Table View

Please note that each view can bring up to 10,000 records on the screen; otherwise, it may significantly slow down your browser performance.

To create a table view, select the Table option from the list of view types and click Next. The system will display the Table View form comprising the sections described below.

General Properties

Name

Enter a name for a new table view.

Notes

This field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Icon

This option allows you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.

In the User mode, the icon will appear to the left of the view name listed in the left menu of the table.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.

Matching Properties

Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

• All records: select if you want to include all records in the view;
• Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
• Custom formula: select if you want to enter a custom formula and add the formula to the expanded field.

Grouping Properties

Grouping

In this section specify how the displayed records should be grouped.

• No grouping: select if you do not want to group records at all;
• Custom grouping: select if you want to set specific grouping rules and sorting order, and use the expanded drop-down lists to specify grouping criteria and order.

Grouping options are expounded in the Grouping item.

Sorting Properties

Sorting

This section is intended to set the sorting order for the records in this view.

• Default sorting: select if you want to sort records by default settings. Moreover, there is the Edit Default Sorting button allowing you to change the sorting of the Default View.
• Custom sorting: select if you want to set a specific sorting order. Use the expanded drop-down lists to define sorting criteria and order.

Moreover, TeamDesk users can apply a custom sort order by clicking column headers. To reset custom sorting to the default view sorting, click the Customize button in the view header and press the Reset button.

Columns To Display

Columns

This section allows you to select columns displayed in this table view.

• Default columns: select if you want to use the default set of columns. In this case, the Edit Default Columns button will be displayed. It allows selecting and reordering columns of the Default View.
• Custom columns: select if you want to use a specific set of columns for the new view. The system will expand a form to select the necessary columns. In the Search Available Columns field type-in a column name and select this column in the field below. After that click Add (Tip: Hold CTRL to select multiple columns or deselect a selection). Use the group of buttons to the right of the form to change the order of columns in the view.

TeamDesk automatically determines column alignment based on the data type. Text aligns to the left, while numbers, dates, and times align to the right. This behavior is predefined and cannot be customized.

Advanced Options

The Advanced options section is intended to specify additional options.

Allowed actions

From the list, select what actions will be applicable to the records, and the corresponding buttons will be displayed in this view:

• New;
• Edit;
• View;
• Delete;
• Inline Edit: check this option to allow inline edit mode per table view;
• Mass Delete: Use this option if you plan to delete many records at a time. As with other mass-actions, when the Mass Delete is checked, TeamDesk renders the Delete button in a view’s header and checkboxes to mark the records.

Rows to display

In the Rows to display field, you can specify the number of rows that will be shown in the table view (use whole numbers only).

Row Colorization

If you want to highlight certain rows, select the Colorization Formula checkbox and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Enable RSS feed

Select the Enable RSS feed checkbox if you want to enable an RSS feed for the view.

Enable Embedding

This option allows you to copy/paste a simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help

When this text property is filled in, a view page displays a small dropdown titled "Help" just under the tab bar. When the user clicks it, it extends downward, displaying the text you’ve entered. Help text is formatted using markdown.

When finished, click Save to save changes or click Cancel to discard.

Customize columns

Every Table View includes the Customize button in the User Mode. This option is displayed in the right top corner of a table view. Each user can hide/display any columns included in a view if these columns are accessible (viewable) for this user.

To hide or display columns in a table view, click the Customize button. This will display a popup form with the column list; check or uncheck the columns you need and click the Update button. To restore the default column visibility and sorting, click the Reset button.