Creating a Page View

 

 

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To access a list of Page Views, click on More under the Page Views tab on the right of the screen. Make sure the table from which the desired View will be based upon is selected first because different Page Views can be created in each table.

 

·Click More... on the right hand menu to access the Page Views for that table.

 

 

 

·The main Views screen will appear.

 

 

 

There are several options from the views screen, a description of each of the buttons and their purposes are below.

 

Button

Description

 

 

Select

This opens the highlighted view.

Edit

Clicking Edit allows an existing view to be modified. This may be to change the columns a view displays, to alter the appearance, the record selection or the row preview. For more information about the options when editing a view, see each of the headings below

New

This allows the creation of new views.

Copy

Duplicates the currently highlighted view to allow easy modification. Any views that are copied will be created with (COPY) appended to the description under the General heading.

Delete

Removes the highlighted view. Note that views under the System heading cannot be deleted or edited.

Default

Click Default to make the highlighted view open automatically with the table.

 

 

·To start creating a new view, click New from the selection of buttons on the right hand side. A prompt will display asking if the new view should be based on the existing one. This can be helpful as a starting point as it will copy the format of the existing view and if this is desirable click Yes. However, in some cases it may be preferable to start from scratch in which case click No.

 

·The Page View editing interface will now be displayed where there are four tabs each offering customisation on a view. For details on using the options within each tab see the links below:

 

Layout

Appearance

Record Selection

Row Template

 

 

·Once the settings on each tab have been modified appropriately, click Save.

 

 

 

·The main views screen will be displayed and the new view now displaying in the list.

 

 

 

 

 

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