Difference between revisions of "Features/Personal views"

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(Created page with "A View (also called list view) is a specific showing of a list of records from an Entity. Using the search and advanced search functions, you can choose to exclude records form the view using different parameters. The currently active parameters can be seen below the view. To save the parameters of a view for later reuse, select")
 
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A View (also called list view) is a specific showing of a list of records from an Entity. Using the search and advanced search functions, you can choose to exclude records form the view using different parameters. The currently active parameters can be seen below the view. To save the parameters of a view for later reuse, select
A View (also called list view) is a specific showing of a list of records from an Entity. Using the search and advanced search functions, you can choose to exclude records form the view using different parameters. The currently active parameters can be seen below the view. To save the parameters of a view for later reuse, click the 'Views' button in the functions menu and give the saved view a name in the text field. Initially this saved view is a Personal View, meaning that only you will have access to it. To make it a shared view, which every application user has access to, navigate to the back-end and

Revision as of 11:49, 6 September 2023

A View (also called list view) is a specific showing of a list of records from an Entity. Using the search and advanced search functions, you can choose to exclude records form the view using different parameters. The currently active parameters can be seen below the view. To save the parameters of a view for later reuse, click the 'Views' button in the functions menu and give the saved view a name in the text field. Initially this saved view is a Personal View, meaning that only you will have access to it. To make it a shared view, which every application user has access to, navigate to the back-end and