Views

Views and Grids

Views are created and managed from the individual entity records and are what define the columns in the grids for entities.

There are three main types of views:

Default: The default view will always be the view displayed when the entity icon is clicked on from the left navigation pane.

Associated: The associated view is the view that will be visible when a related entity is selected from a record form within an entity.

Custom: These are additional views that can be created and accessible from the 'Views' drop down box in the upper left of every grid.

Aside from view types, a view can also be configured to contain hyperlinks or as a calendar view.

Calendar Views

To define a calendar view, the administrator must check the box on the view making it a calendar view and select the 'Date' attribute that the calendar view will be sorted by.

Filters

Views can also can contain filter text that is appended to the view SQL statement allowing users to view their data in different ways. The 'Edit Filter' link on the view provides and interface for building your filter.