Views

Why am I prompted to Create a Default View?
If a grid does not have a default view, you will see a pop-up message asking you to create a default view. Click OK to open the view builder and select the ...
Wed, Jul 17, 2024 at 5:35 PM
Creating a View with the View Builder
A grid View can be created two different ways, either directly through the Grid or using the View Builder. This article will focus on building a new View th...
Wed, Jul 17, 2024 at 5:23 PM
How to create a new View directly on a Grid
A grid View can be created two different ways, either directly through the Grid or using the View Builder. This article will focus on building a new View di...
Tue, Oct 8, 2024 at 8:52 AM
Editing a View
Like creating a new View, you can also edit an existing View either directly on the grid or within the View Builder. Ensure you have the desired View select...
Tue, May 28, 2024 at 1:18 PM
Renaming a View
To rename a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option c...
Wed, Jul 17, 2024 at 5:08 PM
Saving a View
To save a View click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option cal...
Wed, Jul 17, 2024 at 5:08 PM
Saving a View with a New Name – “Save View As”
To save a View with a new name, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will f...
Wed, Jul 17, 2024 at 5:09 PM
Clearing a View
If at any time you wish to remove all the Filters, Sorts, or Quick Queries from a View you can click the red “Clear View” text button that appears directly ...
Wed, Jul 17, 2024 at 5:06 PM
Deleting a View
To delete a View, click the three menu dots that appear next to the desired View’s name on the left-hand side bar. Within that menu you will find an option ...
Wed, Jul 17, 2024 at 5:09 PM
Setting a View as Default
You can select which View should be set as the default. The default View will be what is applied to a grid each time you navigate to it. To set a view as th...
Wed, Jul 17, 2024 at 5:09 PM