Views Dashboard & Creating Views

Contents

Views

The view editor allows the developer to create any number of different views. Views show only the fields the developer selects, can filter records so that only those that match a specified field value are displayed, and can be set to display to only certain application Roles.

An App Designer can access the Views Dashboard, where they can create and edit App Builder views, by clicking on the Views button from the left side navigator.

Views Dashboard

The views dashboard shows all available views for the current application. An App Designer can create and update them from here.

Views Dashboard

Each view tile also has the following buttons:

Item	Description
Click on a Tile	Opens the View Editor with the selected view loaded, so that you can make design changes to the view.
	Edit – Opens the View Editor with the selected view loaded, so that you can make design changes to the view.
	Additional Options Menu – Featuring the following options.
	Info – Opens the view information panel on the right-hand side of the screen, containing basic form information and an audit history of design changes. (The Info panel is displayed in the example above.)
	Duplicate – Displays the right side information panel, with summary information about the currently selected view.
	Delete – Deletes the selected view from the application.

Creating a New View

To create a new view, click on the + New View button at the top of the View Dashboard.

New View Dialog

Item	Description
View Name	Enter the name of the new view.
Description	[Optional] Enter a description for the form, help clarify its purpose.
Select Form	Select the form whose records should display in this new view.
View Type	Select either: Table, Calendar or Kanban.
Cancel	Click to close the dialog and cancel the new form creation.
Create	Click to close the dialog, create the new form, and be taken to the form designer with the new form loaded.