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Table views in a custom app

Customize which records and fields a table shows in a custom app.

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Overview​

When you embed a table in a custom app page, you can create views to manage how the information in the table is displayed.

When you’re looking at the collection of records that belong to a custom object, the records are displayed in a table view. By default, the table view displays the name, owner, and date the record was last modified. You can customize the view to change the following:

  • The name of the view.
  • Which fields are displayed in the table, and in which order.
  • Which records are included in the view.

Customizing the view lets you curate the list of records and refine the display so it highlights the most relevant details. For example, in a list of project assignments, you might want to display the assignee, project name, client name, start date, and status. And you might want to create a separate view for each assignee so you can quickly see their overall project activity at a glance.

Note

Views can be edited from within App Studio or from within Catalog. Changes you make to views in either place will apply everywhere the custom object is displayed in Rippling.

Tables also support default row actions (view, create, edit, delete, according to permissions) and custom actions via functions.

Types of views​

Views can be private or public.

  • Private views are visible only to the person who created the view.
  • Public views are visible to everyone who has access to view the records. To make a view public, you must have permission to manage the object.

If you have permission to manage the object, you can convert a private view to a public view at any time by editing the view. Once you’ve saved a public view, you cannot convert it back to a private view. However, you can delete it and then recreate it as a private view.

Only the person who created a view can edit it.

Permissions required​

To create or edit table views, you must have one of the following permissions:

  • Admin permission for the object.
  • Permission to edit the page containing the table.

To set the default table view, you must have admin permission for the object.

See Access to custom apps.

Create a new view​

To create a new view from within App Studio:

  1. From the main sidebar, hover over the Custom Apps icon and then click on the app to open it.
  2. In the top right corner, click Edit app.
  3. Select the page containing the table you want to modify, then click Edit page.
  4. Click on the table component you want to edit.
  5. In the Table properties panel, next to Saved views, click (+) Add.
  6. Give the view a name.
  7. If you want the view to be public and available to everyone, leave the toggle switched on. If you want this to be a private view only you can access, toggle it off. This option is only available if you have permission to manage the object.
  8. Organize the columns in the table. To add a column, click (+) Add. To remove a column, click (-) next to the column name. Use the handles on the left to drag the columns into your preferred order.
  9. If you want to further refine the list of records that will be shown in the table, click + Add condition and add filter conditions. For example, you could add a condition to filter the view to only records where the Organization type field is Government agency.
  10. If you add multiple conditions, specify the logic for how the conditions should filter the view:
    • When the record matches all of the conditions (AND).
    • When the record matches any of the conditions (OR).
    • When the record matches the custom logic you define (if you’ve added 3 or more conditions). When you select this option, craft the logic using numbers, parentheses, and Boolean operators. For example: (1 and 2) or (3 and (4 or 5)).
  11. Define the default sort order for the view. Select the field you want to sort by, then set the order. For dates, descending order means the most recent date will be at the top.
  12. Set the scope to select whether to show all records or only the ones the viewer owns.
  13. Click Create.
  14. To save your changes to the app and exit, click Done in the top right corner.

The view now appears as an option in the drop-down when viewing the list of records. Select it to instantly apply the view, filtering the records and updating the field display.

Edit a view​

You can edit a table view to change its name, description, field display, and filters. Only the person who created the view can edit it.

To edit a view from within App Studio:

  1. From the main sidebar, hover over the Custom Apps icon and then click on the app to open it.
  2. In the top right corner, click Edit app.
  3. Select the page containing the table you want to modify, then click Edit page.
  4. Click on the table component you want to edit.
  5. In the Table properties panel, under Saved views, find the view and click the pencil icon.
  6. Edit the view as desired and then save the changes.

The changes will be applied to the view. If it’s a public view, the view will be updated for everyone who has access to it.

Set the default view​

You can select one view to be the default view people will see when they review the list of records.

Note

If you don’t deliberately set a default view, the list of all records will be the default view.

To set the default view from within App Studio:

  1. From the main sidebar, hover over the Custom Apps icon and then click on the app to open it.
  2. In the top right corner, click Edit app.
  3. Select the page containing the table you want to modify, then click Edit page.
  4. Click on the table component you want to edit.
  5. In the Table properties panel, under Saved views, find the view and click the bookmark icon.
  6. Click Save.

The view is now the default view and will automatically be selected whenever anyone visits the list of records.

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