User Guides

Adding a New Summary View

  1. Select a Site
  2. Click App Name on site menu
  3. Click “Manage Views” from “More…” drop down menu located on top right corner of page
  4. Click “New View” button located on top right corner of page
  5. Summary view has five sections
    View Details

    1. Click View Details on left hand menu
    2. Select View Type as Summary
    3. Provide View Name and Description

    Display Settings

    1. Click Display Settings from left hand menu
    2. Sub-Column Settings: If this is Yes then plug-in data (comments, attachments, etc) will be displayed in field selected next to Yes/No buttons
    3. Extra Rows/Record
    4. Default Display: Each table view can have three display types
      1. List View
      2. Card View
      3. Group View
    5. By default the default display is List View.

    Group By

    1. Click Group By from left hand menu
    2. Select Column from Group By dialog to group the data

    Data Summary

    1. Click Data Summary from left hand menu
    2. Select Field and Summary Type

    Data Filters

    1. Click Data Filters from left hand menu
    2. Click “New Filter” button from Data Filters dialog
    3. Select Field, Operation, and compare value
  6. Click “Save” button