An Author has the ability to create new Views to make it easier for the user to see their data. Authors can even dictate which set of records is displayed. Different Views can be created to display different sets of records that would address the reporting needs of different user groups.

An Author has the ability to specify the following when creating a View:

• The name of the View
• List of fields to be displayed as columns
• The order by which the columns are displayed
• The sort order of the set of records
• The selection criteria which determines the records that appear in the record list

Before an Author can create a new view, they must be in Author mode.

As an Author, you can add a new View by creating one from scratch or by copying an existing View and updating it.

Create a new View from scratch

1. To create a new view, in the Collection's page, click on the wrench in the middle of the screen, right above the View. In the menu displayed, place the cursor over Views and then click on Add View in the sub-menu. This will display the Add View window.

2. In the Add View window, enter a name for the View that you are creating in the View Name field.

3. Define the columns that you want to be displayed.

• To add columns in the View, click on the white box with the black plus sign. If you click on the first one, it will add a column to the left of the first column. If you click on the last one, it will add a column to the right of the last column.
• To enter a name for the column, click on the column header . If you do not specify a name before selecting the field to display, the name of the field will be displayed by default.
• To specify which field to display in the column, click on the button in Display Field section (located in the bottom right-hand corner of the Add View window) . You will see the Select a Field window that displays all the fields in the active collection. Select the field by clicking on the field name. Once you've selected a field, the Select a Field window will close and the field name will be displayed in the Display Field section. Note that any field formats defined in the form (for example, date fields, numbers, currency) will be propagated to the view.
• To specify the width of a column, click on the blank field located at the bottom of the column. You can specify the column width as a percentage of the screen width (n%), or the absolute pixel width (n), or leave it blank for auto-sizing.
• To move a column, click on the column header, hold down the mouse and drag it to the new location.
• To delete a column, click on the red box with the white x inside the column header.

4. Click on the button in the Filter field to define the filters (for example, to display only resources who are in Sales) and sort order of records (for example, by Name, in ascending order)

5. When you are finished defining the new View, click Save or Save and Exit in the Add View window. Your new View will appear in the view drop down menu in the Collection page.

Copy and update an existing View

As an Author, you do not have to always create a View from scratch. You also have the ability to copy and edit an existing View to "create" a new one. For instructions on how to do this, please refer to the Copying a View book page.