Grid View

Introduction

Feature(s)

Through a permission set, the grid view can present a tabular view of data.

Application Scenario(s)

Grid view can display multiple records of data at once. If you need to view and manage massive data, you can use it.

Preview

Setting Procedure

Step 1 Creating a View

1. Select a form, and click Edit.

Go to Publish > Views, and click New View.

2. In addition to creating views in Publish > Views, an admin with corresponding view permissions can also create views by clicking New in the permission set.

Step 2 Basic Settings of a View

On the setting page, you can rename the view. Then select PC, and set the view type as Grid.

Step 3 Setting Display Fields

There are two kinds of settings: All Fields and Custom.

After selecting Custom, click Add Display Fields to add the fields you want to display.

Note:

1. Display field settings take effect only when the view displays by default. This will not influence fields displayed when you view a single record or fill out the form.

2. Members can only see fields within their permissions. They can also set display fields when viewing records from the view in the permission set, and this will not be influenced by the settings of display fields here.

Step 4 Setting the Row Height

There are four types of row height: Fit, Low, Medium, and High. You can preview them in the left area.

Step 5 Grouping

The grouping rules mean that displayed fields are grouped in Views based on the configured grouping fields.

1. Admins go to Publish>Views>Default grouping rules, click Add a group to select the grouping field.

2. When admins and members view records within permissions, they can click the grouping icon in the upper right corner of the grid view to add grouping fields for settings.

Note: You can add 3 grouping fields at most.

3. When viewing the grid view in the permission sets, you can also quickly set the grouping fields by clicking thebutton on the right side of the table header column and choosing “Group by this field” in the list. For example, if you want to group these records by Sales Performance, you only need to click the button near this field and choose "Group by this field”.

4. After setting Publish>Views>Grid, you are accessible to Expand All/Collapse All when viewing records within permissions.

Note: If the amount of filtered data is less than 500, the default grouping and data are expanded. If the amount of filtered data is more than 500, the data will be collapsed by default, and one-click expand all is not available.

5. With permission, click the button to add records, you can add data in the grouped fields directly to avoid duplicate data filling.

Step 6 Sorting

1. Sort fields.

Field order controls the sequence of fields displayed in permission sets. It refers to the sorting of columns in grid views. You can adjust it when setting the view.

Note:

1. Field display order takes effect only when you view records through this view. Field orders remain unchanged when you view a single record or fill out the form.

2. You can set field order only when Display Fields is set to Custom.

2. Sort records.

Record sorting refers to the sorting of rows in the grid view. It controls in which order the records are displayed. Click Add Sort under Default Sorting Rules, then customize a sorting order.

Note:

Each field can only be included in a sorting rule once, and you can add a maximum of five sorting rules.

Step 7 Filter Conditions

Go to Default Filter Conditions, and add conditions according to your needs.

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.

Step 8 Saving and Setting Application Scope

After finishing all settings, click Save. If you save the grid view for the first time, you can set its application scope directly. For details, see Views in Permission Sets on PC.

Step 9 Granting Permissions

Grant permissions to members to access this view.

Demonstration

Members can visit the form and select permission sets to apply the grid view.