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Creating a view
 

Views show the data collected in records by referencing fields. Before you can display a view, you must first create a form that contains these fields.

  1. Open the Designer.
  2. Expand the Views section and click Create New View...
  3. On the Basics tab, select one or more fields to display as view columns.
  4. The preview window shows the selected fields as view columns in the currently selected order. You can size view columns by dragging the column splitters in the preview window.

    Resize view columns by dragging their column splitters

  5. Rearrange the column order of the selected fields by moving them up or down in the list.
  6. Columns are ordered left to right, starting with the first selected field from the top.

  7. Modify column properties for selected fields.
  8.  Note    The initial column header is the same as the field label. However, changing a field label has no effect on the column header. The only way to change a column header is by editing its title in the Column Properties dialog box.

  9. Click the Options tab to set view options.
    • Select a default sort order.
    • Check Show grid lines to display lines around all cells in the data view.
    • Check Show unread marks if you want to ensure that workspace members always see unread marks next to new or updated records regardless of their alert settings for the Forms tool. See Showing unread markers in a selected view for more information.
    • Check Do not show this view in the View menu to disallow selecting this view.
    • Enter a view name alias to be used in scripts.
  10. Click the Access tab to set options for restricting access to the view.
  11. Click the View Filter tab if you want to enter criteria for displaying records in the view.
  12. Save your changes.
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