will be preserved even if you switch from one hub to another. For example, if you are working in the Projects hub and then switch from that hub to another, when you return to the Projects hub, your current project record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays a saved confirmation message and the New Records label () is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field, search on the hub or application form, or navigate away from the form, the New Records label reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.
Saved Search List	To filter the list of user-defined hubs, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search displays in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Display a list of all active user-defined hubs. All: Display a list of all user-defined hubs (both active and inactive). Mine: Display a list of user-defined hubs that you use personally. Legacy Searches: Display a list of user-defined hubs based on a search from previous versions of the application or from legacy systems. Although you cannot modify a legacy search, you can build a new search based on a legacy search. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to build a new search based on the legacy search. My Searches : Display a list of user-defined hubs based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of user-defined hubs based on a search shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Searches: Display a list of user-defined hubs based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a search for user-defined hubs. Use both basic and advanced search features on the New Search dialog box to refine search criteria. You can use the Advanced Search feature to search by all available user-defined hub grids and fields, based on your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down list to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with the Projects hub is displayed. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	Click the List View icon to see the list view of the form. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare, update, and save multiple records at one time because you do not have to open individual records. To add or remove columns, or to change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. Each grid toolbar also provides access to options for printing grid data, exporting data, and grouping by column. To maximize a grid to a full-screen display, click . This expanded view reduces the need to scroll through long lists of records. Click this option again to return to the standard grid display. For more information, see Maximize the Grid View. For more information about working in list view, see Use List View. You can also enable the Explicit Save in List View (Opt-In Available) feature (Settings > General > Opt-in Features). This feature disables the auto-save feature and enables you, while working in list view, to quickly update grid column information for multiple records. To save your changes, click the Save button. You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview. After all validated record changes are saved, a success message appears in the title bar. For deleted records, a confirmation message appears prompting you to either select Delete or Cancel. When one or more records fail, Vantagepoint displays a dialog box that contains a list of all the invalidated records that may provide error descriptions and suggestions on how to correct errors. For more information, see Saving Your Work and Enable the Explicit Save in List View Opt-In Feature. With the appropriate security role access, you can use also the Bulk Update feature when you are working in list view. This enables you to edit multiple hub records that require the same update with a single step. For example, if the supervisor for a group of employees is changing, use the Bulk Update option in the Employees hub to change all the employee records at one time. For more information, see Use Bulk Update to Update Multiple Records. Important: When you select the Bulk Update option, all saved records are permanently updated in your database. To reverse these updates, you must manually roll back each record. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.
	Click the Detail View icon to view and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, detail view is used by default when you open hub forms and some other application forms. This is the view described in most help topics. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.

Actions Bar

Use options on the Actions bar of the User-Defined Hub form for actions that you routinely perform, such as copying a record, adding a touchpoint, or exporting the contents of a record.

Click the options on the Actions bar to access commonly performed actions.

Field

Description

Find Field

Select this action to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists. In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the search field. When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.