View Manager (.NET)

The View Manager API exposes the following methods on the IViewManager interface in the Relativity.DataVisualization.<VersionNumber>.View namespace.

Note: The <VersionNumber> variable in the namespace indicates the version number of the API. The version number uses the format uppercase V and an integer version number, such as V1 or V2 in .NET.

• CreateAsync() method - adds a new view. This method takes the Artifact ID of the workspace where you want to create the view, and a ViewRequest object, which describes the view to create. It returns the ID of newly created View object. See Create a view in a workspace.
• GetAccessStatusAsync () method - retrieves information about whether a user has View permissions to a view and the fields used in search conditions on the view. This method takes the Artifact ID of the workspace containing the view, and the Artifact ID of the view that you want to check for user access status. It returns ViewAccessStatus object that contains information about the user's ability to access the view. See Retrieve the access status of a user.
• GetEligibleObjectTypesAsync() method - returns list of eligible object types in the workspace as ObjectTypeRef objects. This method takes the Artifact ID of the workspace containing the view. See Retrieve a list of object types in the workspace.
• GetEligibleOwnersAsync() method - returns workspace users who can be assigned ownership of a view. This method takes the Artifact ID of a workspace. It returns a list of DisplayableObjectIdentifier objects, representing users who can be assigned ownership of a view. Users must have View permissions to the view. See Retrieve users for view ownership.
• ReadAsync() method - retrieves the properties for a view. This method takes the Artifact ID of the workspace containing the view and the Artifact ID of the view. It returns a ViewResponse object, which contains information about the view. See Retrieve information about a view.
• UpdateAsync() method - modifies the view properties. This method takes the Artifact ID of the workspace containing the view and a ViewRequest object. It returns a ViewResponse object, which contains information about the updated view. See Update the properties of a view.

The View Manager API includes the following classes available in the Relativity.Services.DataVisualization.V1.View.Models namespace:

• ViewRequest class - represents the data used to create or update a view.

The following table lists properties on the ViewRequest class:

Name	Type	Description
ArtifactID	int	The Artifact ID of the view.
ArtifactTypeID	int	The Artifact Type ID of the object that the view is assigned to.
Dashboard	Securable<DisplayableObjectIdentifier>	The dashboard associated with the view.
Fields	List<FieldRef>	A list of fields included in the view result set.
GroupDefinitionFieldArtifactID	int?	An identifier indicating the field used for grouping a list. It used only for the Document object type.
IsRelationalFieldView	bool	Indicates whether the view is used to display relational fields.
IsSystemView	bool	Indicates whether the view is a system view.
IsVisible	bool	Indicates whether the view is visible in the system.
Name	string	The user-friendly name of the view.
Order	int	The position of the view in the view drop-down list.
Owner	Securable<DisplayableObjectIdentifier>	The user who owns the view.
QueryHint	string	A string parameter used to optimize views. Only use the query hint only when instructed by the Relativity Client Services team.
RelativityApplications	List<DisplayableObjectIdentifier>	A list of Relativity applications associated with the view.
SearchCriteria	CriteriaCollection	Search criteria specified as a CriteriaCollection object.
Sorts	List<Sort>	The sort order for view results specified as a collection of Sort objects.
VisibleInDropdown	bool	Indicates whether the view is visible in the view drop-down list.

• ViewResponse class - represents an existing view.

The following table lists properties on the ViewResponse class:

Name	Type	Description
Actions	List<Action>	A list of available actions that can be performed on a view.
CreatedBy	Securable<DisplayableObjectIdentifier>	The user who created the view.
CreatedOn	DateTime?	The date and time in UTC when the view was created.
Dashboard	Securable<DisplayableObjectIdentifier>	The dashboard associated with the view.
Fields	SecurableList<FieldRef>	A list of fields included in the view result set.
GroupDefinitionFieldArtifactID	int?	An identifier indicating the field used for grouping a list. It used only for the Document object type.
IsRelationalFieldView	bool	Indicates whether the view is used to display relational fields.
IsSystemView	bool	Indicates whether the view is a system view.
IsVisible	bool	Indicates whether the view is visible in the system.
LastModifiedBy	Securable<DisplayableObjectIdentifier>	The user who last modified the view.
LastModifiedOn	DateTime?	The date and time in UTC when the view was last modified.
Meta	Meta	Meta information representing a list of read-only and unsupported fields.
Name	string	The user-friendly name of the view.
ObjectIdentifier	int	The Artifact ID of the view.
ObjectType	int	The Artifact Type ID of the object that the view is assigned to.
Order	int	The position of the view in the view drop-down list.
Owner	Securable<DisplayableObjectIdentifier>	The user who owns the view.
QueryHint	string	A string parameter used to optimize views. Only use the query hint only when instructed by the Relativity Client Services team.
RelativityApplications	SecurableList<DisplayableObjectIdentifier>	A list of Relativity applications associated with the view.
SearchCriteria	CriteriaCollection	Search criteria specified as a CriteriaCollection object. Note: To search for data, you can use a variety of query options, including conditions, fields, sorts, and relational fields. These query options have a specific syntax for defining the for defining query conditions. For information about query conditions and options, see Query for resources.
Sorts	List<Sort>	The sort order for view results specified as a collection of Sort objects.
VisibleInDropdown	bool	Indicates whether the view is visible in the view drop-down list.

public async Task<bool> CreateAsync(IHelper helper)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            ViewRequest viewRequest = new ViewRequest();
            viewRequest.ArtifactTypeID = (int)ArtifactType.Document;
            viewRequest.Name = "My View";
            viewRequest.Owner = new DisplayableObjectIdentifier { Name = "Public", ArtifactID = 0 } viewRequest.Fields.Add(
                  new FieldRef("Control Number"));
            viewRequest.Fields.Add(new FieldRef("File Size"));
            Criteria fileSizeCriteria = new Criteria();
            fileSizeCriteria.Condition = new CriteriaCondition()
            { FieldIdentifier = new FieldRef("File Size"), Operator = CriteriaConditionEnum.GreaterThan, Value = 2000 };
            viewRequest.SearchCriteria.Conditions.Add(fileSizeCriteria);
            Services.DataVisualization.V1.View.Models.Sort fileSizeSort =
                new Services.DataVisualization.V1.View.Models.Sort()
                {
                    FieldIdentifier = new FieldRef("File Size"),
                    Direction = Services.DataVisualization.V1.View.Models.SortEnum.Descending,
                    Order = 1
                };
            viewRequest.Sorts.Add(fileSizeSort);
            viewRequest.Order = 100;
            viewRequest.VisibleInDropdown = true;
            viewRequest.Dashboard = new DisplayableObjectIdentifier { ArtifactID = this.SampleDashboardArtifact_ID };
            int viewId = await proxy.CreateAsync(this.SampleWorkspace_ID, viewRequest);
            if (viewId != 0)
            {
                success = true;
                logger.LogInformation($"CreateAsync succeeded. ArtifactID is {viewId}.");
            }
            else
            {
                logger.LogError("CreateAsync failed");
            }
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
 
        return success;
    }
}

public async Task<bool> ReadAsync(IHelper helper, int viewToReadArtifactID)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            ViewResponse viewResponse = await proxy.ReadAsync(this.SampleWorkspace_ID, viewToReadArtifactID);
            logger.LogInformation(
                $"ReadAsync succeeded. View ArtifactID is {viewResponse.ObjectIdentifier.ArtifactID}, Name is {viewResponse.ObjectIdentifier.Name}.");
            success = true;
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
    }
    return success;
}

public async Task<bool> UpdateAsync(IHelper helper, int viewToUpdateArtifactID)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            ViewResponse view = await proxy.ReadAsync(this.SampleWorkspace_ID, viewToUpdateArtifactID);
            ViewRequest viewRequest = new ViewRequest(view); //create request based on response
             
            //update fields in request
            viewRequest.Name = $"{view.Name} - updated";
            viewRequest.Fields.Add(new FieldRef("File Type"));
            Criteria fileTypeCriteria = new Criteria();
            fileTypeCriteria.Condition = new CriteriaCondition()
            { FieldIdentifier = new FieldRef("File Type"), Operator = CriteriaConditionEnum.IsLike, Value = "document" };
            viewRequest.SearchCriteria.Conditions.Add(fileTypeCriteria);
            Services.DataVisualization.V1.View.Models.Sort fileTypeSort =
                new Services.DataVisualization.V1.View.Models.Sort()
                {
                    FieldIdentifier = new FieldRef("File Type"),
                    Direction = Services.SortEnum.Ascending,
                    Order = 200
                };
            viewRequest.Sorts.Add(fileTypeSort);
            ViewResponse updatedView = await proxy.UpdateAsync(this.SampleWorkspace_ID, viewRequest);
            logger.LogInformation($"UpdateAsync succeeded.");
            success = true;
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
    }
}

public async Task<bool> GetAccessStatusAsync(IHelper helper)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            int? viewToGetAccecStatusToArtifactID;
            if (ViewHelper.TryCreate(proxy, this.SampleWorkspace_ID, "My View to Get Access Status to",
                out viewToGetAccecStatusToArtifactID))
            {
                ViewAccessStatus status =
                    await proxy.GetAccessStatusAsync(this.SampleWorkspace_ID, viewToGetAccecStatusToArtifactID.Value);
                logger.LogInformation(
                    $"GetAccessStatusAsync succeeded. Exists is {status.Exists}, CanView is {status.CanView}, CanViewCriteriaFields is {status.CanViewCriteriaFields}");
                success = true;
            }
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
    }
    return success;
}

public async Task<bool> GetViewOwnersAsync(IHelper helper)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            List<DisplayableObjectIdentifier> owners = await proxy.GetEligibleOwnersAsync(this.SampleWorkspace_ID);
            logger.LogInformation($"GetViewOwnersAsync succeeded. Count of possible owners is {owners.Count()}");
            success = true;
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
    }
    return success;
}

public async Task<bool> GetObjectTypesAsync(IHelper helper)
{
    bool success = false;
    using (IViewManager proxy = helper.GetServicesManager().CreateProxy<IViewManager>(ExecutionIdentity.User))
    {
        Logging.ISampleLogger logger = _logger.ForContext("MethodName", new StackFrame(0).GetMethod().Name, false);
        try
        {
            List<DisplayableObjectTypeIdentifier> objectTypes =
                await proxy.GetEligibleObjectTypesAsync(this.SampleWorkspace_ID);
            logger.LogInformation(
                $"GetObjectTypesAsync succeeded. Count of available object types is {objectTypes.Count()}");
            success = true;
        }
        catch (Exception ex)
        {
            logger.LogError(ex, "Unhandled Exception");
        }
    }
    return success;
}