Views - display and filter your iSheet data

Edit and delete Views

To edit or delete a view, a Site admin can navigate to the iSheet admin page (
Admin
 >
Module settings
 >
iSheets
) and select
Manage views
 from the iSheet
More actions
 menu.
All views created for the iSheet appear on the
Manage views
 page.

Search for a view

As of March 2023, if your iSheet has many views, you can use the
Search View names and description
 field to quickly locate a view with either the name or description.

Mandatory/required columns

As a view can unintentionally hide a mandatory/required column, please ensure the view contains all mandatory/required columns.
In the
Available columns
 list, and the
Manage views
 window, a
Required column
 note indicates that a view is missing one or more mandatory columns.
note
You can check if a view includes all mandatory columns. Open
Admin
,
iSheets
, then select
Check mandatory columns
.
If necessary, select the iSheet to check. A list of views is displayed.
Select
Show
 to see a list of mandatory columns that are missing in the view. Select
More actions
 then
Add mandatory columns
 to automatically add all missing mandatory columns to the view.
Alternatively, select all views you need to update, then select
Update selected views
 in the top-right corner.

Edit views

To edit a view, click on its name. The
Edit view
 page is the same as the
Add view
 page, and any settings may be changed. See Adding and configuring views for more information.
The system created
Draft items
 view may also be edited in certain limited ways. See the Modifying the draft items view section in the Item drafts article for details.

Delete views

To delete a view, select
Delete
 from the view's
More actions
 menu.
A message will prompt for confirmation.
Select
Delete
 to delete the view, or
Cancel
 if you do not wish to proceed with the deletion.
Default and Draft items views
The
Delete
 option does not appear in the
More actions
 menu for a default view.
To delete the
Default
 view, first designate another view as the default. Then you may return to the
More actions
 menu to delete it.
note
It is not possible to delete every view. There must always be at least one view per iSheet (excluding the Draft items view).
note
The system generated
Draft items
 view cannot be designated as the default view, nor can it be deleted or have custom permissions applied.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup

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