Configuring Views

You can create record views, and specify fields to display or conditions for filtering records.

Follow the steps below.

STEP 1: Set a View Name

  1. Click the setting icon Setting icon on the upper right side of the record view. Image

  2. Click the "Views" tab.

  3. Click the icon Image to add views
    Image

  4. Enter the view name in "View Name".
    Input view name Proceed to Step 2.

STEP 2: Select a Display Format for the View

Specify the display format with "Visible Fields and Column Order". Display format of record view When the display format is configured, proceed to Step 3.

List view

Create 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 bulk added to the right side of the already added field.
    You do not need to drag and drop fields one by one. Instead, you can bulk add all fields.
  • If you click Clear All, all the already added fields 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.
  • You can change the order of already added fields by dragging and dropping them.
  • If you want to clear already added fields one by one, click the setting icon Setting icon and select Delete.

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.

Custom view

Customized 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 appears.
    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: Set Filter for the View

Filter the records to be displayed in the record view, as necessary.

  1. Refer to the following pages to set the filter.

STEP 4: Save View Settings

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

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