- Which fields are included and visible.
- Row ordering and colors.
- View and field widths, and number of records per page.
- Whether cell borders are included.
To switch between views...
- Hover over Views in the action bar to see a list of available views.
- Select the name of a view. The table view will refresh.
To create a new view...
- Select Views > New... in the action bar to open the View Wizard.
- Select fields and other settings to apply to the view.
- Press Finish to save changes.
To edit the current view...
- Select Views > Edit... or Views > Manage > Edit to open the View Wizard and edit the currently selected view.
- Make changes as necessary in the View Wizard, then press Finish.
To copy a view...
- Select Views > Manage...
- Select a view, then click Copy.
- Enter a name for the new view and click Finish.
- To make changes to the copied view, locate the view in the list and select the Edit icon.
To delete a view...
- Select Views > Manage...
- Select a view, then click Delete.
- On a new table, it is sensible to always create a Default view.
- Views generally look clean if they are limited to 2 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, because this will allow a user looking at the report to click it to open up a view of the underlying record.
- Typically about 100 characters is a good width, and it can be helpful to select the number of records to display on a page - the more records on a page, the longer the table will take to load, but the easier it becomes to navigate the record.
- Personal and Summary view are always available. Changing your Personal view has no effect on other users' Personal views.
- Quick Edit views let you edit records from the table view, without opening the record form. See Quick Edit.
- 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.
- Saved searches 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 include color coding of rows based on a choice field which can be populated by rules. See Row Coloring for more information on setting up color coding logic.
- You can choose whether clicking a field in a view opens the record for edit or view only.
- If a view includes the Links field, clicking it will open the Edit Record form for the record linked to the selected record.