People Help

Create & Customize Views

Views are the grid collection of records. It displays the various fields available in a form and the data populated for it.

Note

  • The tabular section fields will not be displayed in the list view.

Access Default View

For every forms, a default view is provided which will display the complete set of records added to the form.

To access the default view, please follow the steps below.

  1. Log in as Admin.
  2. Go to the 'Organization' tab.
  3. Click 'Employee' form.

Create New View

A new view can be created for a form, by specifying some criteria/conditions, which will only display the records that matches the criteria.

  1. Log in as Admin.
  2. Go to the 'Organization' tab and click 'Employee' form.
  3. In the 'Views' section, click on + symbol to create a new view.
  4. Specify the view name.
  5. Expand the 'Specify Criteria' section.
  6. Fill out the condition, using the form's field.
  7. Click 'Save'.
  8. Set the view permissions as required.
  9. Use the 'Sort' and 'Group' options as required.
  10. Select the fields for the view.

Customize View

Customize View option can be used to enable/ disable the fields available in the view and to re-arrange the order of the fields. This option can be selected by clicking on the icon for the default views.

Perform record related actions in the View

How do I add record?

  1. Log in as Admin.
  2. Go to the 'Organization' tab and click 'Employee' form.
  3. Click 'Add Record'.
  4. Populate the values for the fields.
  5. Click 'Save' to submit the record.
  6. Click 'Save & New' to submit and add a new record.

How do I edit record?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Scroll your mouse over the user record that is to be edited.
  4. A tiny 'Settings' icon will appear on the left side next to the employee photo.
  5. Click 'Edit'.
  6. Modify the fields.
  7. Save the record.

How do I view record?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Click on the intended record to view the record details.
  4. You can also, hover your mouse over the record and click 'View' option.

How do I delete record?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Hover your mouse over the record and click 'Delete' option
  4. Mark the record and select the 'Delete' option at the list view header.

Note:

  • For all the forms(Except Employee form), you can do a bulk delete of records if the approval proces and the mail alert is not configured for Delete action.

How do I view audit history?

To view the audit history, first the required fields of the form must be modified to hold the Audit Information.

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Click 'Forms and Tabs'.
  4. Form Customization page will appear on your screen. Click the intended form.
  5. Hover your mouse over a specific field for which the audit option is to be enabled.
  6. Click 'Edit this field'.
  7. Click 'Options'.
  8. Under the option 'Audit' click 'Enable Audit for this field' to enable it.
  9. Click 'Done' to save the changes.

Once the audit option is enabled for the required fields, the history can be viewed by following the steps below.

  1. Log in as Admin.
  2. Go to the Organization tab and click 'Employee' form.
  3. Scroll your mouse over the particular record.
  4. A tiny 'Settings' icon will appear on the left side next to the employee photo.
  5. Click 'History' to view the history details..

How do I print record?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Hover your mouse over the particular record.
  4. Select 'Print' option.
  5. Click on 'Print' in the record page.

How do I import data?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Click 'More Actions'.
  4. Click 'Import Data'.
  5. Browse the file(Excel / CSV file) from your computer that you want to import.
  6. Click 'Import File'.
  7. Map the fields in the form and the columns in the excel.
  8. Click 'Next'.
  9. Confirm the mapping and click 'Import'.

How do I export data?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. Click 'More Actions'.
  4. Click 'Export Data'.
  5. Choose the file format (Excel / CSV file).
  6. Include the tabular section data if required.
  7. Click 'Export'

What are the default views?

  1. Navigate to the form's listing page.( Eg. Organization → Employee)
  2. Select the form's default view (like Employee View)

How do I create new view?

  1. Log in as Admin.
  2. Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  3. In the 'Views' section, click + symbol to create a new view.
  4. Specify the view name.
  5. Expand the 'Specify Criteria' section.
  6. Fill out the condition, using the form's field.
  7. Click on 'Save'.
  8. Set the view permissions as required.
  9. Use the 'Sort' and 'Group' options as required.
  10. Select the fields for the view.

How do I customize View?

Customize View option can be used to enable / disable the fields available in the view. This option can be selected by clicking on the icon for the default views.

How do I delete a view?

Unused views can be deleted by clicking on the X icon for the created views.

Access Records based on permission

In the view, the records are displayed based on the permission set for the login user's role for a form.

  • All Data- This option is applicable for the users who have access to all the data of a form
  • Team Data- This option will be applicable for users who have permission to view their subordinates data for a form.
  • My Data - This option will be applicable for users who have permission to view only their own records of a form.

Delete View

The unused views created can be deleted by following the steps below.

  • Log in as Admin.
  • Navigate to the desired form. Say for example, go to the 'Organization' tab and click 'Employee' form.
  • Delete the view created by clicking on X icon .

Note:

  • The default views provided cannot be deleted.

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