Kofax Insight Studio > Dashboard Designer > Components > Views and View holders > Use View holders

Use View holders

Use the following procedure to create a View Holder.

  1. Drag the View Holder icon onto the View.

    The View Holder wizard appears with the Data tab selected.

  2. Name the View Holder.
  3. Specify the source for the View Holder:

    • Default view: You select the View to display in the View Holder.

    • Conditional view: You select the View to display based on the dimension values.

    • Default URL: You provide a URL to render in the View Holder (iFrame). You can provide either an external (absolute) or internal (relative).

    • Default record: Allows you to display the content of a Record field. It is typically used for a static display where you can populate a record field with the HTML-formatted data and then specify the field using the Default Record option.

  4. For the Default view selection, you can add a list of views.
    1. Click Click here to add new data... and then the ellipsis icon.

      The Documents Tree appears.

    2. Select the project and the View and click OK.
    The selected View is listed in the table.

    Note With a list of Views, the first View (starting from the top) to which the user has access is displayed in the dashboard.

  5. For the Conditional view selection, select the dimensions/field on which the View is based:

    • Based on a Translation table. On the Translation table tab, select the translation table by clicking the ellipsis button.

      All the Metric dimensions and Record fields that use this translation table appear in the drop-down list for the Dimension. Select the dimension and define the condition. Under the Select value(s) column, select the value of the dimension/field. Under the View column, select the View to display. For example, if you have the translation table "CountryTT" and the dimension is "CountryName", you may select to display the US_View if the CountryName=USA and the JP_View if the country name = Japan.

    • Based on the dimension from the Metric. On the Metric tab, select the metric by clicking the ellipsis button. Select the dimension from the drop-down list. Add the values and the Views in the corresponding fields.

    • Based on a field from the Record. On the Record tab, select the record and the field from the drop-down list of dimensions. Add the values and the Views in the corresponding fields.

  6. On the Data tab, click Default URL.
  7. In the Default URL field, and enter a URL.
  8. Select Open in Viewer.
    Note The URL requires a new browser window. Preview mode does not display a URL.

    You can optionally assign the URL dynamically to the View Holder via the Template dialog box. This option allows your View Holder to load a URL contained in the relevant record that your user has selected.

    1. In the Default URL field, click the ellipsis Search icon.

      The Template dialog box appears.

    2. In the Group field, assign the Filter Group the View responds to.
    3. In the Record field, define the record the View draws data from.
    4. In the Field option, select the field in the record the URL is drawn from.
    5. Click OK.
  9. Save your changes.