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).

  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 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.

When You Select List View

Creating a list view Drag and drop the fields that you want to display from the list on the left to 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.

  • If you click Add All, all the remaining fields are added to the right of the fields that are already added.
    This allows you to add all fields with a single click, without needing to drag and drop 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.
    This is beneficial when you want to edit an already configured view, or when you want to reset the field order and start from the beginning. Screen after the Clear All button is clicked
  • You can reorder 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 Settings icon at the right of each field and select Delete. The screen that displays the "Delete" icon under the "Settings" icon

When You Select Calendar View

Calendar view

  • 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

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:
    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.
  • HTML:
    Use HTML5 to write HTML code for the view.
    The following tags are not required:
    JavaScript code cannot be used. If you want to use 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 and sorting, refer to the following pages.

Step 4: Save the View Settings

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

  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.