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# Creating and Managing Business Views

This task describes how to create and manage business views.

To learn more about business views, see Business Views Overview.

1. Open the Business Views page

   1. On the ALM masthead, click , then select Customize. The Project Customization window opens.

   2. In the Project Customization window, click the Business Views link. The Business Views page opens. For user interface details, see Business Views Page.

2. Create an empty business view

   On the Business Views page toolbar, click Add View. The New View dialog box opens. Enter a technical name and label, and click OK.

3. Add project entities to the business view

   1. On the Business Views page, if it is not selected, select the Query Designer tab.

   2. On the Query Designer tab toolbar, click Add Entity. The Model tree opens in the right pane. The Model tree displays all project entities and fields in the current project.

   3. Select the entities you want to add to the new business view and drag them to the Main pane in the middle of the Query Designer tab. For each project entity you add, a <project entity> dialog box is added, displaying all available fields contained within the entity. You use the check boxes next to the field names to select specific fields to include in the view.

      Note: By default, all fields are selected and the check boxes are unchecked.

4. Define relationships between selected entities

   You create relationships between selected entities in one of the following ways:

   - Select a <project entity> dialog box, and on the Query Designer tab toolbar click Add Related Entity. The Add Related Entity dialog box opens. For user interface details, see Add Related Entity Dialog Box.

   - When more than one entity has been selected, create the relationships manually by dragging a field from one entity to another.

   - Enter the query directly in the DQL Query Builder.

5. Edit filter criteria - optional

   You can edit and define filter criteria for selected fields in the selected fields grid below the Main panel.

   Tip: You can change a field's label using the Alias column of the selected fields grid.

6. Edit entity relationships - optional

   To edit relationships between entities, double click on a relationship line. The Link Properties dialog box opens. For user interface details, see Link Properties Dialog Box.

7. Validate the business view

   On the Query Designer tab toolbar, click Validate. Any warning or error messages are shown in the Query Results pane at the bottom of the Query Designer tab.

8. Preview the business view

   On the Query Designer tab toolbar, click Preview. The Query Results pane opens at the bottom of the Query Designer tab.

9. Update the business view status

   On the Query Designer tab toolbar, click the Status arrow and select Published.

10. Save the business view

    On the Business Views page toolbar, click Save.

https://admhelp.microfocus.com ALM 8942
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