Configuring Views

Article Number:040612

You can create and configure a record list view. For example, you can select the fields displayed in the view, specify filter conditions for records, and so on.

The following are the steps to configure a view.

STEP 1: Set a View Name

  1. Click the app settings button Settings button at the upper right of the "View" screen and select the Views tab.
    The App settings button

  2. Click the button to create a view Image.
    Image

  3. Enter a view name in the Name section.
    Specifying a view name Proceed to Step 2.

Step 2: Specify the Display Format of the View and the Fields to be Displayed

Specify the display format in the Visible Fields and Column Order section.
To create or edit a custom view, Kintone administrative permission is required. If a user does not have the Kintone administrative permission, the Custom view button is not displayed in the Visible Fields and Column Order section on the view setting screen. Visible Fields and Column Order When you have configured the display format, proceed to Step 3.

When You Select List View

Creating a list view Drag and drop the fields that you want to display, from the left list to the right area.
Fields are displayed in the "View" screen, in the order that they are listed in the right area.

  • If you click Add All, all the remaining fields are added to the right side of the fields that are already added.
    This allows you to add all fields with a single click without dragging and dropping the fields one by one. Screen indicating that all fields are added after the Add All button is clicked
  • If you click Clear All, all the fields already added are cleared.
    If you want to change already configured views, or if you want to reorder fields, you can clear all the already added fields, and then select them again. Screen after the Clear All button is clicked
  • You can change the order of already added fields by dragging and dropping them. Screen where fields are being reordered with a drag-and-drop operation
  • If you want to clear already added fields one by one, click the setting button Setting button and select Delete. Screen that displays the Delete button under the setting button

When You Select Calendar View

Calendar view

  • Date:
    Select the field in which a date that is used to display a record is to be specified.
    Records are displayed in Calendar based on the date or the date and time entered in the field.

  • Subject:
    Select the field to be used to display a title on the calendar.
    You can select the following fields:

    • Record number
    • Text
    • Text area
    • Rich text
    • Attachment
    • User selection
    • Department selection
    • Group selection
    • Created by
    • Updated by
    • Assignee
    • Number
    • Calculated
    • Link
    • Lookup

When You Select Custom View

Custom view

  • Use This View in:
    Select Both Desktop and Mobile-optimized views or Desktop view only.
  • View ID:
    Displays the auto-assigned ID of the list.
  • Enable pagination:
    Shows or hides the pagination.
    By default, Enable pagination is selected and the pagination appears. If the Enable pagination is selected, the system retrieves record information when the custom view is selected.
    If you deselect the check box, the record information cannot be retrieved from the event object at showing the record list.
  • HTML:
    Use HTML5 to write HTML codes for the view.
    The following tags are not required:
    <html>
    <head>
    <body>
    JavaScript codes cannot be written. When you work with JavaScript, use the JavaScript and CSS customization feature.

STEP 3: Configure Conditions for Records to Be Displayed in a View

If necessary, filter the records to be displayed in the view.
For details on filtering or sorting, refer to the following pages.

STEP 4: Save View Settings

  1. Click Save on the upper left side of the screen. Specifying a view name

  2. Click Update App on the upper right side of the screen.

You have successfully created a view.