How to make and edit views

1. First go to the Tab in which you want to create the new view.

For this example we have chosen the "red tags" tab. Once you have selected your tab click the arrow beside the app name then click Create a New View

2. This will open the edit view form.

First name the view. Next ensure that Type of view is set to View and not report. For information on reports see the relevant tutorial page.

The what to search in button gives us a range of options but here we have chosen "All Items".We can also set what Form to display in our new view. Leave description and view type alone for now, these can be edited later if you wish. Now its time to set Access to the new view, by selecting Public we make the view open to all users, Private will only allow the owner (In this case Admin to access the view).

Then set the number of results per page to display in this view and select whether or not to include archived items in the View.

Finally click Next to go to the next step.

3. You will now be prompted to assign columns to your new view.

To do this simply double click a column option in the Available Columns list or highlight and click the add (+) button. This moves the item to the Selected Columns list. Items can be removed from this list by double clicking on them or by highlighting them and clicking the (-) button. You can select where an item appears in the columns list by using the up and down arrows to the right of the Selected Columns box. When you’ve finished setting up your columns click Next to move forward.

4. Now we will discuss adding filters.

Static Filters display information based on set parameters and can be set simply by using dropdown menus on each box.

Dynamic Filters become search fields and are created by clicking Add Var on a particular filter. You will now be prompted to [enter variable name]. When setting these variables it is important that the variable is enclosed in the box brackets shown above otherwise the search will not function.

In the example pictured we see that the filters are set to show all “red tags (title of the view used in this example)” owned by Admin. These red tags can the be searched by status e.g. pending, resolved etc..

When you have set your filters click Finish to proceed.

5. We can now see that Iceberg has created our new list

6. Editing an existing view is similar to making a new one.

To edit a view click the Customise This View option instead of Create New View.

7. To move between views within an app simply select the view you want from within the list pictured and iceberg will load the required view.

8. We can also use the view options to Open View In Excel, which opens the view into an Excel file for further editing

or select print to be given a simplified printer friendly version of the view.