Grid View on Mobile

Introduction

Feature(s)

A grid view, a type of view in permission sets, can be used to present a tabular view of data. The grid view on mobile is the same as that on PC.

Application Scenario(s)

A grid view can display multiple records at once. If you need to view and manage mass records, you can choose the grid view.

Preview

Setting Procedure

Creating a View

Select a form, and click Edit.

Go to Publish > Views, and click New View.

Basic Settings of a View

Select Mobile under Default Style. Rename the view, and click Grid under Type.

Setting Row Height

1. Set Row Height on the Views Page.

There are four available options when you set Row Height: Fit, Low, Medium, and High. You can preview the effect of your settings on the left preview page.

2. Set Row Height on mobile.

When you set Row Height on mobile, you can also select Fit, Low, Medium, or High. Click , choose Row Height, and select a style. Then you can check the effect of your settings for Row Height.

Display Fields

You have two options when setting Display Fields.

If you click Custom, select the fields that need to be displayed.

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 view the fields they have permission to access and can set display fields when viewing records, regardless of the settings in the view by an admin.

Field Sorting

1. Sort fields.

You can only sort display fields when setting the view on the Views Page. Members cannot do so when using the view.

Note:

1. Field order 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. You can only set the field order when you select Custom under Display Fields.

2. Sort Records.

The sorting rules on mobile are the same as those on PC.

Note:

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

Saving and Setting Application Scope

After all settings are completed, click Save. If it is the first time you save the view, you can directly select the permission set where you expect it to be displayed. For details, see Views in Permission Sets on PC.

Granting Permissions

Grant permissions to members to use this view.

Preview

Members can visit the form on mobile and select the permission set, in which you set the view style.