Skip to main content

Views Management

View management includes:

  • Modify the configuration

  • Switch views

  • Share and export data in a view

  • Copy and delete views

  • Hide views in the navigation

  • Sort views

  • Search views

1. Modify configuration of a view​

Click the button to the right of the view name and select [Configure View] to modify the configuration.

2. Switch views​

Grid, Board, Org, Gallery, Calendar and Gantt chart can be switched to each other.

3. Copy/Delete a view​

Copying or deleting a view does not affect the data in the worksheet.

4. Share data in a view​

You can share the records in the view to anyone and he/she can view all the records in the view visible to the sharer after opening the link. You can set the expiration date and password for the shared link.

After the share is deactivated, the already sent share link will also expire.

Effect

When viewing the shared records through the link, click to view the record details, the records are all read-only and cannot be edited.

If the records in the view are associated with records in other worksheets, the associated records can also be viewed, but the associated records of the associated records are not viewable.

5. Export data​

You can export the records in the current view that are visible to you to Excel. According to the operator's permission, if there are 100 rows of records in the view, but only 50 rows are visible to the operator, only 50 rows can be exported.

As shown in the figure below, after selecting the fields and format you need to export, click the [Export] button.

6. Hide views​

The view can be hidden in the navigation bar, or only hidden on PC, or only on mobile terminal.

For example, when there are too many views, you only need to see the key view on mobile, you can hide other views.

How to hide views:

  1. Click [All Views] (1 in the figure below).

  2. With the mouse on the target view, click the [...] button on the right side.

  3. Click [Hide from Bar].

  4. Select the terminal in which the view is hidden.

7. Sort views​

There are two ways to reorder the views.

  • Method 1: Click on the view name (A in the figure below) and drag left and right to adjust the order.

  • Method 2: Click the All Views button (1 in the figure below), and the [Sort] button appears on the left when the mouse is placed on the target view, drag and drop to adjust the order.

8. Search views​

When there are too many views and they cannot all be displayed in the navigation bar, you can quickly find and open the target view by searching.

As shown in the figure below, click the [All Views] button (1 in the figure below), enter the view name to search (2 in the figure below), select the view to open directly.

Have questions about this article？ Send us feedback