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Introduction to View

Feature Overview​

A view is the window through which a user views and manages data in a worksheet. It presents the target data according to different user roles or filters.

For example, for the Tickets worksheet, you can set the following 2 views.

  • Depending on the processing progress of the tickets, you can create two views: New and In Progress.
  • Depending on who is involved in the ticket, you can create two views, "Submitted by me" and "Assigned to me".

Components of a view​

  • Data presenting

    It supports 10 types of views such as Grid, Board, Details, Org, Calendar, Gallery, Map, Resources and Gantt view.

  • Data filtering

    You can set filters to show only the taarget data in the view.

  • Sorting of data

    Users have the option to set a default sorting method for displaying data in the view.

  • Record color

    Select a single-select field, and the color of the options is used as record colors, allowing for quick identification of records in the view.

  • Fields display

    If some fields do not need to be shown in the view, you can hide them, and the fields will not be shown when the record is opened in the view.

Tips:

  • Views can only be created by application administrators, and set which views are visible to members.

  • A worksheet has at least one view. Deleting or modifying the view does not affect the data in the worksheet.

10 Types of Views​

There are 10 types of views, including Grid, Board, Details, Org, Gallery, Calendar, Map, Resources, Gantt and custom plugin view.

  • Grid View

  • Board View

  • Org View

  • Gallery View

  • Details View

  • Map View

  • Calendar View

  • Gantt View

  • Resources View

  • Plugin View

    It is a user-developed view with no standard style. View more details

List of Views​

Below the view list, you can set whether the specified view is hidden in the navigation bar as well as in the PC or mobile app. Once hidden, the hidden view will not be visible in the corresponding worksheet, regardless of whether you are an administrator or not.

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