Configuring Views

Article Number:040612

You can create views and configure their settings to meet your needs. For example, you can select the fields to be displayed in a view or specify record filter conditions.

The steps to configure a view are as follows.

Step 1: Set a view name
Step 2: Specify the display format of the view and the fields to be displayed
Step 3: Configure the conditions for displaying records in the view
Step 4: Set the display order for records displayed in the view
Step 5: Save the view settings

Step 1: Set a view name

  1. Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
    Screenshot: The "App Settings" icon is highlighted

  2. On the App Settings screen and click the App Settings tab.

  3. Click the Add new view icon (the plus sign-shaped icon) at the right of the screen.
    Screenshot: The "Add new view" icon (the plus sign-shaped icon) at the right of the screen is outlined in red

  4. Enter a view name in the Name section.
    Screenshot: The "Name" input field is highlighted in red Proceed to Step 2.

Step 2: Specify the display format of the view and the fields to be displayed

Specify the display format in the Visible Fields and Column Order section.
The following three display formats can be selected.

  • List view
  • Calendar view
  • Custom view

Screenshot: The options in the "Visible Fields and Column Order" section are outlined in red

To create or edit a custom view, kintone administrative permission is required. If you do not have kintone administrative permission, the Custom view option is not displayed in the Visible Fields and Column Order section on the View settings screen.

After configuring the settings for the display format that you specified, proceed to Step 3.

If you select "List view"

Place the fields that you want to be displayed on the "View" screen.

To place fields, drag them from the list on the left side of the screen and drop them in the area on the right.
Fields are displayed on the "View" screen in the order that they are listed in the area on the right side of the screen.
Screenshot: Placing a field in a list view's settings

You can reorder placed fields by dragging and dropping them. Screenshot: Changing the order of fields on the View settings screen

If you want to remove fields one by one, click the Settings icon at the right of each field and select Delete. Screenshot: The "Delete" icon is displayed on the View settings screen

Adding all of the available fields

To add all of the available fields, click Add All. This allows you to add all of the remaining fields with a single click, without needing to drag and drop the fields one by one.

Screenshot: The "Add All" button on the View settings screen is highlighted

Clearing all of the fields

To clear all of the fields that have been placed, click Clear All.
This is beneficial when you want to edit an already configured view, or when you want to reset the field order and start from the beginning.

Screenshot: The "Clear All" button on the View settings screen is highlighted

If you select "Calendar view"

Configure the Date and Title settings.

Screenshot: The calendar view options are outlined in red

Date

Select a field for specifying on which date to display calendar titles.
Records will be displayed on the calendar based on the date or datetime specified in the field.

You can select the following field types.

  • Created datetime
  • Updated datetime
  • Date
  • Date and time

Title

Select a field to be displayed as a title on the calendar.

You can select the following field types.

  • Record number
  • Text
  • Text area
  • Rich text
  • Attachment
  • User selection
  • Department selection
  • Group selection
  • Created by
  • Updated by
  • Assignee
  • Number
  • Calculated
  • Link
  • Lookup

If you select "Custom view"

Configure the Use This View in, Enable pagination, and HTML settings. Screenshot: "Custom view" is selected

Use This View in

Select Desktop view only or Both Desktop and Mobile-optimized views.

View ID

Displays the view's ID. The ID is automatically assigned.

Enable pagination

If this checkbox is selected, pagination is displayed on the "View" screen.

HTML

Write HTML code for the view.
The following tags are not required:

<html>
<head>
<body>

JavaScript code cannot be used. If you want to use JavaScript, use the JavaScript and CSS Customization feature.

Step 3: Configure the conditions for displaying records in the view

If necessary, configure the conditions for displaying records in the view.
In the Filter section, specify one or more fields to filter records by, along with the filtering conditions.

Screenshot: "Filter and Sort" is outlined in red

Proceed to Step 4.

Step 4: Set the display order for records displayed in the view

If necessary, configure the display order for records displayed in the view.
In the Sort by section, specify the record display order. You can specify up to 5 display order conditions.

Proceed to Step 5.

Step 5: Save the view settings

  1. Click Save at the bottom right of the screen. Screenshot: "Save" at the bottom right of the View settings screen is outlined in red

  2. Click Update App at the upper right of the screen.

  3. On the confirmation dialog, click Update App.

You have successfully created a view.