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You are able to create as many views for a table as you like. You, however, can have only one default view that will be used when displaying the list on related forms. You can add a new view using the Add View button, the Mark Default button to set a view as the default view, the Edit button to change the name of the view, the View Columns button to manage the view columns and filter, the Replicate button to create a copy of the view, and the Delete button to delete view.
By default, the system creates three views. An Active view that shows only records that have not been deactivated, an Inactive view that shows only records that have been deactivated, and an All view that shows all records.
The screen below will show when adding or managing view columns. You are able to configure a filter for the view and well as add any columns for the view by dragging and dropping from the field list on the right. You can also add information from related tables by changing the table source dropdown above the field list on the right.
You can remove columns by dragging from the view to the section on the right. You can also reorder the columns in the view by dragging and dropping to reorder them.
Click the Save changes button to apply them to the view. You will also need to publish the changes from the view list after clicking save, for them to show for users.
‘View Builder’ allows you to create the View using elements:
You can change the sequence of View Table column sequence by dragging and dropping.
By double clicking on the column value, you will be allowed to sort the column values in either ascending or descending order. The whole table will be sorted accordingly.
Add Rule: Follow the below steps to add the rule:
Step 1: Click on ‘Add Rule’.
Step 2: Select the current table fields from the dropdown.
Step 3: Select the ‘Rule Type’ from the dropdown to be applied for the selected field.
Step 4: Add the Conditional Value (if needed)
Step 5: Similarly, you can add multiple rules as shown below:
Step 6: Define either one of the following Rule Condition for the added rules:
AND
OR
Click on the ‘Save Changes’ to save the view. The new view will be added in the views listing.