The Data views page

Before you start

• Create a module

The Data views page decides how people browse a moduleModuleA table of business data (for example Customers) with fields, forms, views and automation.Open glossary ↗’s records in App space: as a table, a board, a calendar, a grid you can edit, cards or a list. Open it from Modules by choosing a module, then Dataviews in the top bar. The page title is Data views, and the sentence under it reads “Choose how people browse Contracts in the app.”

○ ○ ○Beezr

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Each tab is one view. The line under its name says Opens first, On, Off or Needs setup.
Show the table view is the switch for the whole view. Each tab has its own.
The settings sit on the left. The count next to Columns is the number of columns in the table.
The Preview shows your own records, as the app will show them.
The desktop and phone buttons change the size of the preview.
Save writes the settings for all six views at once.

What are the six views?

Each view is a tab. You can switch any of them on or off, and people choose between the ones that are on.

Tab	People get	Set it up
Table	Rows and columns, with paging and saved lists	Set up the table view
Kanban	Cards in columns, one column per lookup value	Set up a Kanban board
Schedule	Records on a calendar by date	Set up the schedule view
Spreadsheet	A grid they can edit in place	Set up the spreadsheet view
Cards	A grid of cards with an optional image	Set up cards and list views
List	Compact rows with an optional thumbnail	Set up cards and list views

What do people see in App space?

People switch between the views that are on from the records page. In App space the tabs read Tabular, Kanban Board, Schedule, Spreadsheet, Cards and List.

What do the status lines mean?

Under each tab name you see one of four words.

Status	Meaning
Opens first	This view is on and people land on it
On	The view is on, and people can switch to it
Off	People do not see it
Needs setup	It is on, but something is missing, such as the field to group a Kanban board by

The Table opens first until you pick another view to open first. The Spreadsheet, Kanban, Cards and List tabs each have an Open this view first switch. Turning one on turns the others off, so one view opens first. People switch to the Schedule from the records page.

Tip from a Beezr Consultant

Open the module in App space after you save and click through each view, as a person would. The preview is the server’s real answer, but only App space shows paging, search and filters together.

What happens if I turn a view off?

Your settings are kept. When you turn the view back on, the columns, fields and colours are still there. The tab then shows a notice such as “The table view is off”, and people use the views that are on. Keep at least one view on.

How do I save?

Click Save, or press Ctrl + S. A Data views saved message confirms it. Next to Save you see All changes saved, or Unsaved changes while something is waiting. If you leave the page with unsaved changes, the browser asks first.

Before you save, finish each view that is on. If one needs more, Beezr tells you the first thing to add, for example “Choose what to group cards by”, and opens that tab. Add at least one column to the Table.

After deleting a field, use Remove it on its column, then click Save.

What did I get?

A module whose records people can browse the way that suits them. Every tab keeps its own settings, so you can set up one view at a time and save between them.