Views allow you to control how, when, and where data is presented to the app user, and how the user interacts with the data.

The following provides an example of the Nearby card view from the Facility Inspections template. You have full control over the view name (Nearby), its position in the app (navigation bar), its layout and contents, and conditions for when it is displayed.

Manage views as described in the following sections:

See also View types.

Creating a view

To create a view:

  1. Open the app in the app editor.

  2. Select UX > Views.

  3. Perform one of the following tasks:

    • To create a new view, click New View.

    • To add a suggested view, click the suggested view.

    • To copy an existing view, expand it and click Copy.

  4. Configure the view.

  5. When you are done, save your changes by selecting one of the following:

    • Save - Save your changes

    • Save & verify data - Save your changes and verify the data defined.

    • Save & notify users - Save your changes and notify users.

Configuring the view

Configure the view by using the settings described in the following sections.

View details

Configure the view details defined in the following table.

Setting

Description

View name

Name of the view. It must be unique within your app.

If you enter a name that is the same as an existing view, the app editor will automatically append a number to the view name to differentiate between them.

For this data

Data referenced by this view. Select a table or slice from the list. Only data from the table or slice can be displayed within the view.

Note: This option is not available for dashboard views,

View type

View type that determines how the data is presented to the app user.

Select from a variety of view types: chart, form, detail, map, table, and others. Each view type has its own characteristics and type-specific view options.

Position

Location of the view in the app display. Select one of the following positions:

View Options

Each view type has type-specific view options that allow you to tailor the appearance of the view. For example, the view options for a table view are shown here:

Display

All view types have configurable display options. Display options affect how the view is presented in the navigation bar along the bottom of the app display, and in the app's main menu.

Configure the view display by using the settings defined in the following table.

Setting

Description

Icon

Icon to be displayed along with the view's Display name (see below).

Choose an icon from the predefined list. Custom icons are not allowed.

Every view must have an icon. If no icon is selected, a type-specific default will be used.

Display name

Name displayed for the view.

Enter a fixed value (T) or to a text expression (flask):

If Display name is not specified or if set to an expression that evaluates to a blank value, the view's name is used.

Show if

Yes/No expression that determines whether the view is included as a navigation element in its designated Position (for example, in the navigation bar or the main menu).

If the expression evaluates to TRUE, the view will be included. For example:

No Show if expression is equivalent to the expression, TRUE .

Warning: Show if is not a security measure. Show if merely hides the view from navigation; there are other legitimate ways for a user to access the view.

Behavior

Each view type has type-specific behavior options that may allow you to tailor the behavior of the view when the user interacts with it. For example, the behavior options for a table view are shown here:

Configure the behavior for the view by using the settings defined in the following table, if available.

Setting

Description

Event Actions

Some view types provide the opportunity to customize the app's response to certain events triggered by user activity. When a recognized view event occurs, the configured action is performed.

App link

Not configurable. Provides two ways to target the view from a navigation element:

  • Deep link to the view to be used as the target of an action of type App: go to another view within this app. For example: (LINKTOVIEW("By House")

  • Full URL for the view to be used as the target of an action of type External: go to a web site or from a web browser.

Note: The use of app links is not affected by a view's Show if setting; a Show if expression that evaluates to FALSE does not prevent the use of an app link to the view.

Documentation

Expand the Documentation section and enter a descriptive comment for the card view that will enable collaborators to easily understand its purpose.

Deleting a view

To delete an existing view:

  1. Open the app in the app editor.

  2. Select UX > Views.

  3. Expand the view you want to delete.

  4. Click Delete.

  5. Save your changes by selecting one of the following:

    • Save - Save your changes

    • Save & verify data - Save your changes and verify the data defined.

    • Save & notify users - Save your changes and notify users.

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