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15 docs tagged with "views"

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Create a Lookup View

How a maker chooses which columns appear inside a lookup control when someone picks a record of a table.

Create a View

How a maker creates a view listing records of an entity with columns, filters, and sorts.

Find Your Way Around a Chart

How to read, search, and move around a page that shows records as a tree rather than a list — expanding, selecting, searching, and opening one branch on its own.

Make a Button Do Something

How a maker gives a command-bar button its behaviour — open a view, start a record, open a dashboard, run a report, open a web address, or run a script.

Rename, Hide or Reorder a Command

How a maker changes the words and icon on a built-in command, arranges the whole bar by dragging, and sets which commands a bar opens with hidden or disabled.

Ship Seed Data with a Solution

How a maker makes a table's rows travel with the solution — a Seed Data view decides which rows and which columns, and an import upserts them.

Show a view as a grid

How to put the platform's own grid on a portal page, and let a view decide its columns.

Show Records as a Tree

How a maker turns a view into a chart — records nested by a lookup that points back at their own table, with other tables hanging underneath.

Show Records on a Calendar

How a maker turns a view into a calendar — records placed on a day, week or month sheet by two of the table's own date fields, coloured by one of its Choices.