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Views

A View determines the way records are displayed within a table. Views allow different individuals and teams to have their own perspective on the same data in a table. Views define the following types of display characteristics:
  • 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.
Views do not affect the data to be included in the tables. This is controlled by a search. 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. The table view will refresh.

To create a new view...

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

To edit the current view...

  1. Select Views > Edit... or Views > Manage > Edit to open the View Wizard and edit the currently selected view.
  2. Make changes as necessary in the View Wizard, then press Finish.

To copy a view...

  1. Select Views > Manage...
  2. Select a view, 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 select the Edit icon.

To delete a view...

  1. Select Views > Manage...
  2. Select a view, then click Delete.

View Tips

  • 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.

Notes

  • 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.

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