Creating data views

You can view a subset of all records for a form by specifying a view.

Suppose your organization has been configured into three Companies and you are currently interested only in Company 3. You could create a view of the Company field and display only records in Company 3.

Saved view

If you use a particular view frequently, you can save it for future use.

With the data view active, go to the Tools menu, click Save As Data View. Specify a name for the view and click OK.

To access a saved data view, go to the Tools menu and select Data Views. Views you created are available for selecting.

Organizing saved data views

If you created numerous data views, you can change the order in which they appear in the drop-down list.

From the Tools menu within a form, select Personalization > Manage Views.

From the Manage Views dialog box, you can move items up and down in the list, remove a data view (Remove button) or remove all views (Clear All button). When you are finished making changes to the saved views list, click Save.

In addition to using the Move Up and Move Down buttons, you can also drag and drop items in the list to match the order you wish to see.