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Improvement
a week ago

Default View Settings Have Moved to Views

Default View Settings are now managed directly in Views, making it easier to control what users see by default.

Previously, admins configured default views in Data Settings. Now, that functionality lives in the Views list, where you can set any view as the default without switching between different areas of the product. This update also introduces the ability for users to edit their existing views.

What’s New

  • Default View Settings moved to Views (Admins):
    You’ll now find the Default View at the top of the views list.  Initially it will always default to show the Number, Submitted At, and Submitter fields in the Default View but it can always be updated to the desired Columns, Filters, and Sort logic.
    Default View in Views
  • Configure document views before publishing

    The Document List now displays the search and view options before any documents are created.  Previously, options like Search, Sort, Columns, Filters, and Views only appeared after the first document was added. Now, you’ll see these controls as soon as you create the app, so you can configure your Default View and other views before publishing your form.

  • Set any View as the default (Admins):
    Select a view, open the menu, and choose Update with current settings to update the default view for all users with that configuration. Or simply make the necessary changes in the Default View and choose the Update with current settings to bring in the updates.
    Update Default View with current settings
  • Edit saved Views (All users):
    You can now update your existing views by selecting the menu and choosing Update with current settings - this will apply any updates to the filter, column, order, etc. to that view.
    Update any View with current settings
  • In-product guidance (All users):
    When visiting Data Settings, you’ll see a message pointing you to the new location.
    Data Setting message about new location
    A pop-up will appear in Views to highlight these changes and help you get started.
    Views pop-up alerting about changes