Limiting Fields Displayed in Reference Tables in EDP Standalone

In EDP Standalone, it is possible to limit what fields are displayed in the reference tables. For example, if you do not want your data submitter to be able to see a particular field in your reference tables, this will allow you to hide that field from them when they are submitting data in EDP Standalone.

There are two options that can accomplish this objective. Both of these options assume that the objective is focused on EDP Standalone; if someone is logged in using EQuIS Professional, they can open the RT_ table directly. Also, you would need to make sure not to hide any of the fields used by the format itself. You can check what fields are used by the format by creating an EDD Description, and fields that use a lookup will have the table and column name in the lookup column. Additionally, in EDP you can hover over lookup columns and the tooltip will show the table and column used.

Option 1

You can manually edit the *.rvf file before sending it to the data submitter. Depending on the RT_ table in question, and how many records it contains, this may or may not be a tedious process. EDP can be used to eliminate the records intended for exclusion, or well designed find & replace within the .rvf file may accomplish the elimination/exclusion of the intended values. However, it should be noted that it would be a manual process and the procedure would be necessary each time a new *.rvf is created.

Option 2

You can use a view of the RT_ table instead of the RT_ table directly. For example, suppose it is RT_MATRIX.REMARK that you want to hide. You can create a custom view named VW_MATRIX (instructions here) and include only the necessary columns (e.g. MATRIX_CODE, MATRIX_DESC, ...). You would exclude the REMARK column (and any other columns that you wanted to hide in EDP) from the view.

Then change the EDD format (the *.xsd file) to use the view, instead of the table. This can be done by editing the *.xsd file to use VW_MATRIX as a lookup instead of RT_MATRIX. See the sample code snippet below.

'original lookup'

<edd:table mode="lookup" target="rt_matrix">

<edd:lookup source="matrix_code" target="matrix_code" />

<edd:field source="matrix_code" target="matrix_desc" />

</edd:table>

'view lookup'

<edd:table mode="lookup" target="vw_matrix">

<edd:lookup source="matrix_code" target="matrix_code" />

<edd:field source="matrix_code" target="matrix_desc" />

</edd:table>

Note: You may have to edit several sections in the *.xsd file to completely replace the lookup for RT_MATRIX. We recommend performing a 'Find' on RT_MATRIX and replacing all instances with VW_MATRIX in the *.xsd file.

With this change in place, anytime you create a *.rvf file, it will only include the columns in the view.