Views Overview

Home View introduces Views and Advanced Search so you can browse and act on data without opening individual apps. Use Views to switch between predefined lists, create your own filters, and run bulk actions on selected items.

What a View is

A View is a saved list with filters and columns for one of three data types:

• Entries (Form answers)
• Activities (work tasks containing forms)
• Contexts (folders containing Activities)

Views appear in the left sidebar under two folders:

• All Data — system views for everything you can see (e.g., All Entries, All Activities, All Contexts).
• My Data — items related to you (e.g., My Entries, My Activities).

Finding data fast

• Filter on specific columns with user defined quickfilters.
• Use Basic Search and Advanced Search to query across all data (e.g., element_size = "4 meter"). Results include matches inside entry fields.
  See Advanced Search to learn more.

Custom views (light intro)

Create your own views to focus on what matters—by name, status, assignees, or specific field values in entries. Save once, reuse from the sidebar.

Working with Activities and Entries

• Expand entries per activity using the Entries column to preview all entries inline.
• Row actions on an entry: Open, Edit, Archive, Open PDF, Download PDF, Export, Delete.
• Form position chips show where an entry lives: blue (Context), green (Activity), yellow (Form).

Bulk actions (overview)

Select multiple items to reveal the bulk bar. Common actions: Bulk Edit, Bulk PDF, Archive, Export, Delete.

• Bulk Edit (Activities): update Activity State, shared Metadata, and Assignment (Reassign/Clear). Only metadata common to all selected activities is editable.
• Bulk PDF: generate a single PDF for multiple entries, or choose which entries in an activity to include.

PDF from Home View

Open or generate PDFs directly from row menus—no need to open the app. Open PDF opens a new tab; Download PDF saves locally. Bulk PDF works for multiple entries and for activities.

Exporting Excel/CSV data

Select one or more data, click Export, then choose the format you want the downloaded data to be in: Excel or CSV. The exported data will contain all values from the columns defined in that specific view, this way you get the data precisely how you want it. There will also be some default metadata included to the download.

FAQs

How are Views different from filters?
Views are saved filters (with scope and columns) available from the sidebar so teams can reuse them.

What can I bulk edit?
For activities: change State, shared Metadata, and Assignees (reassign or clear). For entries: use row menus and bulk actions like PDF, Archive, Export, or Delete.

Do custom views affect permissions?
No. Views only surface data you already have access to.

Can I search inside entry fields?
Yes. Use Advanced Search (e.g., element_size = "4 meter").
See Advanced Search to learn more.

What are the colored chips on entries?
They show where the entry lives: blue (Context), green (Activity), yellow (Form).

Where do I find My Entries or My Activities?
Under My Data in the Views sidebar.

Article ID: 270