Columns View
How Do I Create a Columns View
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Before starting you must read and follow the instructions in the New View help page. |
The following page details how to create a Column View. You can use a Column View to contain other views such as a List View or a Count View. Below is an example of a View broken into Columns.
1. Select ‘Columns’ from Layout Views.
2. You now need to set the number of columns you wish to have in your view and set their size
a.First click on Number of Columns and select a value (you are able to create up to 4)
b.Choose the size for each column (A value of 0 sizes automatically)
c. If you wish to make your columns resizable check the box and select a Resize Method.
3. The last step is to enter the Views you wish to be displayed in your Columns. This is done in the Views section at the bottom of the panel. By pressing the ‘Add View’ you can select the amount of views needed (This will be the same number of Columns set in Step 2b)
a. Clicking in the ‘View’ field allows you to select a View by searching by name, select from a list or create a new view.
b. Select if the View requires taking context (For more on Context read the 'Context' help file). You can also select to render the view only with context. If context is not required select ‘None’. You can also set a Specific Context Relationship for the views
c. Repeat Step 4 until you have the appropriate number of Views for your Columns
4. Click Save to finish.
How Do I Place a View in a Card?
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This can only be done within a Column View. Placing a view on a card is a great way to draw attention to a view within another view e.g. a table. You can also use cards to create a dashboard-style view. |
An example of using a card view to create a dashboard
1. In the 'Columns Configuration' tab of a Columns View configuration panel select 'Card Style'
If you wish to hide the vertical border lines between cards select 'Hide Lines
2. Now every View within each column will be displayed on a card
You will need to make sure the View that is displayed on a card has a different color background to the background color of the View containing it.
Rows View
How Do I Create a Rows View
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Before starting you must read and follow the instructions in the New View help page. |
The following page details how to create a Rows View. You can use a Row View to contain other views such as a Table View or Diagram. Below is an example of a View broken into Rows.
1. Select ‘Rows’ from Layout Views.
2. You now need to set the number of rows you wish to have in your view and set their size
a.First click on Number of Rows and select a value (you are able to create up to 4)
b.Choose the size for each Row (A value of 0 sizes automatically)
3. The last step is to enter the Views you wish to be displayed in your Rows. This is done in the Views section at the bottom of the panel. By pressing the ‘Add View’ you can select the amount of views needed (This will be the same number of Rows set in Step 3b)
a. Clicking in the ‘View’ field allows you to select a View by searching by name, select from a list or create a new view
b. Select if the View requires taking context (For more on Context read the 'Context' help file). You can also select to render the view only with context. If context is not required select ‘None’. You can also set a Specific Context Relationship for the views
c. Repeat Step 4 until you have the appropriate number of Views for your Rows
4. Click Save to finish.
Tabs View
How Do I Create a Tabs View
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Before starting you must read and follow the instructions in the New View help page. |
The following page details how to create a Tabs View. You can use a Tabs View to contain numerous other views, the views contained can be either Layout or Collection Views. Below is an example of a Tabs View.
1. Select ‘Tabs’ from Layout Views
2. Next you need to select the Views you wish to be displayed in each of your Tabs. This is done in the Views section at the bottom of your new view panel. By pressing the ‘Add View’ you can add additional panels.
a. Clicking in the ‘View’ field allows you to select a View by searching by name, select from a list or create a new view.
b. Select if the View requires taking context (For more on Context read the Context help file). You can also select to render the view only with context. If context is not required select ‘None’. You can also set a Specific Context Relationship for the views
c. Repeat Step 3 until you have included all of your Tabs
3. Click Save to finish.
How Do I Add a Tab to a Tab View?
Through the configuration mode
1. Go to the view you wish to add a tab to
2. Click on the pen icon in the top right to enter configuration mode
3. In a Tab View you will see a button ‘Add View to *view name*’, click on that button to Create a new tab.
4. Click in the View field to either select a View or click the blue + button to create a new view (For more on how to create a new view please visit the New View help file)
5. Once you have selected your view you need to select if it requires context
6. Finally, click ‘ADD’ in the bottom right corner of the panel to add your view
Through the configuration panel of the Tab View
1. When in the configuration panel for a Tab View scroll down to Views.
2. Click on the blue ‘Add View’ button to bring up a new blank view form
3. Click in the View field of the new form to either select a View or click the blue + button to create a new view (For more on how to create a new view please visit the New View help file)
4. Once you have selected your view you need to select if it requires context
5. Once you have finished adding your view click the blue ‘Save’ button in the bottom right corner of the screen.
Accordion View
How do I Create an Accordion View?
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Before starting you must read and follow the instructions in the New View help page. |
The following page details how to create an Accordian View. You can use an Accordian View to contain other views in an expandable panel. Below is an example of an Accordian View that contains multiple Details Views.
1. Select ‘Accordion’ from Layout Views.
2. Next you need to select the Views you wish to be displayed in each of your collapsible panels. This is done in the Views section at the bottom of your new view panel. By pressing the ‘Add View’ you can add additional panels. The most common use of the Accordion View is using the Details layout (For more information on how to create a Details view please visit the Details View help file
a. Clicking in the ‘View’ field allows you to select a View by searching by name, select from a list or create a new view
b. Select if the View requires taking context (For more on Context read the Context help file). You can also select to render the view only with context. If context is not required select ‘None’. You can also set a Specific Context Relationship for the views
c. Repeat Step 4 until you have included all of your panels
3. Click Save to finish.