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Using Common Features of the Viewing System

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Madhuri Dange
March 10, 2022 13:20

This topic describes how to perform the viewing system operations that are common among the various view types, in the following sub-sections:

  • Defining View Filters
  • Specifying the Fields in a View
  • Enabling a View to Automatically Refresh
  • Scheduling a View to Run Automatically
  • Editing the SQL for Views
  • Specifying Form and Record Templates for a View
  • Working with Views
  • Using Folders and Sharing Views
  • Sorting Views and View Folders in a Service
  • Working with View Templates



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Articles in this section

  • Getting Started with Using the Viewing System
  • Using Common Features of the Viewing System
  • Using List Views
  • Using Chart Views
  • Using Calendar Views
  • Using Pivot Table Views in the Desktop Client
  • Using Pivot Grid Views in the Web Interface
  • Using Map Views
  • Using Gantt Views in the Desktop Client
  • About the Sample Views
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