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How to Create a New Data View

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This document will demonstrate how to create a new list view for an existing form based on the user having the appropriate permissions within the system after accessing the default view associated with the from. 

How to Access the Data Form

  1. Click on Apps.

  2. Select the Data Tab in Form

  3. The Form will appear with the total number of records.


    How to Add a New List View 

  4. Click on Add New View option.


    List View Details

  5. Enter the view name

  6. Select the columns

  7. Click on Save

 

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