To create a data view or filter tab within an app, click on the Filters link next to the tabs.
This will bring up a popup with all the filters you have in
the app. Click on “New Filter” button –
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Filter Name – Name of
the Filter or Tab. Keep it short.
-
Access – Who has access to this tab? All App Users or Just
you?
-
Select columns to display in filter – Select the fields you
would like to display. Typically 5-6 fields fit in well, try not to select more
than that.
-
Add Custom Fields – You can create custom aggregate fields for
Count, Sum, Max, Min & Avg. Leave it blank if you do not wish to create
Custom Fields.
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Group By – You can group the data in the tab based on a
specific field. Leave it blank if you do not wish to group your data.
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Criteria – Add one or more criteria for your filter. Only
records matching this criteria will be shown in the Filter.