Views - Configuration

Overview

Views are used in workspaces to display data from subsets of records within a table so that the data can easily be viewed and queried and actions can be taken against them. 

• Default Views are built into the system and dictate the flow of records through each workspace. You can edit the default views within the Roster and Submission workspaces to control the column display and default sort order. 
• Custom Views are used to display custom sets of data for custom sets of records and are also often used to pre-configure canned export reports. You can create and manage custom views within the Roster and Submission workspaces to control the record selection, column display, default sort order, and permission profiles.

To access the Views configuration for a form, choose Configuration from the main menu, then General. Choose the form on the Student Data page, then click the Views tab.

The PROP:UserAccountEmailAddress field will be available for configuration within Views for the Roster or Submission workspace regardless of the Parent Account Email Verification feature.

• If the access level is Restricted or Private, the PROP:UserAccountEmailAddress will be available to select as a column when a user is configuring any Roster or Submission custom or default view.

• If the access level is Restricted or Private, the PROP:UserAccountEmailAddress will be available to select as a sortable item when a user is configuring any Roster or Submission custom or default view.

• If the access level is Restricted or Private, the PROP:UserAccountEmailAddress will be available to select in an expression when a user is configuring any Roster or Submission custom view.

Configure Default Views

1. Choose Roster or Submission.
   • Roster is only available for Private forms. 
2. Click the Name of the view you want to edit.
3. In the Columns section, specify what data you want to display for each record:

   1. Enter the Column Name.

   2. Choose a property or Field.

   3. Select the Export Only checkbox if you do not want the property or field visible in the view, but want the property or field automatically included when exporting from the view.

   4. To add a column, click Add Column and edit the properties. 

   5. To sort columns, drag and drop the columns into the order by which you want them to appear in the view.

   6. To delete a column, click the Delete (trash) icon next to the column you want to remove.

4. In the Sorting section, specify how you want to sort the records:

   1. Choose a property or field from the first drop-down list.

   2. Choose an alphabetical order from the second drop-down list.

   3. To add a column, click Add Column and enter the properties.

   4. To sort columns, drag and drop the columns into the order by which you want the sort order applied in the view.

   5. To delete a column, click the Delete (trash) icon next to the column you want to remove.

5. Click Save.

Configure Custom Views 

Create a Custom View

1. Choose Roster or Submission.
   • Roster is only available for Private forms. 
2. Click Create View.
3. Click the Details tab.
   1. Enter a unique Name. The name cannot be longer than 100 characters.
   2. Choose a permission Profile.
   3. To add another profile, click Add Profile and select the appropriate profile.
   4. To delete a profile, click the Delete (trash) icon next to the profile you want to delete.
4. Click the Columns tab.
   1. In the Columns section, specify what data you want to display for each record:
      1. Enter a Column Name.

      2. Choose a property or Field.

      3. Select the Export Only checkbox if you do not want the property or field visible in the view, but want the property or field automatically included when exporting from the view.

      4. To add a column, click Add Column and edit the properties. 

      5. To sort columns, drag and drop the columns into the order by which you want them to appear in the view.

      6. To delete a column, click the Delete (trash) icon next to the column you want to remove.

   2. In the Sorting section, specify how you want to sort the records:

      1. Click Add Column.

      2. Choose a property or field from the first drop-down list.

      3. Choose an alphabetical order from the second drop-down list.

      4. To add a column, click Add Column and enter the properties.

      5. To sort columns, drag and drop the columns into the order by which you want the sort order applied in the view.

      6. To delete a column, click the Delete (trash) icon next to the column you want to remove.

5. Click the Rules tab.
   1. Click Add Rule. 
   2. Fill out the rule properties.
   3. To add another rule, click Add Rule and enter the information as needed.
   4. To delete a rule, click the Delete (trash) icon.
   5. To add another group of rules, click Add Group.
   6. To delete a grouping, click Delete Group.
6. Click Save.

Edit a Custom View

1. Choose Roster or Submission.
   • Roster is only available for Private forms. 
2. Click the Name of the custom view you want to edit.
3. Update the information as needed.
4. Click Save.

Delete a Custom View

1. Choose Roster or Submission.
   • Roster is only available for Private forms. 
2. Click the Delete (trash) icon on the view you want to delete.
3. Click Delete to confirm.

Rule Properties