Contents
Views
Updated
by Mike Nolan
Purpose
This article will help you understand what Views are and how they work.
What are Views?
Views provide users a quick method of displaying your object data in a standard configurable layout. Default configurations for filters, columns, sort options and time frames can be set by the Administrator that the user can manipulate to suit their individual needs.
With the appropriate permissions, users can also configure their own views, with either with a unique configuration, or based on the configuration of a pre-existing view.
Views will show 1000 records by default. This is to ensure your experience is as good as possible without compromising your access to the data you need.
How does it work?
Viewing Data
Data can be filtered by selecting an option from the VIEW combo box. These combo boxes are available on all of the Main object pages, (eg. Customer, Order, Job, Worker, Project). The various options across the top of the View pane allow the user to control the display of data for various common data themes, such as Time Period, Status and Assigned Resource.
Users can modify the displayed columns to better suit their needs by selecting the Columns button. Any changes here will persist while the user is logged in, or until the user chooses a different default configured view. Logging out or changing a view will reset the configured view back to it's default configuration.
Clicking on this button will present the user with a list of possible columns to display. Selecting or Deselecting the options will add or remove columns to the view.
and then click back on your screen to see the changes applied.
Filtering Views
Filtering on Views can be achieved by entering your required values in the Filter boxes and pressing Enter.
Selecting a value from one of the Static Filters will automatically refresh your view to show your selected data.
You can refresh your selection at any time by clicking the refresh icon
Exporting View Data
All views can now be exported by selecting an option from the EXPORT dropdown. You can export your views to CSV and XLS format.
Views are restricted to displaying the first 1000 results to ensure the user experience is uneffected. Using the export function will export all data available within the view. So in the case of a view showing 1000 of 5000 records, the Export function will export all 5000 records.
NOTE: Excel can only open files with a maximum row count of 64,000 when in .xls format. To export more than 64,000 records, use the CSV export option and then either Open or Import this file with a version of excel greater than Excel 2007.
User Defined Views – Profile Permitting
With the correct Profile permissions, Users can create user defined views that the creating user can see on login. Clicking the COG icon next to the Views dropdown
Will present the following options. Selecting Save will allow you to make changes to the existing View and save a personal copy of it. Using Save As will allow you to make a duplicate of the view as a personal view, with any changes that are appropriate for their specific use.
Selecting Save, or Save As will open the View Editor Screen where you can introduce additional columns, provide a name for the view, change column sizes and allow you to apply filters, sorting and rename the column headings
Make your changes and enter a new Name for your view, then click Save.
This article refers to Profiles and Views.
