Working with Table Views

A table view

Table views represent your data in a tabular format and provide powerful features for formatting, grouping, sorting, and filtering.

Finding Items

To open an item in a form, double-click on the item line in the table view.

Finding items in the table view

Scroll bars are available to navigate long lists of items.

Filtering Items

Filtering helps you narrow down results in a table view. You can apply pre-defined filters or create your own, including custom and auto filters.

Creating a Filter on a Column

Filtering a column
  1. Hover over the column header until the filter icon (funnel) appears.
  2. Click the filter icon.
  3. Select a filter from the dropdown menu.
  4. The filter box appears below the view, showing the applied filter.

Creating a Custom Filter

A custom filter editor
  1. Click the filter icon and select Custom.
  2. Use the Custom AutoFilter dialog to define conditions.
  3. Click Edit Filter in the filter settings box to refine using the Filter Editor.

Creating Auto Filters

The auto filter row
  1. Right-click on a column header.
  2. Choose Show Auto Filter Row.

Editing the filter
  1. Enter values into the filter row. Filtering applies immediately.
  2. To remove the filter row, right-click the header and select Hide Auto Filter Row.

Filtering on Date Fields

  1. Open the filter menu on a date column.
  2. Choose from:
    • Show All
    • Specific Date
    • Prior to This Year

You can click on calendar values to zoom in/out on decades, years, months, or select a specific date.

Grouping Items

Grouping provides better visual organization in table views.

How to Group

The Group By button
  1. Open the table view.
  2. On the View tab, click Group By.
  3. Drag a column header into the Group By box.

Grouping by status

You can filter grouped columns just like standard columns.

Notes on Grouping

  • Avoid grouping by free text fields (e.g., Description), as values are often unique.
  • Date fields support interval grouping:
    • None = Day
    • Day, Month, Year, Smart

The Smart interval groups dates using friendly labels like:

  • Yesterday, Last Week, Next Month
  • Today, Tomorrow, Monday, etc.

Manipulating Columns

You can customize visible columns in a table view to better fit your screen or printing needs.

Adjust Column Width

  1. Hover near the edge of a column header until the double arrow appears.
  2. Drag to resize.

Note: Width changes are temporary and not saved between sessions.

Copying Information

The Edit section on the Home tab

To copy data from a table view:

  1. Select one or more rows.
  2. Press Ctrl + C or use Copy from the Home tab.
  3. Paste into another application with Ctrl + V.

Note: If you use Paste within a view, a new item form will open to receive the pasted info.

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