Advanced Operation: View
Overview¶
"View" is a function that allows users to switch the column they want to display in a list for each user and register frequently used filter conditions and sorting orders. It can also be used as a condition for summaries and notifications.
Settings Column¶
The following column can be set on the view settings screen.
| Tab name | Description |
|---|---|
| List | Settings for display column on the list screen, Filter and Total Settings, Command Button Settings. |
| Filter | Settings for searching (filter) records to be displayed in the View. You can specify filter conditions in advance along with the settings for filter column to be displayed. |
| Sorter | Settings for sorting (sort) records to be displayed in the View. You can set the sort order for multiple columns. |
| Editor | Settings for buttons to be displayed on the record editor screen. You can further control the buttons to be displayed as a result of the settings in "Editor" and "Site Access Control". |
| Calendar | Settings when the View is displayed as a calendar. You can set the initial values for classification, period, and column. |
| Crosstab | Settings when the View is displayed as a crosstab. You can set the initial values for column/row classification, aggregation type, aggregation target, etc. |
| Gantt chart | Settings when the view is displayed as a Gantt chart. You can set the initial values for classification and sorting. |
| Time Series Chart | Settings when the view is displayed as a time series chart. You can set the initial values for classification, aggregation type, and aggregation target. |
| Kanban | Settings when the view is displayed as a Kanban. You can set the initial values for column/row classification, aggregation type, aggregation target, etc. |
| Access Control | Access Control Settings for the View. You can set available users, departments, and groups. |
Use as a condition¶
It can be used as a condition for the following settings. Please set "Filter" for the view you use here.
| Settings column (tab name) | Description |
|---|---|
| Summary | Conditions for summarizing the data destination and your own table. "Summary" is performed for the "Parent Records" that match the "Filter" of the "View" specified in the data destination conditions. "Child Records" that match the "Filter" of the "View" specified in the conditions of your own table are the targets of "Summary". |
| Calculation formula | Conditions for executing the calculation formula. The calculation formula is executed for records that match the "Filter" of the "View" specified in the conditions. |
| Notification | Conditions before and after the change. Records that match the "Filter" of the "View" specified in the conditions before the change and records that match the "Filter" of the "View" specified in the conditions after the change are the targets of notification. The conditions before and after the change can be combined with logical expressions (And/Or). |
| Reminder | Conditions for setting a reminder. A reminder is sent to the "Parent Record" that matches the "Filter" of the "View" specified in the conditions. |