This feature is currently in Beta and may contain some flaws. To report any issues or provide feedback, please contact us.
You can customize the information you see in a Form in various ways. This article describes how to enable Reader view for a high-level overview.
Do you need to see individual Records in full display? Reader form view offers long form display of all the Field values of a Record, one after the other as defined in the Form. Reader view offers one interface for all records, that you can view as a page on a notebook.
For example, in case management it can be beneficial to have a comprehensive overview of an individual case. However in a table format all the information can seem fragmented and difficult to fit into one frame (such as biographic info, current status and any related records about services rendered to that individual).
Reader mode can help get a more digestible high-level view of these cases.
Reader view cannot display Calculated fields or draft records. Drafts are only visible in the Table view.
Switching to Reader view
Reader view is a custom Record viewing option, that you can activate by following these steps:
- Navigate to your Form.
- Filter and sort the Form in Table view, as needed.
- Click “Views” on the toolbar.
- Click “Select columns” to create your selection (“Top level info” in this example) by selecting or deselecting the Columns to include in the personalized view.
- Click “Display table.”
- Select “Reader” mode.
- Name the Untitled view (“Top level info” in this example) by clicking on Untitled view, typing a new title and hitting “Save.”
- Read through all field values for your Record in the Form in an infinite scrollable list.
- Click on Subrecords or referenced records to navigate to them. Records added to Subforms are added as links.
- All attachments in Reader mode are displayed in a list, as shown in the image below. To view the attachments, click on the file name.
- Optionally you can share your custom view with your Database users by clicking on the Custom view and selecting “Set to shared.”
Shared views permission is a prerequisite for these functions. For more information, see Understanding permissions.
As a Database administrator, you have the option to further customize your and your users' experience by setting a shared (custom) view as default view for you and everyone in the Project. For more information, see Changing the default view.