Add a Product Table View

This page provides a guide to creating a Table view.

In the product’s system setup component, select Table from the Manage menu to display the Create Tables List.
Search for the table against which the Form view will be assigned.
Click the View button to display a listing of pre-existing record views

Click the Add view button to display the view design canvas.
Build the structure of the record view. You will observe that, when loading the record view canvas, it is prepopulated with a collection of view columns.

Record view filter

Click the Add Rule or Add Group
Select the field that will be used within the filter
Select the Criteria rule
Specify the value that will be used to determine the display of records within the view

Tidy the default record view

Drag from the canvas any default columns that are not needed for reporting within the record view. These will drop to the bottom of the field listing displayed on the right side of the view design canvas.

Define the Fields

Either drag and drop fields from the current table displayed or select the table and drag and drop fields from the linked table onto the column layout within the view design canvas.
To position fields into the correct column order, drag and drop to the left.
Click the Add view button to display the view design canvas.

Within the view name field, input the name of the view that will be written into the database.
Within the Display name field, enter the name of the view to be presented to the system user via the UI.
Within the description field, enter a brief narrative of the view's purpose.
Click the SAVE CHANGES button to return to the table form list.
From the record view list, click the Publish button to make the view accessible through the record view drop-down list.