Follow these steps to create a list view in Aptify:
- Open the Service for which you want to create a view and locate the More Actions button.
- Select Create View from the drop-down menu.
Complete the Name, Entity Base View, and Description, as desired.
Note
For View Type, while additional options may display, only List View is supported in this release.
- Leaving the Entity Base View field blank creates a view using the entity's default base view.
- Review and update the Fields you want to include in the view.
- The Fields that display by default are those that are included in the DefaultInView option for the service's Entities record.
- To remove a field, highlight the field line and select Delete.
- To add additional fields, scroll to the bottom to select a blank line, or choose an existing field to modify, click the name area on the field line and select a new field from the drop-down.
- Select Filters from the drop-down menu.
- Create and define Filters by specifying the Field Name, Operator, and Value.
- Service defaults to the Service in which the view is being created.
- Click the area below an existing line to create a new line/filter.
- Click the field area to activate the drop-down menu.
- Select a row to highlight a filter and click the Delete button.
- Select Sorting from the drop-down menu, to apply default preferences for sorting.
- Create and define Sorting by specifying a Field Name and Sort Order for any criteria you would like to sort.
- Default sorting will be random if no sorting preferences are specified.
- Click under Field name to activate the drop-down menu.
- Select a row to highlight a filter and click the Delete button.
- After adding your desired information, click OK to complete and launch your view.