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4) Create and Edit a New View

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Estimated time: 5-10 minutes

Contents

Select a Project

First select a Project. If you do not have any Projects, view the first getting started guide for more information.

Create a View

In the Project Sidebar, click the + button near the top of the sidebar. The Create View modal is displayed where the new View can be configured.

  1. Select the "type" of View to create:
  • Project - display a number of Records, metrics, and graphs across the whole Project
  • Collection - display a number of Records from a selected Collection
  • Record - display a single Record from a selected Collection
  1. Select the kind of View to create within the selected type:
  • Project
    • Dashboard - display charts and metrics generated from data in the Project
  • Collection
    • List - display Records in a scrollable list, and choose which fields are displayed
    • Kanban - display Records in a Kanban board, and choose which field is used to group "cards" in "columns"
    • Grid - display Records in a spreadsheet-like grid
    • Calendar - display Records in a calendar, based on Date and Time fields
  • Record
    • Detail - display a single Record and any related Records, and choose the layout of the fields in the page
  1. For Collection and Record Views only, select the Collection to use as the data source for the new View
  2. Enter the Name of the new View
  3. (Optional) Customise the Description, Icon, and Colour of the new View
  4. Click Create View to create the new View

Edit the View

To edit the settings for a View, either:

  1. Open the View
  2. Click the View Settings button at the right-hand end of the View settings bar

or:

  1. Right click on the View in the Project Sidebar
  2. Click View Settings in the menu

The View settings modal will open where settings for the View can be edited. Depending on the type of View, different options are available:

The View edit options listed below are not exhaustive, please see the Views documentation for more options

All View types:

  • Name
  • Description
  • Icon
  • Colour

List View:

  • Edit which Fields are displayed in the View
    • Add a Field by clicking the + Add Field button
    • Reorder fields by dragging the field with the dragging handle
    • Replace a Field by selecting a different field in the Collection using the Field dropdown
    • Make a Field editable or not editable by clicking the "pen" icon button
    • Remove a Field from the View using the red "trash" icon button

Kanban View:

  • Select the Stacking Field which is used to group the Records into columns
  • Select where Records which are not assigned to any of the columns are displayed with the "Unassigned" Column dropdown
  • Select which Fields are displayed on the "front" of cards
    • Add a Field by clicking the + Add Field button
    • Reorder fields by dragging the field with the dragging handle
    • Replace a Field by selecting a different field in the Collection using the Field dropdown
    • Remove a Field from the View using the red "trash" icon button

Next

5) Create a new Field an existing Collection »


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