SQL views are virtual tables that focus, simplify and present just the information you or others need. Views are very practical when you need to provide users with access to selective portion of the data from one or more database tables. DocuNote SQL View is an additional module that allows you with no programming knowledge to define custom views on certain objects in the database, such as case types or contacts and companies under your address book. Later, SQL views can be easily imported into the reporting tool (for example, Microsoft Excel or Access), MSDB database, ODBC Provider database, etc., and be displayed in a friendly format.

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How does it work?

Whenever you define a custom view, DocuNote builds an SQL query statement based on specified criteria. This SQL statement is stored on the database server and can be referenced then like any other table in a database.

At first, you must create two SQL view accounts in the database. The first one will be for DocuNote users allowing them to create SQL views. The second account will have a read-only access intended for users to retrieve data from views into applications like MS Excel.

Finding your SQL view settings

Feature activation

To use this functionality, the SQL views feature should be activated in the Feature manager.

Setting Up Permissions

  1. Click DocuNote to access Backstage panel and then click System Setup*.*
  2. In the left navigation panel switch to Roles and Permissions*.*
  3. Click Roles and edit the Module Role*.*
  4. Check if the following permission is enabled under SQL views section: