The Author has the ability to edit Views to make it easier for the User to see their records in the Record List.

An Author has the ability to change the following for each view in the View Editor:

• List of fields displayed as columns in a View
• The order by which the columns are displayed
• Filter which determines the records that appear in the Record List
• The sort order of the set of records
  
  Before you can edit a View you must be in Author mode.
  
  To edit a Collection's View, click on the wrench in the middle of the screen, right above the View section. In the menu displayed, place the cursor over Views and then find the name of the View that you want to edit in the sub-menu displayed. Place the cursor over the name of the View and click Edit in the sub-menu displayed.
  
  The Edit View window is displayed.

  

  
  

Editing the Columns

While in Author mode, Authors can specify the data fields that appear as columns in a View and the order that those fields appear. The Edit View window allows Authors to add, remove and order columns that appear in the View. Authors can also set the default sort criteria or a filter criteria from this window as well.

1. To add a new Column to the View, click on the plus sign (+). A new column will appear to the left of the plus sign.
   
   
   
   

   

   
   
2. In each column, you can specify the name of the column and which data field in the Collection is displayed under the column.
   
3. You can also specify the column width.
   
4. To move or re-arrange columns, click on the column header and drag it to the new location.
   
5. An unwanted column can be deleted by clicking on the red box with in x inside next to the column header.
   
6. When you have made all the changes, click Save or Save and Exit to save your changes and return to the Collection.

Specifying which records to display in a View and their default sort order

Filters allow Authors to set a View that only displays records with certain values in their data fields. (For example: you can set a View to only display resources from a certain department or tasks that are overdue). Authors can also specify the way records in the Record list are automatically sorted.

1. In the Edit View window, click on the ... button in the Filter field. The Filter and Sort window is displayed.
   
   
   
   
   
   
2. In the Filter and Sort window, specify the filter by selecting the proper field or fields and criteria in the Filtering section.

   

   
   
3. In the Filter and Sort window, specify the sort order of the records by selecting the sort sequence on a field or fields in the Sorting section. Click Done to save your changes.
4. In the Edit View window, click on Save or Save and Exit.

The view will now only display records which match the specified criteria, sorted in the order specified.