The following document can be used for making view assist requests. Gather the necessary information and submit your request to Support as a ticket.
Please start the view on the appropriate Page, and add any columns and filters that you can.
The Page always determines which rows can display in the view. The Filters will reduce this list of rows so that only particular rows show. The columns can be from other tables, as long as they are somehow related to the rows in the Page.
Important: Include a link to that view with your request.
Which fields do you want added to the view? (This should be limited to the fields you are not able to add yourself.)
Include the following:
Describe any calculated fields like mathematical statements, referring to the particular page fields that will be used in the calculation. Provide links to example records as a way of indicating how the calculations will be derived.
When referring to any related records in the database, provide IDs or direct links to the records.
If you don't have access to the page the values can be found on, provide screenshots with the values highlighted or point them out in your description.
The idea is to do as much legwork/research as you can before requesting assistance.
What criteria do you want the view to filter on? (This should be limited to the filters you are not able to add yourself.)
When referring to any related records in the database, provide IDs or direct links to the records.
If you don't have access to the Page the values can be found on, provide screenshots with the values highlighted or point them out in your description.
Describe any calculations like mathematical statements, referring to the particular page fields that will be used in the calculation. Provide links to example records as a way of indicating how the calculations will be derived.
When referring to any records in the database, provide IDs or direct links to the records.
The idea is to do as much legwork/research as you can before requesting assistance.
Specify whether the View should be limited to a particular User or User Group, or if it should be available to everyone.
Provide a general description of what the View is and what it is supposed to accomplish.
If the fields or filters requested in Sections 2 and 3 are complicated or very unique to your church culture, you should include a mockup of an example showing the connection between records where the information is pulled from.
