11.4 Views In Home View

Views in the Home View help increase control and provide an overview of all entries, activities, and contexts.
By default, some views are available to all users in the dashboard. These include simple sorting options like “All Data”, “All Entries”, “All Activities”, and “All Contexts”.
In addition, there’s a “My Data” folder where users can see their own entries and activities.

By creating custom views, you can display specific data and save it as a shortcut for future use or to manage specific information.

To create a new view, click the “Create New Folder” button at the bottom. This opens a window where you can specify the folder name.
Examples of folder use include organizing by customer, vessel, etc.
Each folder includes an edit menu on the right side. Clicking it opens options specific to that folder.
Folders created here are visible to all users on the server.
To create folders or views visible only to the logged-in user, right-click on the “My Views Folder”.

New Collection – Creates a subfolder within a folder.
New View – Creates a filter to display specific data.

You can rename folders, move them up or down, and duplicate them.
Checking “Lock View” will prevent others from making changes.
Lastly, you have the option to delete the folder.

Creating a new view

Clicking “New View” opens a side panel on the right side of the dashboard with four tabs to configure your view.

Tab 1: Source

In the Source tab, you define the type of data to display—such as Context type, Activity template, or Forms.
Next, you select the Table Type (Data Table or Tree Table) and Line Height, which adjusts the row height.

Then, you choose the Source—which specifies the actual data to display. The dropdown options depend on the previously selected source type.
The last option is “Locked”. If checked, any changes made to the view will reset upon refresh or leaving the view.

Tab 2: Fields

In the Fields tab, you choose which data fields to display in the view.
Some views may require specific information not relevant to others.

Move fields from the left column to the right column using the arrows. Only the fields in the right column are shown in the view.

In Settings, you can change the display name, field type, and column width.

Tab 3: Filters

In Filters, there are two categories: View Filter and Quick Filter.

View Filter

View Filters offer flexible filtering for displaying specific data.
Click “Add filter” to create a line with three dropdowns:
1. Field to filter by
2. Condition (e.g., is, is not, contains)
3. Value to match

In the example below, we filter to show everything named “Inspection” and where the status is not Complete:

Instead of using “AND”, you can choose “OR”, which will match either of the defined conditions instead of both.

Using “Filter Group” allows for more complex filter combinations, like the one shown below:

This configuration shows everything named Inspection that is either not Complete or has status Ongoing.

Quick Filters

Select which fields should be available for filtering. The selected fields will appear at the top when using the view.

The settings for each view are nearly identical to those for folders, with additional options like “Add as Favourite” and “Edit View”.