Views

Views control how data is structured or displayed on screen. A View can either show all of the records in a single module or a limited set of records for a module (based on a preset filter). Views can be launched from the Modules tab, the Menu tab, or from a Dashboard plug-in.

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View Components

Mark as Favorite

Lets users mark a specific view (and its current filter) as a favorite. When a view is marked as a favorite, the star turns yellow.

To access Favorites, click the + button next to the application tabs.

view_title

Title

Identifies the View by name. If the View was reached through a Dashboard plug-in, the title is the same as the link selected.

Share with Others

Enables the user to send a link to the current View to other Lucity users, allowing them to see the same dataset.
More information on sharing Views

Grids - Each View contains one or more grids, which display tools and records for the module.

Opening Views

Views can be accessed through:

the Dashboard - When a record is selected on the Dashboard, the system launches a user-selected view or the default view.
The Open New View tool - When you click the + button next to the application tabs, you can select a module to open from the Modules, Menu, Favorites, or Recent. Selecting a module here opens the related default View.
a Tool or another View - The program asks the user which View to display when the user launches the view from a tool or attempts to view a related record in another module.
- The ability to choose relies on the Show user a popup of choices to open Work Orders with option.

In This Section

Share with Others