1. Home
  2. Views
  3. Views: The View Editor

Views: The View Editor

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

View Editor: Settings Tab

These are general options for a view that can be changed.

View Editor: Settings Tab

 

Field Description
Title / Description
View Name Add or edit a description for this view.
Description Add or edit a description for this view.
General
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.
Formatting
Header Color Allows you to change to color of the view header, where the column title display.
Alternating Colors Display alternating colors on table rows. When enabled, you select ‘Color 1’ and ‘Color 2’.
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.

View Editor: View Columns Tab

These are general options for a view that can be changed.

View Editor

 

Field Description
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.

Displayed Columns 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 View Attributes list.

To remove a field (column) from the view, click on the X icon on the right end of the column tile.

View Editor: Filters Tab

You can further modify your view by applying sorting 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.

Field Description
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.

Field Description
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 that defines the values for the grouping next to the group label.
Show Count Show the number of records in that grouping next to the group label.
Click to remove the related sorting condition.

Filters

Filters reduce the number of records that display in a view by selecting only ones that meet the defined filter criteria.

Field Description
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: 

Text

  • equal
  • does not equal
  • blank
  • not blank
  • contains
  • does not contain

Numeric

  • greater than
  • less than
  • less than or equal to
  • greater than or equal to
  • equals
  • not equals

Date

  • before
  • after
  • equals
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.

Security (Who can see this view)

You can further modify your view by setting which roles will be able to see the view.

Field Description
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.

Demonstration Video

The following video outlines creating views:

Updated on June 5, 2019

Was this article helpful?

Related Articles