Submit Your Suggestions for Vista

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Allow the use of Views in Create and Send Data Sources

It would allow the use of pre-calculated fields returned to the template.  Example:  In Purchase Order Change Order the data being sent includes Total Amount and Tax Amount, but we want to be able to show the amount without tax.  Rather than use the Word Template and a formula to get that data it would have been cleaner to provide the data via a user-defined view.  There are other scenarios in which providing a pre-created data set would be easier than formulating a join statement using the Create and Send Data Source tool.

  • Guest
  • Sep 21 2016
Company APG Electric
Job Title / Role Senior System Administrator
I need it... 3 months
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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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