When you access a tab in GraceBlocks, the layout of the information in the tab is based on the view. Currently, there three view options: 1) quid view 1) spreadsheet view and 2) messaging view. The messaging view is only activated once messages are activated inside a tab. This activation occurs when a builder adds the messaging thread field type.
By default, when users first enter a tab it displays in the spreadsheet view layout. However, if the messaging view is activated, GraceBlocks remembers information about how you use the system and opens the tab in your last accessed view when you return to the tab in the future.
This article covers:
- How to choose a view
- Overview of quick view
- Overview of spreadsheet view
- Overview of the message view
How to choose a view
When available, the option to toggle views displays in the action toolbar.
Select the icon for the view you want to use.
The selected view appears in the block color, and the view loads into the body of the page.
Overview of quick view
This view presents information in a grid layout with columns and rows in a fast-loading and user-friendly format. It's the primary view for users inside of GraceBlocks.
To learn more about the actions this view supports, see Using quick view.
Overview of spreadsheet view
This view presents information in a grid layout with columns and rows. Each row represents a record, and each column represents a field. It is intended primarily for builders supporting both building and mass editing capabilities. Access to this view can be controlled via user roles and security access levels on a tab-by-tab basis.
To learn more about the actions this view supports, see Using spreadsheet view.
Overview of messaging view
This view is only available in tabs where the messages feature has been activated. Messaging is activated when enabled either through the email field type or the messaging thread field type. This activation occurs when a builder adds the messaging thread field type to the tab. Each record is represented by the record name titled box on the left-hand side.
To learn more about the actions this view supports, see Using messaging view.