Data View

Viewing Records

A default view is provided for all the forms and it displays the complete set of records added to the form, using which you can view all the records of your organization.

From your home page, go to Organization > Employee

You will be able to see all the records.

Creating a Custom View

You can create your own view to view employee records, as per your requirements.

Go to the tab for which you would like to create your own view. Other than the default view,if you would like to create your own view, follow the steps given below.

From Home, go to Organization > Employee
Click on the Employee View dropdown
Select Create view
Give a name for the view
Check the box if you would like to set this view as the default one
Under View Permission, specify the option of your choice
Under Select Columns, select the columns that you would like and click the right arrow
Click the double arrow if you would like to add all the columns
Under Criteria, enter any criteria that you would like to set for your view

Click Save

Note: A notification will be sent through feeds to the audience that is chosen under View Permission, once a new view is created.

Editing a View

You can edit a view, after creating it.Follow the steps given below to do this.

From your home page, go to the tab for which you need the view to be edited
For example, if you would like to edit the view of the Employee tab, go to Organization > Employee from your home screen
Hover your mouse over the view name
Click Edit icon on the right hand side
Edit the view as required

Click Save

Deleting a Record

To delete a record added to the system,

Go to the tab where you would like to delete a record
For example, if you would like to delete a designation, from your home page, go to Organization > Designation
Hover your mouse over the record to see the ellipsis icon on the left hand side
Click on the ellipsis icon and select delete

Click Confirm to delete the record

Viewing Audit History

To be able to view audit history of a particular form, you should have first enabled audit history for the particular field in the form. Follow the steps given below to do this.

From your home page, go to Setup (Gear icon) > Forms and Tabs
Click on Forms and go to the employee form
Click on the particular field, and click Field properties

Under Audit, check Enable audit
From home, go to Organization > Employee
Click on the employee name