Views determine the way records are displayed within a table, such as the fields that are displayed, row ordering and colors, layout, and the number of records per page. Views allow individuals and teams to have their own settings for the same table.
Creating and Editing Views
To create or edit a view:
- From a table's action bar, hover over the Views drop-down menu.
- Choose whether you want to create a new view or configure existing views:
- Select New to create a new view.
- Select Edit to edit the current view.
- Select Manage to display all the existing views you can edit for the table.
Fields Tab
Use the the Fields tab
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Contains the following configuration options:
to configure field and record display options.
- Select whether the selection checkboxes and different icons are displayed.
- Select the maximum
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- lines to display per record and per linked field.
- For each field, set its display options:
- Whether it's displayed at all
- Column width
- Cell link, or behavior when clicked
- Quick edit
- Right alignment
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If you cannot select the |
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Quick Edit column for a particular field, check the field's settings to ensure that it is enabled for quick edit. You may also need to check that your group permissions allow you to create Quick Edit views |
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Order/Colors Tab
Use the Order/Colors tab to select the order in which fields are displayed, as well as the row coloring and notification icons.
- Drag and drop fields into the left-right order you want. If you are editing an existing view, newly added fields appear to the far right.
- Click Set Row Coloring and Define Notification Icons to define row coloring, fonts, text highlighting, and icons. See Row Coloring and Notification Icons for more information.
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General Tab
Use the General tab to configure settings for the view.
- Provide a name for the view.
- Determine whether the view is deletable.
- Define a maximum and minimum view width, as well as a minimum field width.
- Choose how many records to display per page.
- Select whether cell borders are displayed.
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Apply Tab
Use the Apply tab to choose to which teams the view applies. This tab is only visible if you have permission to publish views to other users.
- Select whether to keep or change the current visibility settings for the view.
- If changing the visibility settings, choose which teams can see the view, as well as whether subteams and new teams can see the view.
- Select whether to keep or change the settings for which teams have the view as a default.
- If changing the default view settings, choose which teams have the view as a default, as well as whether subteams and new teams have the view as a default.
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Team membership affects default and available views:
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Troubleshooting
Known Issue: Disappearing or reappearing table borders
Showing borders around rows and cells in a view is one of the settings in the View wizard. However, a setting in the Look and Feel wizard can override the settings in a view. If you see borders but the view doesn't have borders applied, or if you don't see borders but the view does have borders applied, check the following setting:
- Go to Setup > Look and Feel.
- Click Power User Interface or End User Schemes to resolve the issue in the corresponding interface.
- Edit the look and feel scheme that is applied to the users experiencing the issue.
- On the Tables tab, check the settings under Table Border and Cells. The Table View Borders Visibility setting can override settings for all views.
Order tab
Here you drag and drop fields in the order you want them and define the row coloring if any desired.
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You can create a multi-row display by dragging fields onto a new line (below the current line). This is useful for fields such as "Solution" that may contain a lot of text. |
General tab
Allows you to provide a name for the view and control the number of records per screen.
Apply tab
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