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| | #REDIRECT [[TracCloud:_Custom_Views]] |
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| ==Custom Views==
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| Views allow you to change the header of the Student, Visit, Faculty, Registration and Document Listings. Views can also be useful for viewing and/or exporting data from the Trac System. Views can also provide an easy way to view certain data points and modify those data points on screen quickly and efficiently.
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| This newsletter will be walking you through creating a Custom View from the Student listing with the option to modify the listing to change fields for a group of students. 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.
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| From the student listing, we're going to click the hamburger {{#fas:bars}} icon, hover over Views, and click "Create Custom View."
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| [[File:6896473.png|500px]]<br><br> | |
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| That takes us to the View Creation window. I'm going to call my view "Birthdates and Emails." Within the Columns Available list, I'm going to add the fields I mentioned previously by clicking the + icon, I'm also clicking the A-Z icon for Birthday to sort by this field by default.
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| [[File:7841487.png|700px]]<br><br>
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| 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.
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| [[File:2256035.png|700px]]<br><br>
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| The only change I'll be making for my example is checking Column Editable. Next up, I'll click Save View to save my changes. Going forward, I can always find my custom View in the Hamburger icon > Views menu. I can also edit data in the email column as defined above.
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| [[File:7873839.png|400px]]<br><br>
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| Once the view is selected from my saved views you will notice if I click in the email column for a student on my current listing the email column becomes editable. This view allows me to change email data quickly and efficiently right from the listing.
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| [[File:2586144.png|700px]]<br><br>
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| [[TracCloudGuideListingsViews|To learn more about views, including how to share them with other user groups, click here.]]
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| <hr>
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| {{NewsletterContactInfo}}
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| |}
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| [[Category:TracCloud]]
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