Configuring Views

Article Number:040612

You can create views and configure their settings to meet your needs. For example, you can select the fields to be displayed in a view or specify record filter conditions.

The following are the steps to configure a view.

Step 1: Set a View Name

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the app's "View" screen), then click the Views tab.
    The "App Settings" icon

  2. Click the Add new view icon (the plus sign-shaped icon at the right of the screen).
    Screenshot: Image

  3. Enter a view name in the Name section.
    Screenshot: Entering a view name Proceed to Step 2.

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

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

If you select "List view"

Screenshot: Placing a field in a list view's settings

Place the fields that you want to be displayed on the "View" screen.
To place fields, drag them from the list on the left side of the screen and drop them in the area on the right.
Fields are displayed on the "View" screen in the order that they are listed in the area on the right side of the screen.

  • If you click Add All, all of the remaining fields will be added to the right of the fields that are already placed.
    This allows you to add all of the remaining fields with a single click, without needing to drag and drop the fields one by one. Screenshot: The "Add All" button on the View settings screen is highlighted
  • If you click Clear All, all of the fields that have been placed will be cleared from the area on the right side of the screen.
    This allows you to start placing fields again from the beginning, which can be beneficial when you want to edit an already configured view or reset the field order. Screenshot: The "Clear All" button on the View settings screen is highlighted
  • You can reorder placed fields by dragging and dropping them. Screenshot: Changing the order of fields on the View settings screen
  • If you want to remove placed fields one by one, click the Settings icon at the right of each field and select Delete. Screenshot: The "Delete" icon is displayed on the View settings screen

If you select "Calendar view"

Screenshot: "Calendar view" is selected on the View settings screen

  • Date Field:
    Select a field for specifying the date on which a record is displayed.
    Records are displayed on the calendar based on the date or datetime entered in the field.

  • Title Field:
    Select a field for displaying 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

If you select "Custom view"

Custom view

  • View ID:
    Displays the auto-assigned ID of the list.
  • Use This View in:
    Select Desktop view only or Both Desktop and Mobile-optimized views.
  • HTML:
    Use HTML5 to write HTML code for the view.
    The following tags are not required:
    <html>
    <head>
    <body>
    JavaScript code cannot be used. If you want to use JavaScript, use the JavaScript and CSS Customization feature.
  • Enable pagination:
    Show or hide the pagination.
    By default, Enable pagination is selected and the pagination appears. If Enable pagination is selected, the system retrieves record information when the custom view is displayed.
    If you deselect the checkbox, it will not be possible for record information to be retrieved from event objects of an Onload Event.

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 and sorting, refer to the following pages.

Step 4: Save the View Settings

  1. Click Save at the bottom right of the screen. Screenshot: The "Save" button on the View settings screen is highlighted

  2. Click Update App at the upper right of the screen.

  3. On the confirmation dialog, click Update App.

You have successfully created a view.