TracCloud: Custom Views: Difference between revisions
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< | <div class="pageTitle">Custom Views</div> | ||
Custom Views allow you to modify which data columns are visible on certain | 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. | ||
This article uses the Student Listing as an example, but the same concepts apply across all supported listings. | |||
===Creating a Custom View=== | |||
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>. | |||
From the | |||
[[File:6896473.png|400px]]<br><br> | [[File:6896473.png|400px]]<br><br> | ||
That | 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> | ||
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> | ||
| Line 38: | Line 26: | ||
*<b>Column Title</b> allows you to rename the column title if preferred. Defaults to the standard field name. | *<b>Column Title</b> allows you to rename the column title if preferred. Defaults to the standard field name. | ||
*<b> | *<b>Optional Calculation</b> allows you to calculate this data by Sum, Count, Max, Min, or Avg. | ||
*<b>Optional Format</b> allows you to change the formatting of this field, see examples below. | |||
::{| class="wikitable" | |||
|- | |||
! Original Value !! Format !! Adjusted Value | |||
|- | |||
| 1234567890 || Phone || (123) 456-7890 | |||
|- | |||
| 1234567890 || $###,##0.00 || $1,234,567,890.00 | |||
|- | |||
| 1234567890 || $#####0.00 || $1234567890.00 | |||
|- | |||
| 1234567890 || $#####0 || $1234567890 | |||
|- | |||
| 1234567890 || #,##0.00 || 1,234,567,890.00 | |||
|- | |||
| 1234567890 || #,##0.0 || 1,234,567,890.0 | |||
|- | |||
| 1234567890 || #,##0 || 1,234,567,890 | |||
|- | |||
| 12345,67890 || ###0 || 12345 | |||
|- | |||
| 2024-01-31 14:30:00 || Y-m-d H:i:s || 2024-01-31 14:30:00 | |||
|- | |||
| 2024-01-31 14:30:00 || Y-m-d h:ia || 2024-01-31 02:30pm | |||
|- | |||
| 2024-01-31 14:30:00 || Y-m-d || 2024-01-31 | |||
|- | |||
| 2024-01-31 14:30:00 || H:i:s || 14:30:00 | |||
|- | |||
| 2024-01-31 14:30:00 || h:ia || 02:30pm | |||
|} | |||
::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> | |||
::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. | *<b>Optional Alignment</b> determines where in the column this data sits. Default is Left. | ||
| Line 48: | Line 69: | ||
*<b>Show On Line Detail</b> lets you hide the contents of the field while keeping the column visible. | *<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> | *<b>Column Editable</b> will make the field editable directly from the listing.<br><br> | ||
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]] | ||
===Sharing Your View with Other Users and Groups=== | |||
==Sharing | |||
If your | 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]] | ||
===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. | |||
[[File:2018394.png|500px]] | [[File:2018394.png|500px]] | ||
===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. | |||
[[File:8605583.png|500px]] | [[File:8605583.png|500px]] | ||
[[Category:TracCloud]] | [[Category:TracCloud Manual]] | ||
</div> | </div> | ||
Latest revision as of 20:46, 12 June 2026
Custom Views
Custom Views allow you to modify which data columns are visible on certain listings, such as Student Listing, Appointment Listing, Registration Listing, etc. These columns can optionally be made editable, allowing quick edits to those fields in the record.
This article uses the Student Listing as an example, but the same concepts apply across all supported listings.
Creating a Custom View
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 ➜ Views, then click Create Custom View.
That will take you to the following screen. Within the Columns Available list, add the fields you wish to include using the + button. Drag a field to the Sort by list to sort by that field. Click the A-Z icon to change the sorting from ascending to descending (or vice versa).
To modify attributes of a field, including making it editable, click the pencil icon.
- Column Title allows you to rename the column title if preferred. Defaults to the standard field name.
- Optional Calculation allows you to calculate this data by Sum, Count, Max, Min, or Avg.
- Optional Format allows you to change the formatting of this field, see examples below.
Original Value Format Adjusted Value 1234567890 Phone (123) 456-7890 1234567890 $###,##0.00 $1,234,567,890.00 1234567890 $#####0.00 $1234567890.00 1234567890 $#####0 $1234567890 1234567890 #,##0.00 1,234,567,890.00 1234567890 #,##0.0 1,234,567,890.0 1234567890 #,##0 1,234,567,890 12345,67890 ###0 12345 2024-01-31 14:30:00 Y-m-d H:i:s 2024-01-31 14:30:00 2024-01-31 14:30:00 Y-m-d h:ia 2024-01-31 02:30pm 2024-01-31 14:30:00 Y-m-d 2024-01-31 2024-01-31 14:30:00 H:i:s 14:30:00 2024-01-31 14:30:00 h:ia 02:30pm
- 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: choices:0|In-person;1|Online;2|Async;3|Phone
- 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.
- Optional Alignment determines where in the column this data sits. Default is Left.
- Show On Line Detail lets you hide the contents of the field while keeping the column visible.
- Hide this Column will entirely hide this column from view while keeping it searchable.
- Column Editable will make the field editable directly from the listing.
When you're done, save your changes. Going forward, you can always find your custom View in the Hamburger menu ➜ Views menu.
Sharing Your View with Other Users and Groups
If your view would be useful for other staff, you can assign that view to their 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.
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 ➜ Edit View. You also have a few other utilities in this menu, such as downloading the list to a CSV file.
Deleting a Custom View
If you no longer need a custom view, start from the main listing, then click the Hamburger menu ➜ Views ➜ Remove Custom View, then select the view you wish to delete.
