Views

Content:

1. Creating views
2. View tiles
3. Creating views in Results

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 activities that happened yesterday, you’re not interested in any other 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 activities from yesterday and today, 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 activities that happened simultaneously yesterday and today.

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.

Creating views in Results

Creating views in Results is much simpler than creating views on other lists.

Once you define the view type as default, you can choose who will have access to it. It can be just you, anyone who can access the list of results or specific groups of users.

You have to name the view, you can also add a description that can be displayed above the list of results.

In the next step you can choose fields that you want or don’t want to see on your list. Just move them from left to right and the other way around.

Now you have to add filters. Out of all results on the platform you can choose some specific ones. For the result to be included, it must meet all the conditions in at least one condition group.

Results on the list can also be grouped and sorted.

At the end click Create and your view is ready to use.