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→Creating a view (example)
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You can define multiple views for each entity. While you can select an initial default view in the properties of a view, users can switch to a different view in the app. Users may not switch to hidden views; those are displayed only when explicitly configured. | You can define multiple views for each entity. While you can select an initial default view in the properties of a view, users can switch to a different view in the app. Users may not switch to hidden views; those are displayed only when explicitly configured. | ||
== Creating a view | == Creating a view == | ||
# Select an entity in the '''Project''' menu; for example, ''Competitor''. | |||
# Select | # Click '''Show UI''' to display the list of mobile views, forms, and charts. | ||
# Click '''New View''' and set the properties of the view | # Click '''New View''' and set the properties of the view. | ||
# | # Enter a descriptive '''Name'''; for example ''Competitors''. | ||
# | #: The name of a view is used as a logical name. Read also the [[View#Best_practice_in_renaming_a_view|best practices]] and [[Localization_examples#Rename_views|instructions for renaming views using localization]]. | ||
#* | # As '''Type''', select one of the four view types: | ||
# | #* '''Public List''' displays the list of records of an entity. Usually what you see after opening an entity in application from Home screen. It can be used everywhere | ||
# | #* '''Associated List''' displays a list of records from an associated entity, that is relevant for the selected item. Example: A list of appointments of a particular contact. | ||
#* '''Lookup List''' displays the list of records of an entity (same as public view), however, it is used when the user should select a record. | |||
#* '''Dashboard List''' is designed for use in a [[Dashboard]]. | |||
# As '''Template''', select one of the provided templates or use a blank one to start from scratch. | |||
#:Keep in mind the limited screen size of a mobile device. We recommend to use templates; adapting is often less work than creating a template. | |||
# Select '''Hidden''' if you don't want that your new view is listed as an option in the app to users when they switch views. However, the view can still be used in the app when you explicitly design it that way. | |||
# Click '''OK''' to start designing your view. | |||
When you edit the properties of an existing view, you can configure additional parameters: | When you edit the properties of an existing view, you can no longer change the template (that's only the starting design of a view), but configure additional parameters: | ||
* Default | * '''Default''' – Make this view the default initial view. If the default is not set, the first view in alphabetical order is used. | ||
* Mode | * '''Mode''' – Make this view dedicated for online or offline view, or for both. | ||
* '''Sync Filter''' – Select if you want to use [[Sync Filter]] also in online mode for this view. | |||
== View designer == | == View designer == | ||