Index
Speaking of creating view...
The views are used to display the content of a list in the each user's Home page. This is a dynamic way of displaying a table and its content for the users. It is possible to select only the fields that need to be viewed, and it is also possible to add filters to the results, so only the data really needed are displayed.
E.g.: The Users list has the following fields: Name, E-mail, Extension, ID, CPF and Home Address. The administrator has received a call to add this list to platform’s Home; however, some fields cannot be displayed due to the exposure level of the users entered. Because the ID, CPF, and Home address field data are personal. So the administrator creates a new view for the Employees list; but only Name, Extension and E-mail field data are displayed. The users' personal data will not be shown, so platform users will always have a list of contacts with extension and e-mail updated.
Create view
01. In the Lists feature, check the Create View option, located below the More menu.
o display the More menu content, it is necessary to activate it, so the Create View option will be displayed as well as other options.
02. Select the list you want to create the view.
03. Click Create View.
04. On the Create View screen, enter the new view name.
05. Enter the description.
06. Select the order you want the column to be displayed.
07. Choose a field so the values can be grouped.
Choose the field that identifies the departments in the company so data can be grouped by their departments.
08. Click Add a Filter.
A view allows you to filter how data will be displayed.
Example: Display only values equal to Joseph in Name field.
- Select the Name field.
- Select the filter type is equal to.
- Enter the value: Joseph.
09. On the Filter Creation screen, select the desired field.
10. Select the desired filter type.
11. Enter the value for the filter.
12. Click Save.
13. Edit a filter.
Change the settings required for a filter already existing.
14. Select the filter you want to edit.
15. Click Edit Filter.
16. On the Filter Edition screen, change the field, if necessary.
17. Change the filter type, if necessary.
18. Change the value, if necessary.
19. Click Save.
20. Remove a filter.
For determined views, some filters are unnecessary after a period. Filters that are not applied anymore can be removed from the view.
21. Select the filter you want to delete.
22. Click Remove Filter.
23. If necessary, click View to check how your view is.
24. Click Save.
Edit view
01. In the Lists feature, check the Edit View option, located below the More menu.
To display the More menu content, it is necessary to activate it, so the Edit View option will be displayed as well as other options.
02. Select the list that contains the view you want to edit.
03. Click Edit View.
04. On the Edit View screen, select the desired view.
05. Click Edit.
06. On the Edit View screen, enter a new name for the view.
07. Enter the description, if necessary.
08. Select the order you want the columns to be displayed, if necessary.
09. Choose a field so the values can be grouped, if necessary.
Choose the field that identifies the departments in the company so data can be grouped by their departments.
10. Click Add a filter, if necessary.
A view allows you to filter how data will be displayed.
Example: Display only values equal to Joseph in Name field.
- Select the Name field.
- Select the filter type is equal to.
- Enter the value: Joseph.
11. On the Filter Creation screen, select the desired field.
12. Select the desired filter type.
13. Enter the value for the filter.
14. Select the desired field.
Only one field can be changed at a time.
15. Click Save.
16. Edit a filter.
Change the settings required for a filter already existing.
17. Select the filter you want to edit.
18. Click Edit Filter.
19. On the Filter Edition screen, change the field, if necessary.
20. Change the filter type, if necessary.
21. Change the value, if necessary.
22. Click Save.
23. Remove a filter.
For determined views, some filters are unnecessary after a period. Filters that are not applied anymore can be removed from the view.
24. Select the filter you want to delete.
25. Click Remove Filter.
26. If necessary, click View to check how the edition is from your view.
27. Click Save.
Remove view
01. In the Lists feature, check the Remove view option, located below the More menu.
To display the More menu content, you need to press it, so the Remove view option will be displayed as well as other options.
02. Check the list that contains the view you want to delete.
03. Click Remove View.
04. In the Remove view screen, select the desired view.
05. Click Remove.
Please note!
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.
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