Views
Why am I prompted to Create a Default View?If a grid does not have a default view, you will see a pop-up message asking you to create a default view. Click the "+"to open the view builder and select the columns (or fields) of data you would like to see on your grid for a default view. In the View Builder you can simply c…Creating a View with the View BuilderA grid View can be created two different ways, either directly through the Grid or using the View Builder. This article will focus on building a new View through the View Builder. The View Builder will allow you to easily setup all the aspects of a View without load time of your…How to create a new view directly on a gridA grid view can be created two different ways, either directly through the grid or using the View Builder. This article will focus on building a new view directly on the grid. On the grid you have a variety of options to manipulate the columns on grid and what data is shown. Jus…Editing a ViewLike creating a new View, you can also edit an existing View either directly on the grid or within the View Builder. Ensure you have the desired View selected on the left-hand side bar. It should be highlighted in with a light gray box around the name when selected. As you make…Renaming a ViewTo rename a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option called, “Rename.” Clicking that menu option will then launch a dialog box allowing you to edit the name of that View and cli…Saving a ViewTo rename a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option called, “Rename.” Clicking that menu option will then launch a dialog box allowing you to edit the name of that View and cli…Saving a View with a New Name – “Save View As”To save a View with a new name, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option called, “Save View As.” Clicking that menu option will then launch a dialog box allowing you to enter the nam…Clearing a ViewIf at any time you wish to remove all the Filters, Sorts, or Quick Queries from a View you can click the red “Clear View” text button that appears directly above the “My Views” section on the left-hand side bar. When doing this you will also notice that the highlight on your Vie…Deleting a ViewTo delete a View, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option called, “Delete View.” Clicking that menu option will then launch a dialog box asking if you are sure you wish to delete th…Setting a View as DefaultYou can select which View should be set as the default. The default View will be what is applied to a grid each time you navigate to it. To set a view as the default click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu…Sharing a ViewIf you wish to share a view with other Users, you canclick the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option called, “Share View.” Clicking that menu option will then launch a dialog box asking who…Receiving a Shared ViewOn the left-hand side bar under the Viewssection you will see the My Views title with each of your custom views listed below. If you have had any views shared with you, you will also see a Shared Viewstitle. Here you will see any view shared with you by other users. When navigat…View LibraryOn several of the main grids when you launch the View Builder you will see a new section on the left hand side bar called, “Views Library”. Under this section you will find a variety of canned Views created by our expert team that can make it easier for your to create your own v…