---
title: "Overview of Views"
slug: "overview-of-views"
updated: 2024-12-03T17:51:08Z
published: 2024-12-03T17:51:08Z
canonical: "docs.team-tracks.com/overview-of-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of Views

Views are fundamental in **TeamTracks** for managing and interacting with objects throughout the workflow. Each view type is tailored for specific actions.

| View Type | Description |
| --- | --- |
| [Add View](/v1/docs/add-views) | Uses for creating a new object |
| [Display View](/v1/docs/display-views) | Shows the data and other information related to an object |
| [Edit View](/v1/docs/edit-views) | Allows changes to an object by editing |
| [Delete View](/v1/docs/delete-views) | Enables deletion of an object |
| [List View](/v1/docs/list-views) | Displays objects in a list or card format, making it easier to view and manage multiple objects in one place. |
| [Embedded List View](/v1/docs/embedded-list-views) | Shows objects in a list format. Used for parent-child track configurations (relationships), where the parent object can access and manage its child objects directly using embedded lists. |

All views are created under tracks. To get to the **Views** menu, you need to select a track first, the open the configuration menu on the left bar.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(154).png)

Admin Portal

### **Common Features Across All View Types**

Although each view type in TeamTracks has its own dedicated configuration page, some features are universally applicable:

- **Create New Views**
  - Each view type page includes a **Create New** button. When creating a new view, the view type will be preselected and cannot be changed later.
- **View Management**
  - All created views are displayed in a list format on their respective pages.
  - Filtering options are available to help locate specific views quickly.
- **Cloning Views**
  - To duplicate an existing view, click the **Clone** button next to it.
  - A pop-up window will appear to:
    - Enter the name for the new view.
    - Select the type of view to clone into. By default, clone view type will be the same (Unchanged)
  - If you do not want to copy over user role permissions, disable the corresponding checkbox.
  - Click **Clone** to create the new view, which will then appear in the respective view type page.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(97).png)

### Configuring any view

To create a new View:

**Open the View Page** and select **Create New**.

***Name***: Mandatory. Name of the view. This name is used to identify the view throughout the system. This must be a unique value for the given Track.

> [!NOTE]
> Naming views
> 
> Each view in a track should have a unique name. You cannot have two views of different types with the same name.

***Alternative Name******:*** Optional text field. If you add a name in the **Alternative Name** field, this will display as the view name in the agent or client portal.

***Description***: Provide a Description for your view to clarify its purpose. This is for admin use only.

***Instructions***: If you would like to provide notes or guidance at the top of the List View, you can use the **HTML-enabled Instructions field**. This field supports formatted content, allowing you to include structured text, links, or styling to enhance clarity and usability for users.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(59).png)

Admin Portal: Create View Screen

Illustration of the above configuration in the agent/client portal.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(153).png)