Creating Views

Create Views to view your data in each of your apps. You can create List, Calendar, and Custom Views:
  • List views display one or more fields from your form in columns.
  • Calendar views show a calendar with records associated with certain days.
  • Custom views provide a space to enter custom HTML code. 

Creating a List View: 

  1. Within an app, click the Gear wheel Screen_Shot_2017-07-19_at_9.43.03_AM.png on the right.
  2. Click the Views tab. 
  3. Click the Plus sign plus on the right.
  4. Enter a Name for your view.
  5. Select List view.
  6. On the left are all the fields on your app's Form.
  7. Drag desired fields from the left, to the right open space.
    • The field opens into a column placeholder, with the field name as the column heading at the top. This column will display data from this field in your app.
    • To change the column order, drag a column to the left or right.
    • To delete a field, click the Options icon in the column heading and select Delete 
  8. Under Filter and Sort, apply conditions to display certain records in your view, and display them in a designated order. See Filtering and Sorting Records below.
  9. To delete a view, click  the top right.
  10. Click Save.
  11. Click Update App.
  12. Locate the new View in the drop-down list on the left within your app. 
 
Creating a Calendar View: 
 
  1. Within an app, click the Ellipses Options icon on the right.
  2. Select Change App Settings.
  3. Click the Views tab. 
  4. Click the Plus sign plus on the right.
  5. Enter a Name for your view.
  6. Select Calendar view
  7. In Date Field, select a date field from your app. This is the date the record will appear on in the Calendar.  
  8. In Title Field, select a field from your app to use as the record title. This field determines the value that is displayed on the calendar.
  9. Under Filter and Sort, apply conditions to display certain records in your view, and display them in a designated order. See Filtering and Sorting Records below.
  10. Click Save.
  11. Click Update App.
  12. Locate the new View in the drop-down list on the left within your app. 
 
Filtering and Sorting Records:
 
Use the Filter and Sort section to filter and sort records displayed in views. 
  • To display only records that meet a certain criteria, select a field from the Filter list. Specify the conditions that must be met to display the records.
  • If you select a user field, you can use the select Users, Groups, or Departments as filtering criteria. You can also select Logged-in user or Priority Department as filtering criteria. If you select Priority Department, the app displays all records assigned to members of the logged-in user’s priority department. 
  • Click Add to add a second field to filter by. Select whether to display records when All conditions are met, or when Any conditions are met. 
  • Use the Sort by section to specify a field to sort the records by, in descending or ascending order. 
  • To delete a filter or sort, click the Delete icon.
  • To delete all added filters and sort fields, click Clear All.

 

To Reorder Views:

  1. Within an app, click the Ellipses Options icon on the right.
  2. Select Change App Settings.
  3. Click the Views tab.
  4. Click and hold the Drag & Drop drag and drop icon and drag it to the desired position.
  5. Click Update App.
 
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