Managing List Views

Accessing

Step-by-step Instructions:

1. To Access the list view(s) of an App click on the “Data”


2.On the Data List Screen click on the drop-down in the left corner of the screen to access the list view(s) and select the desired list view by clicking on it.


Creating and Sharing:

1. To create a new list view, access the list view, and click on “+Add a New View”
2. Enter the View Name
3. Select the fields and set filters as required
4. To make it your default view select “YES” for Set as my default view
5. To share it will all the App users select “YES” for Share to all global users
6. Change the layout style by selecting the preferred style
7. Save

 


Editing and Deleting:

1. To edit or delete an existing view, access the list view, hover over the view, and click on the edit or delete icon

    Note: You will not be able to edit or delete views created and shared by other users

Field Information Table

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