Views Settings

Entries Listing

Display Methods

Table

The admin user can display entries as a table by:

1. Enabling Entries List View.
2. Enabling the Table option in the view selection menu.
3. When the Table option is enabled, the following fields appear:
   1. Table Columns (Mandatory): Specify the fields to be displayed as table columns in the final view (at least one field must be selected).
   2. Allow Field Changes (Optional): The admin can enable the option to allow field changes.

Note: The admin can set the table view as the default by selecting Default Value so that this view appears as the initial display.

Calendar

The admin user can display entries as a calendar by:

1. Enabling Entries List View.
2. Enabling the Calendar option in the view selection menu.
3. When the Calendar option is enabled, the following fields appear:
   1. Primary Title (Mandatory): Select a text field from the entity to appear as the main title in the calendar (this field must be selected to enable the display type).
   2. Secondary Title (Optional): Select a text field from the entity to appear as the secondary title in the calendar.
   3. Image/File (Optional): Select an image field to appear as an image or file in the calendar.
   4. Date (Mandatory): Select a date field from the entity (this field must be selected to enable the display type).

Note: The admin can set the calendar view as the default by selecting Default Value so that this view appears as the initial display.

Cards

The admin user can display entries as cards by:

1. Enabling Entries List View.
2. Enabling the Cards option in the view selection menu.
3. When the Cards option is enabled, the following fields appear:
   1. Primary Title (Mandatory): Select a text field from the entity to appear as the main title on the card (this field must be selected to enable the display type).
   2. Secondary Title (Optional): Select a text field from the entity to appear as the secondary title on the card.
   3. Image/File (Optional): Select an image field to appear as an image or file on the card.
   4. Display Additional Information (Optional): Enable this option to display metadata such as creation/update date and the name of the creator or the person who updated the entry.

Note: The admin can set the cards view as the default by selecting Default Value so that this view appears as the initial display.

Kanban

The admin user can display entries as a Kanban board by:

1. Enabling Entries List View.
2. Enabling the Kanban option in the view selection menu.
3. When the Kanban option is enabled, the following fields appear:
   1. Primary Title (Mandatory): Select a text field from the entity to appear as the main title on the card (this field must be selected to enable the display type).
   2. Secondary Title (Optional): Select a text field from the entity to appear as the secondary title on the card.
   3. Image/File (Optional): Select an image field to appear as an image or file on the card.
   4. Category (Mandatory): Select a classification field from the entity to appear as columns in the Kanban board (this field must be selected to enable the display type).
   5. Main Reference (Optional): Select a reference field from the entity to appear as the main reference on the card.
   6. Subcategory (Optional): Select a classification field from the entity to appear as a subcategory in the Kanban board.
   7. Date (Optional): Select a date field from the entity to appear as a date on the card.
   8. Kanban Columns (Mandatory): To choose the columns, first fill in the classification field so that the classification values appear for selecting the columns to be displayed in the Kanban board (at least one value must be selected).
   9. Display Additional Information (Optional): Enable this option to display metadata such as creation/update date and the name of the creator or the person who updated the entry.

Note: The admin can set the Kanban view as the default by selecting Default Value so that this view appears as the initial display.

Timeline

To display entries as a timeline, the admin must first add the timeline settings in the entity modification (for more information, see: Timeline). After enabling the timeline via the entity, the admin can display entries as a timeline by:

1. Enabling Entries List View.
2. Enabling the Timeline option in the view selection menu.
3. When the Timeline option is enabled, the following fields appear:
   1. Allow Publishing/Unpublishing Posts (Optional): Enable this option to allow anyone with access to the view to publish/unpublish the post (entry).

Note: The admin can set the timeline view as the default by selecting Default Value so that this view appears as the initial display.

Tree

To display entries as a tree, the admin must first add a reference field and set the source to the same entity, then enable the loop prevention option. The admin can display entries as a tree by:

1. Enabling Entries List View.
2. Enabling the Tree option in the view selection menu.
3. When the Tree option is enabled, the following fields appear:
   1. Reference Field (Mandatory): The admin must select the previously created reference field that represents a reference to the same entity.
   2. Primary Title (Mandatory): Select a text field from the entity to appear as the main title on the card (this field must be selected to enable the display type).
   3. Secondary Title (Optional): Select a text field from the entity to appear as the secondary title on the card.
   4. Image/File (Optional): Select an image field to appear as an image or file on the card.
   5. Main Reference (Optional): Select a reference field from the entity to appear as the main reference on the card.

Note: The admin can set the tree view as the default by selecting Default Value so that this view appears as the initial display.

Mini Cards

To add Counters, the admin can add them by:

1. Enabling Entries List View.
2. Enabling the Mini Cards option in the view selection menu.
3. When the Mini Cards option is enabled, the following fields appear:
   1. Primary Title (Mandatory): Select a text field from the entity to appear as the main title on the card (this field must be selected to enable the display type).
   2. Secondary Title (Optional): Select a text field from the entity to appear as the secondary title on the card.
   3. Image/File (Optional): Select an icon field to appear as an icon on the card.
   4. Date (Optional): Select a date field from the entity to appear as a date on the card.

Note: To fill the fields in all views, the fields must be specified in the display information (for more information on display information, see: View Concept).

Filtering Options

The admin user can enable the filtering option to allow filtering of entry results based on certain conditions, making it easier for the end user to search for the desired entries by:

1. Enabling Entries List View.
2. Enabling the Allow Search option.
3. Enabling the Allow Filters option.

Saving Queries

The admin user can enable the option to save the queries and filters created by the end user by:

1. Enabling Entries List View.
2. Enabling the Allow Search option.
3. Enabling the Allow Filters option.
4. Enabling the Allow Saving Queries option.

Creating Lists

The admin user can enable the option to create a list for entries based on the end user's permissions and use the collection by:

1. Enabling Entries List View.
2. Enabling the Allow Creating List option.

(For more information on lists, see: Lists).

Obsolete Entries

The admin user can enable the option to view obsolete entries that need updating by:

1. Enabling Entries List View.
2. Enabling the Show Obsolete Entries option.

Archived Entries

The admin user can enable the option to view archived entries by:

1. Enabling Entries List View.
2. Enabling the Show Archived Entries option.

Default Sorting

1. Ensure that the Entries List View option is enabled in the view settings.
2. In the Entries List View section, the Sorting option will appear.
3. The default sorting value is the order field, and the direction is ascending. You can change the default value.
4. Add the fields you want to use for sorting. The options include all the fields selected at the view level and metadata fields (Metadata entries).
5. Specify the sorting direction: available options are "Ascending" and "Descending". The default option is "Descending".

Search First

The admin user can enable the search-first option to allow

filtering before displaying entries by:

1. Enabling Entries List View.
2. Enabling the Search First option.
3. When the Search First option is enabled, the following fields appear:
   1. First Filter (Mandatory): The admin must select the field to be used as the basis for filtering so that the end user can filter based on the selected field before displaying results.
   2. Second Filter (Optional): The admin can select another field along with the first field to be used as the basis for filtering so that the end user can filter based on the selected fields before displaying results.
   3. Third Filter (Optional): The admin can select another field along with the first field to be used as the basis for filtering so that the end user can filter based on the selected fields before displaying results.
   4. Fourth Filter (Optional): The admin can select another field along with the first field to be used as the basis for filtering so that the end user can filter based on the selected fields before displaying results.
   5. Auto-fill Fields When Creating New Entry (Optional): After selecting the filters, the auto-fill fields option can be enabled so that the new entry is filled with the pre-selected filter values.

Quick Filters

1. Ensure that the Entries List View option is enabled in the view settings.
2. In the Entries List View section, the Quick Filters option will appear. This section lists all the quick filters added to the entity.
3. Select the quick filters you want to display to the end user.
4. Specify if the filter is applied by default to the entries.

Dashboard View

The admin user can enable the dashboard view option so that the end user can view summaries and statistics related to the entity by:

1. Enabling Dashboard View.

Note: The Search First option cannot be enabled simultaneously with the dashboard view. The admin user can set the dashboard as the default view for the interface by enabling the option to make the dashboard the default page for the interface.

Entry Details

The end user can view the details of any entry by:

1. Enabling Entry Details View.
2. When the Entry Details View option is enabled, the following fields appear:
   1. Select Fields (Mandatory): The admin user must select the fields to be displayed in the entry details view for the end user.

Note: To fill the fields, the fields must be specified in the display information first (for more information on display information, see: View Concept).

Discussion

The admin user can enable the discussion option for the end user to add and interact with comments by:

1. Enabling Entry Details View.
2. Enabling the Show Discussion option.

Permissions for Discussions

The admin user can allow mentioning people by:

1. Enabling Entry Details View.
2. Enabling the Show Discussion option.
3. Enabling the Allow Mentioning People option.

By enabling Allow Attachments, the end user can attach files in the discussion. Note: When enabling attachments, at least one type of attachment must be specified, and the maximum size of the attachment must be set.

Scoping Access to Discussions

The admin user can control access permissions to the discussion by:

1. Enabling Entry Details View.
2. Enabling the Show Discussion option.
3. Enabling the Restrict Messages Within View option.

By enabling the Restrict Messages Within View option, only users within the view can view the entry. Although notification alerts may be sent for mentions, they can only be viewed if the user has access permissions.

Allowed File Types

There are six types of files that the admin user can allow to be attached in discussions:

1. Word
2. PDF
3. ZIP Archive
4. RAR Archive
5. All Images
6. MP4 Videos

The admin user can specify the allowed attachments by:

1. Enabling Entry Details View.
2. Enabling the Show Discussion option.
3. Enabling the Allow Attachments option.
4. Selecting the attachment from the Attachment Type list.

Entry History Log

The admin user can show the entry history and modifications made to the entry in the entry details page by:

1. Enabling Entry Details View.
2. Enabling the Show Entry History option.

After enabling the Show Entry History option, the user can view operations on the entry in the history section of the view and specify the types of operations by enabling the following options:

1. Show Modifications: Allows displaying all modifications made to the entry.
2. Show Who Made Modifications: Allows displaying modifications and who made them.
3. Show Interactions: Allows displaying interactions made on the entry.
4. Show Interaction Details: Allows displaying interactions, who made them, and the date of interaction.

Navigating Between Entries

The admin user can allow the end user to navigate between entries without returning to the entries page by:

1. Enabling Entry Details View.
2. Enabling the Quick Navigation Between Entries option.

Relations

By enabling Show Relations, the end user can view relations as tabs in the entry details view. The admin user can enable the relation by:

1. Clicking on the linked entity option.
2. Specifying the display of the related entity.

Enabling/Disabling Buttons

Buttons that will be displayed to the end user can be enabled by following these steps:

1. In the Enable/Disable Buttons section, all buttons created and published by the admin will be displayed.
2. Click on the button to be enabled.
3. If the button links to a related view (Relation), all available views of the related entity will be displayed.
4. Select the desired view.

Ordering Enabled Buttons

Ordering the action buttons in the view helps the end user to display the enabled buttons based on the order used in the view, enhancing the user experience and interface browsing. To order the buttons, follow these steps:

1. In the Button Ordering section, the main buttons for the system's primary actions, as well as the buttons created and enabled by the admin, will appear.
2. Drag the button to the desired new position.
3. Drop it in the new location.
4. Confirm saving changes after rearranging the buttons to ensure the changes are applied.

Creating Entries

By enabling the Allow Adding Entry option, the end user can add a new entry. When this option is enabled, the fields allowed for the end user to fill out must be specified, with at least one mandatory field. Additionally, the admin must set the action the system will take after saving the entry:

1. Display Message: A message will appear to the user indicating the success of the entry. The user can write the message in the message field in both Arabic and English.
2. Return to Entries View: This action will redirect the user back to the entries view.
3. Clear Fields: This action will clear the fields after saving to create a new entry.
4. Return to Entry Details View: This action will redirect the end user to the entry details page.

Updating Entries

By enabling the Allow Updating Entry option, the end user can update a previous entry. When this option is enabled, the fields allowed for the end user to fill out must be specified, with at least one mandatory field. Additionally, the admin must set the action the system will take after saving the entry:

1. Display Message: A message will appear to the user indicating the success of the update. The user can write the message in the message field in both Arabic and English.
2. Return to Entries View: This action will redirect the user back to the entries view.
3. Return to Entry Details View: This action will redirect the end user to the entry details page.

Archiving Entries

By enabling the Allow Archiving Entry option, the end user can archive a previous entry. When this option is enabled, the admin must set the action the system will take after archiving the entry:

1. Display Message: A message will appear to the user indicating the success of the archiving. The user can write the message in the message field in both Arabic and English.
2. Return to Entries View: This action will redirect the user back to the entries view.
3. Return to Entry Details View: This action will redirect the end user to the entry details page.

Operations on Views

Creating a View

In this section, we will cover the process of creating views following specific steps.

Creating a New View

1. Navigate to the entity you wish to create the view on.
2. Go to the views section in the entity, accessible by clicking on the "Views" tab.
3. Click on the "+" button next to "New View".

Entering Basic Information

1. In the view form, enter the required general information, such as the title and description.
2. Go to the "Access Permissions" section and specify who will have access to the view, whether authenticated users, anonymous visitors, or custom permissions.

Completing Additional Settings

1. Complete any additional settings required for the view, such as specifying categories or view-specific options.
2. Ensure all mandatory fields are filled.
3. Once the information is complete, click on the "Save" button at the top of the page.

Verifying the Data

1. If all mandatory fields are correctly filled, a green pop-up window will appear for a few

   seconds, indicating that the information has been successfully saved.

2. If there are errors, a red pop-up window will alert you to the issue.

Viewing the List

1. You will be redirected to the views list after a successful save.
2. Views are grouped according to their types: Authenticated, Anonymous, or Restricted.
3. The default type is Authenticated, but you can click on other types to view additional views.

Setting the Default View

1. To set the current view as the default, click on the "Set Default View" button.
2. You can also set the view as default from the view settings, specifically in the Access Permissions section, by clicking the Set Default View button.

Sidebar Display

1. To pin the view to the sidebar, click on the Pin to Sidebar button.
2. You can also set the sidebar display behavior to closed/open/retain as explained here.

Editing a View

To edit an existing view, follow these steps:

1. Navigate to the entity you wish to edit the view for.
2. Go to the "Views" tab available in the entity.
3. Click on the view you want to edit from the listed views.
4. The view details page will appear. Make the desired changes to the view's information or settings.
5. After completing the edits, click on the "Save" button at the top of the page.

By following these steps, you can easily and professionally edit views. Always ensure to review and save the changes to ensure they are applied correctly.

Publishing a View

To publish a view and make it available for display, follow these steps:

1. First, navigate to the view you wish to publish in the views list.
2. Find the "Publish" button and click on it.
3. After clicking "Publish", the view will become available for display.
4. The view will appear in the sidebar if the Pin to Sidebar option is enabled in the view settings.
5. The publish view button will change to "Unpublish," allowing you to unpublish the view at any time.

By following these steps, you can easily manage the process of publishing available views.

Deleting a View

To delete an existing view, the user must follow these steps:

1. Navigate to the entity you wish to delete a view for.
2. Go to the "Views" tab available in the entity.
3. Find the view you wish to delete from the listed views.
4. In the row of the view you wish to delete, find the trash icon (delete) and click on it.
5. A confirmation window will appear to verify the deletion. Click "Delete" to confirm the action.

By following these steps, the view will be permanently deleted. Always ensure to confirm your intent to delete before performing the action, as the view cannot be restored once deleted.