Creating and Managing Views

Understanding Views

Views are used to display record data to users, acting as a window into a record. They allow users to interact with various data attributes associated with a record, such as filling in a text box, toggling a switch, or selecting an item from an option list.

Views are tied to a single Entity and are selected by that entity's Workflow to present data meaningfully at specific stages. A workflow can use multiple Views throughout the lifecycle of a record.

Managing Views

Views can be created and managed through the Entities configuration screen:

1. Use the hamburger menu to navigate to Entities.
2. Select the Views tab to see a list of all Views associated with the selected entity.

Creating a New View

1. Click the Add View button at the bottom of the Views table.
2. The new View will open in the View Builder, which includes:
   
   • A configuration panel on the right.
   • A blank View canvas filling the screen.
3. In the configuration panel, select Settings and:
   • Give the View a name.
   • Add a description to clarify its purpose. This description will display on the record itself, so ensure the description helps guide the user and adds value to the page.

Editing an Existing View

1. From the list of Views, click the navigation icon next to the View you want to edit.
2. Make any changes as needed. All updates are saved automatically.