Table View

Table View Example

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

Table View General

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.
Icon

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

Table View 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.

Grouping Properties

Table View Grouping

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

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 custom sort order by clicking column headers.

Sorting via Column Header

Columns To Display

Table View 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.

Advanced Options

Table View 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

Help
When this text property is filled in, a view page displays a 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 in a view if these columns are accessible (viewable) for this user.

Customize Button

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.