Headline

Like summary views, headlines allow you to display aggregated values, but they provide a more visually appealing presentation.

Headline View Example

The key difference between headlines and summaries is that for a headline, you can provide a "reference point" - a value to compare the calculated value to. In this case, the headline displays up or down arrows based on the comparison result and highlights the value with red or green depending on whether the higher value is better or worse.

To create a Headline View, select the Headline option from the list of view types and click Next. The system will display the Headline View form comprising the following sections:

General Properties

Headline View General

Name: Enter a name for the new headline 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 the 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 based on their roles, select the Restrict access right by role checkbox and choose which roles will have access to this particular view.

Matching Properties

Headline Matching

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.

Ask the User

This filter option prompts the user to specify a value each time the view is accessed, allowing dynamic filtering based on their input.

Nothing: option is disabled;
Ask columns: the selected columns determine which fields the user will provide values for when applying the dynamic filter.
Allow search for keywords: enables users to search within the column using keywords, making it easier to find specific records.

Columns To Calculate

Headline Columns

Columns: In this section, you can select one or several columns you want to include in the Headline view.

The Columns section comprises the list of functions being applied for data calculation. You should specify a function for each selected column. The following functions are possible:

# of Records: This function counts the number of records that meet filter criteria.
Total: This function sums up the column values. For example, total costs.
Average: Using this function, you can calculate an average result. For example, the average price.
Minimum: This function chooses the minimum value.
Maximum: This function chooses the maximum value.

Display as: Enter the name of the calculated results. If you leave this field blank, the column name with the short name of the chosen function will be displayed near the calculated results.

Moreover, there is the way to highlight the "Good" results in green and the "Bad" results in red; just specify the following in the last dropdown:

More is better;
Less is better;
No Meaning: the option is specified by default; in this case, the results are displayed in black.

Advanced Options

Headline View Advanced

The Advanced options section is intended to specify additional options:

Show Difference: In this section, you can specify the Reference Point Filter. It defines the value you want to compare the calculated value to. If this Reference Point Filter checkbox is checked, you can select criteria for the Reference Point filter.

Only records that meet certain criteria: select if you want to filter reference records according to certain criteria. Using the drop-down 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 into the expanded field.

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 option

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 create a new view; click Cancel to discard changes.