View Editor

The View Editor allows users to create and customize views for entities. Users can define which columns to display, apply filters, and set sorting options, providing a tailored view of the data that meets their specific needs.

How to use the View Editor?

1. Accessing the View Editor:
   • Navigate to the View Editor from the UI.
   • Select the entity for which you want to create or modify a view.
2. Creating a New View:
   • Click on Create New View to start a new view configuration.
   • Provide a Name for the view (e.g., "Active Customers", "Pending Invoices").
3. Adding Columns:
   • Click on the Add Columns button. This action will open a modal where you can select multiple fields to be included in the view.
   • In the modal, check the boxes next to the fields you want to add to the view.
   • Once you have selected the desired fields, click OK to add them to the view.
4. Rearranging Columns:
   • After adding columns, you can rearrange their order using drag-and-drop functionality.
   • Click and hold the column header, then drag it to the desired position in the column list.
5. Defining Column Properties:
   • For each column, configure properties by double click on column such as:
     • Width: Adjust the width of the column for better readability.
6. Applying Filters:
   • Click on the Edit Filter Criteria option to define conditions that records must meet to be displayed in the view.
   • Specify the field, operator (e.g., Equals, Contains), and value for the filter.
   • Multiple filters can be combined using logical operators (AND/OR) to refine the displayed data.
7. Saving and Publishing the View:
   • After configuring the view, click Save to store your settings.
   • To make the view available to users, click Publish. This action will apply the view to the entity and allow users to access it from their data grids or dashboards.