Viewing Form Records (Members)

Introduction

Feature(s)

When members are assigned permission to view form data, they can log in to Jodoo to view records within their permission sets. This article will show you various actions and effective ways to view form records in the grid view.

Application Scenario(s)

The feature is applicable to scenarios of viewing records. For example:

If you want to quickly search for needed information, you can use the Search feature.
If records are too long, and you need to keep specific columns visible when scrolling, you can freeze several columns to better check data.
When you need the records to be displayed according to the number and submission time, you can perform the sorting feature to arrange records in an orderly way, thus making it more convenient to view records.

Setting Procedure

Viewing Record(s)

For a form, members with permission to view data can visit it. They need to switch to the permission set, where they are granted the corresponding permission. Then they can view the records in the form.

Freezing Column(s)

When viewing records in the permission set, you can set Freeze up to column to view corresponding records conveniently, thus managing the data more efficiently. Click for a column, select Freeze up to column or Unfreeze to freeze or unfreeze the current column and the column(s) on its left.

Note:
1. You can freeze all types of fields except Query Data, Select Data, and Divider.
2. If one column is frozen, the column(s) on its left will also be frozen.
3. You can freeze a subform as a whole.

Searching for Record(s)

If there are too many records in the form, click and select Search Specified Fields to customize the search range and search for the corresponding records within the range.

Filtering Record(s)

1. When you view records in the permission set, you can set filter conditions to filter the records you need to display. Click and select fields to add a filter condition. For details, see Filtering/Viewing Data.

2. You can also directly click beside the field to modify the filter condition.

Note:
When you filter data based on the Date&Time field, you can set a dynamic filter condition. Set the filter relationship as is within, and you can select the following filter values:
Today, Yesterday, Tomorrow, This Week, Last Week, Next Week, This Month, Last Month, Next Month, This Quarter, Last Quarter, Next Quarter, Last 7 Days, Last 30 Days, This Year, Last Year, Next Year.

Displaying Field(s)

1. If there are too many fields in a form and you only need to view part of the records, set Display Fields. Click , and tick the fields you need to display.

2. You can also directly click and select Hide Column beside the field name to hide the column of data.

Refreshing Record(s)

When some data changes, you can click to refresh the form, thus updating records in real time.

Sorting

1. You can display records in a certain order in the permission set. Click and then Sort > Add Sort, select a field, and click Ascending or Descending. Then the data under the field will be displayed in ascending or descending order.

2. You can also click beside the field to set the sorting order.

Full Screen

If there are too many records in the form, click and select Full Screen to display records in full screen.

Layout on Mobile

When a member views records on mobile, the member can set filter conditions, sorting rules, display fields, and so on.

Note(s)

1. In the permission set, you can only set filter conditions, sorting rules, and display fields for the fields available to view.

2. If you set filter conditions, sorting rules, and display fields for a field on PC, the relevant settings in other locations will also be updated. For example, if you select Ascending for a Number field, the sorting rules in the form will also be updated to "Number – Ascending".