The view editor is where a developer can set the desired columns to display in the view and all the other view settings. As there are quite a few things you can define about a view, the View Editor is split into three tabs:
- Settings – General settings and color options
- Table Columns – Specify the data columns to display in the view
- Filters – Set security, sorting and filtering options
View Editor: Settings Tab
These are the general settings and color options for the view.
|View Editor: Settings Tab – Title & Pagination|
|Title / Description|
|Title||Edit the name of this view. This is the name users will see, so make sure it properly describes the view’s purpose or what it displays. Also, try to keep the name as short as possible so that it doesn’t take up too much room in the left side navigator when its displayed there.|
|Description||Add or edit a description for this view.|
|Infinite scrolling||By turning on this feature, pagination will disappear and you will see a “Load More” button at the bottom of the page. Note: When grouping is turned on, it defaults to infinite scrolling.|
|View Editor: Settings Tab – Preview Pane & Formatting|
|Preview Pane||Show the selected record side by side with the view, instead of opening over the view. You can pick how wide to display the record vs the view.|
|Hide Status||Toggle this option to hide the ‘Status’ from the preview pane|
|Enable Create||Allow users to create records from the preview pane|
|Mode||Start the preview pane in edit or view mode|
|Display Density||Select one of the three options: Default, Comfortable & Compact. With each step the amount of space around the view data reduces as does the font size used for the data. This allows you to display more on a page, though at a smaller size.|
|Header Color||Allows you to change to color of the view header, where the column title display.|
|Footer Color||Allows you to change to color of the view footer.|
|Alternating Colors||Display alternating colors on the rows of the view table. When enabled, you can select ‘Color 1’ and ‘Color 2’.|
|View Editor: Settings Tab – Default Value|
|Override Form Defaults|
|Target Field||The field that will be populated with the default value|
|Default Value||Default value for the field to show when creating new records|
View Editor: Table Columns Tab
This is where you can specify the data columns to display in the view.
|View Editor: Table Columns Tab|
|Name||To change the name of the view, click on the view’s name at the top right of the view editor. Once clicked, a pop-up dialog will appear allowing you to change the view’s name.|
|Available Fields Palette
|A list of the available form fields that can become view columns.
To add a field (column) to the view, select it in the Available Fields Palette and drag-and-drop it into the View Attributes list to the right. When you drop, try to place it in the correct location in the the View Attributes list.
|A list of the fields (columns) currently in the view. They are displayed in the order in which they will appear in the view.
To reorder the selected columns, simply drag-and-drop them within the Displayed Columns list.
To set additional properties for the column, click on the i icon. (See View Column Properties below for details)
To remove a field (column) from the view, click on the X icon on the right end of the column tile.
View Column Properties
This is where you can specify additional settings for a column in the view.
|View Editor: Column Properties|
|Override Field Name||Click on the toggle to allow a custom column name to be used.|
|Custom Name||The name that will display for this column in the view. (This custom name will not affect the name displayed in any other view that uses this same field/column.)|
|Column Width||Drop down that lets you select predefined width of the column from extra small to extra large|
|Alignment||Select how the data will be aligned in this column: ‘Left Aligned”, ‘Centered’ or ‘Right Aligned’.|
|Wrap Column||Select how to handle content overflow for the column|
|Column Specific Option
‘Display Date Format’
|Some field types will allow you to control how the information is formatted. In the example above, a date field was the one who’s properties were selected, and date fields have the shown four formatting options.|
View Editor: Filters Tab
You can further modify your view by applying sorting, grouping and filtering to the view. Filters allow you to restrict displayed records to those that match a specific criteria: e.g. Status field value is ‘Completed’. More than one filter can be applied to a view.
|View Editor: Filters Tab|
Default View Sorting
Default view sorting defines how the records in the view will be sorted when the view is first opened. The user can change the view sorting after that by clicking on the columns headers, or by clicking on the view options icon in the view header. (See the article Views: An Overview for an explanation and example of view sorting.)
|Search the field to sort by||To add a column sort to the view, click in this field and select the desired field from the list.|
|Field Name||Sort the view by the selected field.|
|Sort||Sort that view column in ascending or descending order.|
|Click to remove the related sorting condition.|
Default View Grouping
Default view grouping defines how the records in the view will be grouped when the view is first opened. The user can change the view grouping after that by clicking on the view options icon in the view header. (See the article Views: An Overview for an explanation and example of view grouping.)
|Pick a field to group by||To add a column grouping to the view, click in this field and select the desired field from the list.|
|Field Name||Group the view by the selected field.|
|Sort||Sort that view column grouping in ascending or descending order.|
|Highlight Color||Select the color used for the grouping highlight bar.|
|Show Label||Show the field name for this column directly above the value for each grouping. (As you usually group by values your users would immediately recognize, such as department, state or year, the ‘Show Label’ option isn’t usually needed.)|
|Show Count||Display the number of records in each grouping or sub-grouping.|
|Click to remove the related sorting condition.|
Filters reduce the number of records that display in a view by selecting only ones that meet the defined filter criteria.
|Field||Select the desired field to filter on. (Not all fields will show in the list. Special fields types such as Rich Text and Attachment will not be shown.)|
|Operator||Select the desired logical comparison operator. The displayed options are context sensitive to the type of field selected. Options include:
|Value (Text, Date or Number)||The value to be compared to. This field is also context sensitive to the type of field selected. If the field is a text or pick from list type of field the value will be a text entry, if it is date field the value will be a date picker, if the field is numeric the value will be a number entry, and if the field is the Status system field then the value will be the a List Selection field with the workflow stages in.|
|Uneditable||Enable to make the filter a fixed part of the view design. If the filer is not Uneditable, the application user will be able to override the filter while using the application. If it is Uneditable, the user will be able to apply additional filters, but not remove this one.|
|Click to remove the related filter.|
|Add an additional filter condition.|
You can control which export options to enable for your different views conveniently by toggling the different exports available.
|CSV Export||Toggle to allow exporting records as csv|
|Google Sheets Export||Toggle to allow exporting records as sheets|
|PDF Export||Toggle to allow exporting view as pdf|
|Allowed PDF Templates||Select the PDF template allowed to be exported|
Security (Who can see this view)
You can further modify your view by setting which roles will be able to see the view.
|Everyone in the App||Everybody who has access to the app will also be able to see this view.|
|Custom Roles||If Custom Roles is selected, you will see a list of the available roles in the application. Select the roles that should be able to see this view.
Note: If Custom Roles is selected and no specific role names are also selected, then nobody will be able to see the view.
The following video outlines creating views:
|Below are links to articles that cover how to adjust the design of a view while looking at it, using in-view editing:|
|Views: In View Editing|
|Below is the link to the view building part of the Building an Expense Reports App tutorial series:|
|Part 7 – Views|