Skip to main content

Worksheet View

After creating a worksheet, the system by default creates a worksheet view named "All," which displays all records and all fields.

1. Components of a Worksheet View

  • Table Settings: Attributes such as table row height.
  • Data Filtering: Only records that meet the filter criteria are displayed in the current view.
  • Sorting: The default sorting method for records under the view.
  • Quick Filters: Display fields as quick filters at the top of the view for rapid data retrieval.
  • Display Fields: Show or hide fields in the view.

2. Configuring Table View

2.1 Configuring Table View Entry

As shown in the diagram below, when you move the mouse over the view icon, you can see the Configure View option.

2.2 Modify View Name

Click on the name in the upper left corner of the view configurator to modify the view name.

2.3 Set Table Row Height

The default table row height is compact, with different heights as follows:

2.4 Table Record Sorting

You can add the sorting conditions you want. Currently, sorting is provided in ascending or descending order based on worksheet fields and system values (creator, creation time, last modified time, last modifier, owner).

2.5 Filter Display Data

In data filtering, add conditions and set the data conditions that need to be filtered. The view will display data according to the filtered results. For example, in the "Public Pool" table, if you need to display only the data where "Person in Charge" is "Empty," then add a condition, select the field - Person in Charge, and choose the corresponding filter calculation method - Is Empty.

2.6 Add Quick Filters

In quick filters, add fields, select worksheet fields, and add them to the top of the table view for rapid data retrieval.

2.7 Show/Hide View Fields

In display fields, you can choose to show all fields, hide all fields, or customize field visibility. As shown in the diagram below: