Views

Content:

1. Creating views
2. View tiles

Creating views

Views allow you to filter lists and narrow down displayed records to see only the most needed data. It doesn’t matter on which list you create a view, you can customize them all.

To create a view, click on the three dots next to the list of views and choose New view.

A view has to be named and can have a description that will be displayed above the list.

Second step is about choosing the view criteria, which means creating filters that will let the platform know what you want to see. On different lists you will be able to choose from different filters, but creating them always works the same way.

You need to choose a field that you will filter by and then choose its value. For example you may want to see only results that have status equal to finished, you’re not interested in unfinished or not started elements at the moment.

You can of course use many filters. If you want to filter by the same field use connection rule “OR”. For example, if you want to see results from trainings and tests, create these two filters and then let the platform know that you want it to use filter one OR filter two, because there are no elements that are both trainings and tests.

In the third step you can group displayed records. You can gather them under different headers.

The fourth step allows you to choose columns that will be displayed in your view. On the right side you can see columns that are already visible and on the left side you can see columns that you can add to your view. Move them left and right and then up and down to put them in the right order.

Records displayed in the view can be sorted any way you like.

The last step is a decision if anyone else can use this view. It can be visible only on your account or visible to everyone that has access to this list.

Save the view and you can use it right away, it’s visible on the list of views.

Every view can be exported to an Excel file. Just click on three dots next to the list of views and choose Export.

View tiles

You can create a tile on the main page out of every view on the platform that’s visible to everyone.

To start, choose a view and click on three dots by its name. Choose Edit view and go to the Main page tile tab.

First you need to decide if you want this view displayed as a tile. If so, you can further decide if it will always be visible or only when it contains data..

Then you need to choose a section that will contain your tile and you need to decide who will see your tile - everyone or some specific groups of users.

In the second part you can set the appearance of the tile. You can decide what text will be displayed on the tile or if the number of records will be visible.

You can also change colors or icons.

Save the tile and it will become instantly visible on the main page.