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 |
|---|---|
Uses for creating a new object | |
Shows the data and other information related to an object | |
Allows changes to an object by editing | |
Enables deletion of an object | |
Displays objects in a list or card format, making it easier to view and manage multiple objects in one place. | |
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.
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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.
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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.
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.
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Admin Portal: Create View Screen
Illustration of the above configuration in the agent/client portal.
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