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Views

A view determines the way records are displayed within a table. Views allow different users and teams to have their own settings for the same table. Views define the following display options:
  • The fields that are displayed
  • Row ordering and colors
  • View and field widths
  • Number of records per page
  • Whether cell borders are included
Views do not affect the data shown in the tables. This is controlled by searching. Optionally, saved searches can define a preset view to use.

To switch between views:

  1. Hover over Views in the action bar to see a list of available views.
  2. Select the name of a view.

To create a new view:

  1. Select Views > New... from the action bar to open the View Wizard.
  2. Select fields and other settings to apply to the view.
  3. Click Finish to save changes.

To edit the current view:

  1. Select Views > Edit... from the action bar to open the View Wizard.
  2. Make changes as necessary in the View Wizard, and then click Finish.

To copy a view:

  1. Select Views > Manage... from the action bar.
  2. Select a view, and then click Copy.
  3. Enter a name for the new view and click Finish.
  4. To make changes to the copied view, locate the view in the list and click the Edit icon.

To delete a view:

  1. Select Views > Manage... from the action bar.
  2. Select a view, and then click Delete.

View Tips

  • In a new table, always create at least two views: a default view with the basic fields and another more detailed view showing more fields.
  • Views generally look cleanest if they are limited to 2 to 3 lines in height.
  • Include an edit icon in the view, and if you are going to use the view in a report, show the ID field as a view hyperlink by checking the box in the right-hand column. This allows a user looking at the report to click the link to open up a view of the underlying record.
  • If a table is embedded in another record, it's usually best to design a view to display the table efficiently within the record. For example, in the default view for the People table it makes sense to show the Company field, but it's unnecessary to show that field in an embedded table in a Company record.

Notes

  • Personal, Summary, and Mobile views are Default Views; they are always available. Changing your Personal view has no effect on other users' Personal views.
  • The Quick Edit feature lets you edit records from the table view, without opening the record form.
  • Admins can create views and apply them to teams of users, making them available in the drop-down or the default view for that table. See Views and Permissions for more information.
  • Using Saved Searches to Work Efficiently can replace the current view with a view defined by the search. This is particularly useful when viewing hierarchical data, as different subtables often have different optimal views of relevant fields.
  • Views can color-code rows based on a choice field that's populated by a rule. See Row Coloring for more information on setting up color-coding logic.
  • You can set a view to determine whether a field name is a link that opens a record for viewing or editing.
  • If you've linked two records together using the Link action in the action bar, and a view includes the Links field, the linked record IDs are shown in that column. You can then click the desired record ID to open that record for editing.


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