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| '''Workspace > {object} > Wrench icon [[File:WrenchIcon.jpg]] > Edit this View'''
| | #REDIRECT [[List Views]] |
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| The default [[Object]] View displays all records in the Object. A custom View lets you determine which records are visible, which fields are displayed, and who can use that View. Such Views let you organize your data in a way that is meaningful, along with optional settings to customize and save views for reference or analysis.
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| ==About Views==
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| With your data loaded into the platform, you can start creating custom views to convey specific information you want your team to see. By selecting the fields you want and assigning a variety of filters, you can isolate key information quickly and easily.
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| Users can define new views, so an entire team or a select group can share information. Multiple Views compartmentalize information about an object for quick access to records.
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| Views offer [[Visibility]] controls that grant view and edit rights to specific Users, Teams or Roles.
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| {{:View Types}}
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| ===View Display Types===
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| {{:View Display Type}}
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| ==Using Views==
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| ===Inline Editing of Rows in a List View===
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| When records are displayed in a spreadsheet-style grid (a ''list view''), you can double-click in a row to edit the fields in it, without having to visit the record-detail page.
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| Then:
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| :* Press the <tt>Enter</tt> key to save changes for the row you're editing.
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| :* Press the <tt>Esc</tt> key to abort.
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| :* Use <tt>Tab</tt> and <tt>Shift+Tab</tt> to move between fields.
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| {{Warn|If you click a new row without pressing <tt>Enter</tt> first, your changes are not saved.}}
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| ==Searching and Filtering==
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| Use the Search bar at the top of the window select records whose contents contain the value you specify:
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| :[[File:SearchBar.png]]
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| Use the Filter icon [[File:FilterIcon.jpg]] to bring up a dialog you can use to do sophisticated filtering based on field contents:
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| :[[File:FilterIcon-Dialog.jpg]]
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| {{Note|This filter is not saved with the view. For details on how to include a filter in a View and save it for future use, see [[Filters]].}}
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| ;Example:Find all Accounts who are NOT on the Do Not Call list
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| To filter the current View:
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| #Click the Wrench icon [[File:WrenchIcon.jpg]]
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| #Select the ''Filter this View'' option to create an ad hoc filter in the current View
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| #:The following parameters are available to configure the search filter. You can use them in any combination:
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| #;Search My Records Only:Click this checkbox to limit your search to the records you own
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| #;Search within Selected View Only:Click this checkbox to limit the search to records in the current view
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| #;(Optional) Account No:Enter an Account Number to search for a specific account number. This field appears only when filtering the Accounts object
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| #;<nowiki>Field | Operator | Value</nowiki>:Learn more: [[Complex Expressions]] | |
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| {{Tip|
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| * To apply a filter to a checkbox, use "<tt>1</tt>" for Yes/True and "<tt>0</tt>" for No/False values.
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| * Specify multiple values using the pipe "<tt>|</tt>" character. For example: <tt> "State equals CA|NY|MN" </tt>
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| * When searching for empty fields, use <tt>BLANK</tt>. For example: <tt>"Phone equals BLANK"</tt>}}
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| ==Working with Views==
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| ===View Options===
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| Use the Wrench icon to customize the current view or build new views for you and your team.
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| :{| border="0" cellpadding="5" cellspacing="1"
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| | [[File:WrenchIcon_ViewMenu.png|left]]
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| * '''Edit this View''' - Make changes to the current view
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| * '''New View''' - Create a new View of this [[Object]]
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| * '''Delete this View''' - Delete the view, putting it into the [[Recycle Bin]]
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| * '''Make this My Default View''' - Use this View whenever you visit this object
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| * '''Print this View''' - Generate an HTML you can print or download from your browser.
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| * '''Export to Excel''' - Generate an Excel file you can open or download from your browser.
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| * '''Display Record Counts''' - Display the number of records in the current view and total the number of records stored in the database for this object.
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| |}
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| {{Note|If your view of an [[Object]] has limits, the Record Count dialog displays the number of records you have permission to view, as well as the total number of records in the database.
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| :''Learn more:'' [[Role Based Access Permissions]].}}
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| ===Edit this View===
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| Although users can edit both Standard Views and My Views, it is strongly recommended that Standard Views not be changed. If necessary, save the Standard View with a new name, and make the changes there.
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| ''Learn more:'' [[View Types]]
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| {{Permissions|Create/Delete Views/Reports/Homepages|edit Standard Views}}
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| To edit a view:
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| #Open any object
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| #Select a View
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| #Click the Wrench icon [[File:WrenchIcon.jpg]] and select ''Edit this View''
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| {{:Edit/New View}}
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| ===New View===
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| To create a New View:
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| #Open any object
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| #Select a View
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| #Click the Wrench icon [[File:WrenchIcon.jpg]] and select ''New View''
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| {{:Edit/New View}}
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| ===Additional View Settings===
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| Several action buttons are available from each step in this process:
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| :*'''[Preview]''' - display the view before saving
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| ::'''Note:''' If the [[View Display Type|Calendar Display View Type]] is selected, the preview option displays the records in a list - the actual view displays the data in a calendar format
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| :*'''[Previous]''' - move backward to the previous tab
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| :*'''[Next]''' - move forward to the next tab
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| :*'''[Save]''' - save the View
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| :*'''[Save As]''' - save the View with a new name (make a copy of the view with a new name)
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| :*'''[Cancel]''' - stop the action and go back to the original View page}}
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| Other available options depend on the kind of View you're working with. For example:
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| :*In the [[Color Code]] tab, you can conditionally color-code rows based on field criteria.<br>(Not avaialable for Thumbnail and Calendar views.)
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| :*In the [[View Summary|Summary]] tab, you can select options to create computations on numeric fields.<br>(This tab only appears if the numeric values are visible in the View, and the view allows totals to be calculated.)
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| Finally, each View has tabs that provide settings that are unique to that view. (The tabs are explained below.)
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| ====List Display====
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| In a List Display, records are displayed as rows and columns in a table.
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| :*The List Display Type is selected from the ''Fields'' tab when creating or editing a [[View]]
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| ::''Learn More: [[Views#View_Options|View Options]]''
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| :*The List Display offers the following options to customize the view: Fields, Order, Filter, Color Code
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| ::[[File:Viewdisplaytype-list.gif|none|thumb]]
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| ====Tree Display====
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| In a Tree Display, a navigation sidebar displayed, which presents groups of records. Choose a folder in the sidebar to display groups of records as rows and columns in a table.
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| :*In the [[View Group|Group]] tab, select up to three levels of grouping.
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| :*The Tree Display Type is selected from the ''Fields'' tab when creating or editing a [[View]]
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| :''Learn More: [[Views#View_Options|View Options]]''
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| *The Tree Display offers the following options to customize the view: Fields, Order, Filter, Color Code, Group and Summary tabs
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| :[[File:Viewdisplaytype-tree.gif|none|thumb]]
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| ====Thumbnail Display====
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| In the Thumbnail Display, a thumbnail icon is displayed for each record. Thumbnail images can be associated with user-defined criteria (for example, to display an icon that indicates some status condition).
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| :*The Thumbnail Display Type is selected from the ''Fields'' tab when creating or editing a [[View]]
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| ::''Learn More: [[Views#View_Options|View Options]]''
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| :*The Thumbnail Display has several tabs:
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| :** '''Fields''' - Choose which fields to display
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| :** '''Order''' - Choose the order in which the fields are shown, as well as the order in which records are sorted.
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| :** '''Filter''' - Specify filter criteria to determine which records are shown.
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| :** '''Thumbnail''' - Specify the criteria that determines which thumbnail image is displayed
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| :***Thumbnail images are selected from the image available in the [[Documents]] object
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| :***If no image is specified, the default thumbnail image is displayed (file folder icon)
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| ::[[File:Viewdisplaytype-thumb.gif|none|thumb]]
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| Example criteria settings for a Thumbnail Display:
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| ::[[File:Viewthumbnails.gif|none|upright|thumb]]
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| ====Calendar Display====
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| In the Calendar Display, records are presented in a calendar, based on a selected date field. A typical use is in an Events Management application, to show deadlines or other critical dates in a calendar view.
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| :*The Calendar Display Type is selected from the ''Fields'' tab when creating or editing a [[View]]
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| ::''Learn More: [[Views#View_Options|View Options]]''
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| :*The [[Record_Locators#Record_Identifier_Fields|Record Identifier Fields]] are displayed in the calendar, along with the timestamp of the selected date field
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| ::*To change the information that is displayed in the calendar, modify the [[Record_Locators#Record_Identifier_Fields|Record Identifier Fields]] in [[Record_Locators]]
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| ::'''Note:''' The Record Identifier Fields are displayed in the heading bar of each record, so if these values are changed, it will be reflected throughout the platform
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| :*The Calendar Display offers the following options to customize the view: Fields, Order, Filter.
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| ::[[File:Viewdisplaytype-calendar.gif|none|thumb]]
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| ===Delete this View===
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| You can delete any standard or custom views that you have created.
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| #Click the object tab associated with the view you want to delete. The main page for that tab opens.
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| #In the View list, select the name of the view you want to delete. The view you selected becomes the current view.
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| #In the View list, select Delete View. A message appears, asking you to confirm the deletion of this view.
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| #Click '''[OK]'''. The view is deleted from the View list.
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| ==Views, Reports and Object Inheritance==
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| {{:Views, Reports and Object Inheritance}}
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| <noinclude>
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| [[Category:Views and Reports| 1]]
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| [[Category:{{features}}]]
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| [[Category:Core Concepts]]
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| [[Category:Glossary]]
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| </noinclude>
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