Views

What This Feature Does

Views allow you to visualize and interact with form submissions in different formats. Instead of seeing submissions only as a list, you can view them as a calendar, a kanban board, a timeline, or an image gallery. Each view type is optimized for different use cases and workflows.

Available View Types

Table View

The default view for form submissions, presenting data in a spreadsheet-like format.

Features

• Sort by any column
• Filter submissions
• Search across all fields
• Show/hide columns
• Export to CSV
• Inline editing (if enabled)

How to Use Table View

1. Navigate to "Forms" and select your form
2. Click the "Submissions" tab
3. Table View is the default view
4. Use the column headers to sort data
5. Use the filter icon to add filters
6. Use the search bar for text search

Configuring Table View

1. Click the "View Settings" button (gear icon)
2. Select "Table View" configuration
3. Configure options:
   • Visible Columns: Choose which fields to display
   • Column Order: Drag to reorder columns
   • Default Sort: Set the default sort field and direction
4. Save your configuration

Tips for Table View

• Pin important columns to keep them visible while scrolling
• Use filters to create focused views of your data
• Export filtered data for reporting

Calendar View

Display submissions on a calendar based on date fields.

Features

• Monthly, weekly, and daily views
• Color-coded entries
• Click to view submission details
• Quick navigation between dates

How to Set Up Calendar View

1. Navigate to your form's submissions
2. Click the view selector dropdown
3. Choose "Calendar View"
4. If prompted, configure the calendar:
   • Date Field: Select which date field to use for positioning
   • Title Field: Select which field to display as the event title
   • Color Field: Optionally color-code by a field value

Configuring Calendar View

1. Click "View Settings" while in Calendar View
2. Configure options:
   • Start Date Field: Field for event start date
   • End Date Field: Optional field for multi-day events
   • Display Field: What text to show on the calendar
   • Color By: Field to use for color-coding
3. Save your configuration

Calendar View Use Cases

• Daily site inspections (view by inspection date)
• Scheduled maintenance (view by due date)
• Training sessions (view by training date)
• Incident reports (view by incident date)

Tips for Calendar View

• Use date range fields for multi-day events
• Color-code by status or category for quick visual identification
• Switch between month/week/day views based on your needs

Kanban View

Visualize submissions as cards organized into columns based on status or category.

Features

• Drag-and-drop between columns
• Visual card layout
• Customizable columns
• Quick status updates
• Card detail preview

How to Set Up Kanban View

1. Navigate to your form's submissions
2. Click the view selector dropdown
3. Choose "Kanban View"
4. Configure the kanban board:
   • Group By Field: Select a field to create columns (typically a Select field)
   • Card Title: Select field to display as card title
   • Card Fields: Select additional fields to show on cards

Configuring Kanban View

1. Click "View Settings" while in Kanban View
2. Configure options:
   • Column Field: The field that determines which column a submission belongs to
   • Column Order: Drag to reorder columns
   • Card Title Field: Primary text on each card
   • Card Description Field: Secondary text on cards
   • Card Image Field: Optional image to display on cards
3. Save your configuration

Kanban View Use Cases

• Inspection workflows (columns: Pending, In Progress, Complete, Failed)
• Issue tracking (columns: New, Assigned, In Progress, Resolved)
• Approval processes (columns: Draft, Submitted, Approved, Rejected)
• Task management (columns: To Do, Doing, Done)

Moving Cards Between Columns

1. Click and hold a card
2. Drag it to the destination column
3. Drop to update the submission status
4. The underlying field value is automatically updated

Tips for Kanban View

• Use Select fields with clear status values
• Limit columns to 5-7 for readability
• Use card images for visual identification
• Color-code cards by priority or type

Gantt View

Display submissions on a timeline with optional dependencies.

Features

• Timeline visualization
• Start and end dates
• Duration display
• Zoom controls (day/week/month)
• Dependencies between items

How to Set Up Gantt View

1. Navigate to your form's submissions
2. Click the view selector dropdown
3. Choose "Gantt View"
4. Configure the timeline:
   • Start Date Field: Field for task start date
   • End Date Field: Field for task end date
   • Title Field: Field to display as task name

Configuring Gantt View

1. Click "View Settings" while in Gantt View
2. Configure options:
   • Start Date Field: When the task begins
   • End Date Field: When the task ends
   • Display Field: Task name to show on timeline
   • Progress Field: Optional numeric field for completion percentage
   • Dependency Field: Optional field linking to other submissions
   • Color By: Field to use for color-coding
3. Save your configuration

Gantt View Use Cases

• Project phase tracking
• Equipment booking schedules
• Work order timelines
• Permit validity periods
• Maintenance schedules

Navigating Gantt View

• Use zoom controls to adjust time scale
• Scroll horizontally to move through time
• Click tasks to view submission details
• Use the date picker to jump to specific dates

Tips for Gantt View

• Use DatePicker fields with range mode for start/end dates
• Include a progress percentage field for completion tracking
• Color-code by project phase or category

Gallery View

Display submissions as visual cards, ideal for forms with images.

Features

• Image-focused card layout
• Grid display
• Card customization
• Quick image preview

How to Set Up Gallery View

1. Navigate to your form's submissions
2. Click the view selector dropdown
3. Choose "Gallery View"
4. Configure the gallery:
   • Image Field: Select the FileUpload field for card images
   • Title Field: Select field for card title
   • Description Field: Select field for card description

Configuring Gallery View

1. Click "View Settings" while in Gallery View
2. Configure options:
   • Image Field: The FileUpload field to use as the card image
   • Title Field: Primary text on each card
   • Subtitle Field: Secondary text on cards
   • Additional Fields: Other fields to show on card hover
   • Card Size: Small, medium, or large cards
   • Cards Per Row: Number of cards per row
3. Save your configuration

Gallery View Use Cases

• Photo documentation review
• Visual inspections
• Progress photo tracking
• Equipment photo logs
• Site condition documentation

Tips for Gallery View

• Require photos in forms you plan to view in Gallery
• Use descriptive title fields for easy identification
• Include date fields to track when photos were taken

Creating and Managing Views

Creating a New View

1. Navigate to your form's submissions
2. Click the "Views" dropdown
3. Click "Create New View"
4. Choose the view type
5. Name your view
6. Configure view-specific settings
7. Save the view

Switching Between Views

1. Click the view selector dropdown
2. Choose from available views:
   • Default views (Table, Calendar, etc.)
   • Custom saved views
3. The submissions display updates immediately

Editing a View

1. Switch to the view you want to edit
2. Click "View Settings" (gear icon)
3. Make your changes
4. Save the updated configuration

Deleting a View

1. Switch to the view you want to delete
2. Click "View Settings"
3. Click "Delete View"
4. Confirm deletion

Note: You cannot delete the default Table View.

Setting a Default View

1. Switch to the view you want as default
2. Click "View Settings"
3. Toggle "Set as Default View"
4. Save changes

This view will load automatically when accessing the form's submissions.

Filtering in Views

All views support filtering to narrow down submissions.

Adding Filters

1. Click the "Filter" button in any view
2. Click "Add Filter"
3. Configure the filter:
   • Field: Select the field to filter by
   • Operator: Choose comparison type (equals, contains, greater than, etc.)
   • Value: Enter the filter value
4. Add more filters as needed
5. Filters apply immediately

Saving Filters with Views

1. Set up your desired filters
2. Save the view configuration
3. Filters are preserved with the view
4. Loading the view applies the saved filters

Quick Filters

Some views offer quick filter options:

• Date range: Filter by date period
• Status: Quick status toggles
• Assigned to: Filter by assignee

Troubleshooting

If a view type is unavailable

• Ensure your form has the required field types (e.g., date fields for Calendar)
• Check that you have permission to access views
• Verify the view is configured correctly

If submissions aren't appearing in Calendar View

• Verify the configured date field has values
• Check that dates fall within the visible range
• Ensure the field is a DatePicker type

If Kanban cards aren't draggable

• Verify you have permission to edit submissions
• Check that the column field is editable
• Ensure the form is not in read-only mode

If Gantt timeline is empty

• Verify both start and end date fields have values
• Check that dates are valid and in the correct order
• Ensure the date range is within the visible timeline

If Gallery images aren't displaying

• Verify the image field has uploaded files
• Check that files are images (jpg, png, etc.)
• Ensure files haven't been deleted from storage

Best Practices

• Match view to use case: Use Calendar for scheduling, Kanban for workflows
• Create role-specific views: Different teams need different perspectives
• Use saved views: Don't recreate filters each time
• Keep views focused: Too many fields clutters the view
• Test with real data: Verify views work with actual submissions
• Document your views: Note what each custom view is for

What's Next

After setting up views, you may want to:

• Learn about Submissions management
• Set up Workflows for automated actions
• Create Document Templates from submission data
• Configure Permissions for view access