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Multi-Form Views

Multi-Form Views will show information from several different forms, kind of like a comprehensive report. To create a multi-form view:

  • Go to the set up screen by clicking on the gear icon in the top right corner.
  • In the left column under Data Management select Multi-Form Views.

  • Select the blue New Multi-Form View button.

  • General
    • Label the view and select which type of base will be used, Form Type or Shared Field.

    • Form Type
      • This base will allow any form type to be used, and fields within those forms to be used as columns in the view

    • Shared Field
      • This base will display nodes based on entries within a specific field within a form. This is most often used to display payments using the Total Amount Paid field. When using this base, the user will select a form that the field is located in, and then the field desired. Once the field is selected, a list of all form types that include that field will be displayed below, which can be selected as necessary.

  • Display Columns
    • Select the column to use for sorting when a view is visited, the order to sort, and how many rows to show

    • Select which fields to show as columns in the view. Note: The right column, or "Selected Fields to Show" region will determine what columns display in the view. They can be re-ordered by dragging and dropping them up and down in that region. Adding fields/columns is as easy as finding the field needed in the left column and clicking "Add field". These instructions for adding and removing fields can be found on the Display Columns page whenever necessary.

  • Display Filters
    • The display filters are:
      • Display Regular Filters - this displays information in the regular tabular format

      • Exact Match to View Data - in order to display any information, the user must enter an exact match in a pre-selected field. This is most often used when embedding a violation lookup into a website to allow tenants to check if their vehicle has been towed, and where it is currently located.

  • Permissions
    • Normal permissions as to which roles (Company and Client) are able to use this view
    • System Permissions Exceptions
      • These options will expose information that may not regularly be available to a user
      • The Publicly Accessible option is most often used to embed a vehicle list into a customer website, to display vehicles currently on a lot, or vehicles ready to auction, etc, where the public may need to see information that normally would not be exposed to them.

  • Search Criteria
    • Search criteria will eliminate unnecessary form entries from the view
  • Click Save at the top of the page.

To learn more about default Multi-Form Views, go here.

 

 

 

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