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 following sections:
| Name | Enter a name of a new table view. |
|---|---|
| Notes | TheNotes 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 to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices. |
| 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. |
| Filter | The Matching section is intended to set the filter criteria for the records that will be displayed in the view. |
|---|
| Grouping | In the Grouping section specify how displayed records should be grouped |
|---|
| Sorting | The Sorting section is intended to set the sorting order for the records in this view. |
|---|
Moreover, TeamDesk users can apply custom sort order by clicking column headers.
| Columns | The Columns section allows you to select columns displayed in this table view. |
|---|
The Advanced options section is intended to specify additional options:
| Allowed actions | From the Allowed actions list select what actions will be applicable to the table view records and the corresponding New, View, Edit or Delete buttons will be displayed in this table view. Moreover there is the Inline Edit option, check it to allow inline edit mode per table view. If you plan to delete many records at a time, use the Mass Delete option. 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 check box 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 check box if you want to enable an RSS feed for the view. |
| Enable Embedding | This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views. |
| Help | When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed. |
|---|
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 to a view, if these columns are accessible (viewable) for this user.
To hide/display columns in a table view, click on the Customize button. As a result the column list dropdown will be activated, check/uncheck the columns you need and click on the Update button. To check all columns listed in the dropdown, click on the Reset button.