Tile
If you need to display the information in a compact way, use the tile view. Especially, it is handy for displaying records with images.
In many cases, the presentation via Tile Views is far more compact than via traditional tables - displaying 16 tiles takes 80% of the screen space, while the table barely fits to 300%. Please also note that tile views better adapt to small screens of tablets and phones.
To create a Tile View, select the Tile
option from the list of view types and click Next
. The system will display the Tile View form comprising the following sections:
General Properties
- Name
- Enter a name of a new tile 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.
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.
- Default sorting: select if you want to sort records by default settings. Moreover, there is the
Columns To Display
- Image
- In this field specify the column where the images are stored.
- Header
- Select the column comprising data that will be displayed as a header.
- Subheader
- Select the column comprising data that will be displayed as a subheader.
- Details
- Select which columns’ data will be displayed as details under the subheader.
- 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 clickAdd
(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 tile view.
Advanced Options
The Advanced options
section is intended to specify additional options:
- Tile Width
- Specify the width for your tiles:
- Narrow: 4 tiles in a row;
- Medium: 3 tiles in a row;
- Wide: 2 tiles in a row.
- Allowed actions
- From the list, select what actions will be applicable to the tile view records, and the corresponding buttons will be displayed in this tile view:
- New;
- Edit;
- View;
- Delete;
- 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 theDelete
button in a view’s header and checkboxes to mark the records.
- Rows to display
- Specify the number of rows that will be shown in the tile view (use whole numbers only).
- Row Colorization
- If you want to highlight certain tiles, select the
Colorization Formula
checkbox and enter the formula into the expanded field. The details are expounded in the View Colorization item. - 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 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.