TracCloud: Custom Views - Revision history

Redrock at 16:53, 17 June 2026

2026-06-17T16:53:12Z

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Redrock at 20:46, 12 June 2026

2026-06-12T20:46:36Z

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	===Editing a Custom View===		===Editing a Custom View===

	If you need to edit one of your existing views, start by opening the view as usual. Click the Hamburger menu {{#fas:bars}} > Edit View. You also have a few other utilities in this menu, such as downloading the list to a CSV file.		If you need to edit one of your existing views, start by opening the view as usual. Click the Hamburger menu {{#fas:bars}} ➜ Edit View. You also have a few other utilities in this menu, such as downloading the list to a CSV file.

	[[File:2018394.png\|500px]]		[[File:2018394.png\|500px]]
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	===Deleting a Custom View===		===Deleting a Custom View===

	If you no longer need a custom view, start from the main listing, then click the Hamburger menu {{#fas:bars}} > Views > Remove Custom View, then select the view you wish to delete.		If you no longer need a custom view, start from the main listing, then click the Hamburger menu {{#fas:bars}} ➜ Views ➜ Remove Custom View, then select the view you wish to delete.

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Redrock at 17:03, 12 June 2026

2026-06-12T17:03:23Z

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	<div class="pageTitle">Custom Views</div>		<div class="pageTitle">Custom Views</div>

	Custom Views allow you to modify which data columns are visible on certain ~~Listings~~. These columns can ~~even~~ be made editable, ~~so you can quickly review and update data as needed~~.		Custom Views allow you to modify which data columns are visible on certain listings, such as [[TracCloudGuideListingsStudents\|Student Listing]], [[TracCloudGuideListingsAppts\|Appointment Listing]], [[TracCloudGuideListingsRegistrations\|Registration Listing]], etc. These columns can optionally be made editable, allowing quick edits to those fields in the record.

	~~Custom Views can be created on~~ the ~~following pages:<br>~~		This article uses the Student Listing as an example, but the same concepts apply across all supported listings.
	*<i>[[TracCloudGuideListingsAppts\|Appointment Listing]]<br></i>
	*<i>[[TracCloudGuideListingsStudents\|Student Listing~~]]<br></i>~~
	*<i>[[TracCloudGuideListingsRegistrations\|Registration Listing]]<br></i>
	*<i>[[TracCloudGuideListingsVisits\|Attendance Listing]]<br></i>
	*<i>[[TracCloudGuideProfileStaff\|Staff Listing]]<br></i>
	*<i>[[TracCloud:_Documents#Documents_Listing\|Document Listing]]<br></i>
	*<i>[[TracCloudGuideListingsFaculty\|Faculty Listing]]<br></i><br>

	~~For the rest of this article, we'll be using the Student Listing as an example. But the configuration is very similar across all listings, with the primary difference being the data columns available.~~		===Creating a Custom View===

	~~<hr>~~		The following example shows the creation of a Custom View on the Student Listing with fields like first and last names, birthdate, and email as an editable field. From the listing, click the hamburger icon {{#fas:bars}} ➜ Views, then click <i>Create Custom View</i>.
	~~==Setting up our~~ Custom View==

	~~First, let's start~~ with ~~an idea. I want my student listing to contain the students'~~ first and last names, ~~their usernames, birthdates~~, and ~~I want their emails visible and~~ editable.

	From the ~~student~~ listing, ~~we're going to~~ click the hamburger icon {{#fas:bars}}~~, hover over <i>~~Views~~</i>~~, ~~and~~ click <b>Create Custom View</b>.

	[[File:6896473.png\|400px]]<br><br>		[[File:6896473.png\|400px]]<br><br>

	That ~~takes us~~ to the following screen. ~~I'm going to call my view "Birthdates and Emails."~~ Within the <i>Columns Available</i> list, ~~I'm going to~~ add the fields ~~I mentioned previously by clicking~~ the <b>+</b> ~~icon, I'm also clicking~~ the <i>~~A-Z~~</i> ~~icon for Birthday~~ to sort by ~~this~~ field ~~by default~~.		That will take you to the following screen. Within the <i>Columns Available</i> list, add the fields you wish to include using the <b>+</b> button. Drag a field to the <i>Sort by</i> list to sort by that field. Click the A-Z icon to change the sorting from ascending to descending (or vice versa).

	[[File:7841487.png\|900px]]<br><br>		[[File:7841487.png\|900px]]<br><br>

	~~Next up~~, ~~I want to make the Email field~~ editable~~. To do this~~, ~~I'm going to~~ click on the ~~Pencil~~ icon ~~for Email, which will open the following window~~.		To modify attributes of a field, including making it editable, click the pencil icon.

	[[File:2256035.png\|900px]]<br><br>		[[File:2256035.png\|900px]]<br><br>
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	*<b>Column Editable</b> will make the field editable directly from the listing.<br><br>		*<b>Column Editable</b> will make the field editable directly from the listing.<br><br>

	~~The only change I~~'~~ll be making for my example is checking <b>Column Editable</b>. Next up~~, ~~I'll click <b>Save View</b> to~~ save my changes. Going forward, I can always find my custom View in the Hamburger {{#fas:bars}} > Views menu~~. I can also edit data in the email column as defined above~~.		When you're done, save your changes. Going forward, you can always find your custom View in the Hamburger menu {{#fas:bars}} ➜ Views menu.

	[[File:7873839.png\|260px]] [[File:2586144.png\|880px]]		[[File:7873839.png\|260px]] [[File:2586144.png\|880px]]

	~~<hr>~~		===Sharing Your View with Other Users and Groups===
	==Sharing ~~this~~ View with Other Users & Groups==

	If your ~~Custom View~~ would be useful for other ~~users~~, you can ~~easily~~ assign that view to their [[TracCloudGuideProfileGroups\|permission group]]. Go to ~~<i>~~Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Custom Views~~</i>. Add~~ your ~~custom~~ view ~~here~~ and save. Going forward, ~~users~~ in this group will be able to access this ~~View~~ in the same way you can.		If your view would be useful for other staff, you can assign that view to their [[TracCloudGuideProfileGroups\|permission group]] to share it with them. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to modify] ➜ Admin / Modules ➜ Custom Views, then your view and save. Going forward, staff in this group will be able to access this view in the same way you can.

	[[File:6509276.png\|500px]] [[File:4739799.png\|500px]]		[[File:6509276.png\|500px]] [[File:4739799.png\|500px]]

	~~<hr>~~		===Editing a Custom View===
	==~~Edit~~ a Custom View==

	~~Need~~ to ~~make a change? Load~~ your ~~custom~~ view ~~like you would normally~~. Click ~~<i>~~Hamburger {{#fas:bars}} > Edit View~~</i>~~. You also have a few other utilities ~~here as well if needed~~, such as downloading the list to a CSV file.		If you need to edit one of your existing views, start by opening the view as usual. Click the Hamburger menu {{#fas:bars}} > Edit View. You also have a few other utilities in this menu, such as downloading the list to a CSV file.

	[[File:2018394.png\|500px]]		[[File:2018394.png\|500px]]

	~~<hr>~~		===Deleting a Custom View===
	==Deleting a Custom View==

	~~Don't~~ need ~~this particular~~ view ~~anymore? From~~ the main listing, click ~~<i>~~Hamburger {{#fas:bars}} > Views > Remove Custom View~~</i>~~, ~~and~~ select the ~~View~~ you wish to delete.		If you no longer need a custom view, start from the main listing, then click the Hamburger menu {{#fas:bars}} > Views > Remove Custom View, then select the view you wish to delete.

	[[File:8605583.png\|500px]]		[[File:8605583.png\|500px]]

Redrock at 19:04, 31 March 2026

2026-03-31T19:04:46Z

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	For the rest of this article, we'll be using the Student Listing as an example. But the configuration is very similar across all listings, with the primary difference being the data columns available.		For the rest of this article, we'll be using the Student Listing as an example. But the configuration is very similar across all listings, with the primary difference being the data columns available.

	<~~div class="line"></div~~>		<hr>
	==Setting up our Custom View==		==Setting up our Custom View==

Redrock at 23:22, 30 March 2026

2026-03-30T23:22:11Z

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Redrock: Removed protection from "TracCloud: Custom Views"

2026-03-30T22:01:10Z

Removed protection from "TracCloud: Custom Views"

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Redrock at 16:23, 29 July 2025

2025-07-29T16:23:59Z

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	<~~big><b~~>Custom Views</~~b></big><br~~>		<div class="pageTitle">Custom Views</div>

	Custom Views allow you to modify which data columns are visible on certain Listings. These columns can even be made editable, so you can quickly review and update data as needed.		Custom Views allow you to modify which data columns are visible on certain Listings. These columns can even be made editable, so you can quickly review and update data as needed.

Redrock at 23:58, 25 March 2025

2025-03-25T23:58:25Z

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Redrock at 23:36, 25 March 2025

2025-03-25T23:36:15Z

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 *<b>Column Title</b> allows you to rename the column title if preferred. Defaults to the standard field name.
-*<b>Reference</b> shows what field this column is pulling data from.
+*<b>Optional Calculation</b> allows you to calculate this data by Sum, Count, Max, Min, or Avg.
-*<b>Optional Calculation</b> allows you to calculate this data by Sum, Count, Max, Min, or Avg.
+::If "Custom" is chosen, you can enter your own translations for different values. For example, a field like Appointments.Online is formatted as 0, 1, 2, or 3, representing in-person, online, asynchronous, or phone respectively. However, if you add that field to a custom view, you will only see the numeric value unless you use a custom format. For that example, here is how you would write your custom format: <i>choices:0|In-person;1|Online;2|Async;3|Phone</i>
-*<b>Optional Format</b> allows you to format this data in the style of a phone number, currency with or without decimal values, or numeric value.
+::Always start the custom format with "choices:" followed by the value and the replacement text separated by a vertical bar/pipe. Multiple replacements can be entered delimited by a semicolon.
 *<b>Optional Alignment</b> determines where in the column this data sits. Default is Left.
@@ Line 48: / Line 81: @@
 *<b>Show On Line Detail</b> lets you hide the contents of the field while keeping the column visible.
-*<b>Hide this Column</b> will entirely hide this column from view.
+*<b>Hide this Column</b> will entirely hide this column from view while keeping it searchable.
 *<b>Column Editable</b> will make the field editable directly from the listing.<br><br>

Redrock at 18:48, 25 November 2024

2024-11-25T18:48:28Z

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	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
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