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Working With Views

Vaclav Kamenicek
  • Updated

In this article:

About Views

Views determine which data in a Grid is displayed and how. They also enable users to control access to content. Views represent a way to display all or a subset of data in a customized format for different use cases. For example, different Views can be created for translators, LQA, or external contractors within one Grid.

Managing Views

Views are accessible from the drop-down menu located in the top-left corner of a Grid, where a new View can be created and an existing one can be accessed, updated, or deleted.

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To create a new View, click on “Access View” in the drop-down menu. To delete an existing View hover over the View item and click on the trash icon (available only with appropriate rights). Default View is a system View that cannot be deleted.

View configuration does not affect the data itself. Deleting a View does not delete the actual data.

Determining which data is displayed and how

Data can be displayed, hidden, or arranged in a View by the following actions:

  • Hiding, unhiding, edit-enabling, and moving columns (see Organizing Columns for more information).
  • Using View filters to determine, which data is displayed (to create view filters, use the funnel icon next to the Views drop-down menu).
  • Using View sorting to determine how data is sorted (to sort data in a View, click on the sort icon next to the Views drop-down menu).

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Controlling access to content with Views

Once data in a View is displayed as desired, access to it can be controlled by sharing a View with groups of users. 

To manage which groups have access to a View, click on the “Share view” icon in the right pane of a Grid and select a group to share the View with. Members of a group can be granted roles defining their rights within the view (Viewer/Translator/Editor/Creator - see managing of members for more information).

To restrict access to a view, click on a group the View is shared with, then click on the arrow in the bottom right corner of the group icon and choose “Remove from view”. Gridly automatically shares all views with the “Full Access” system group, that cannot be removed. To restrict access to a View for a member of the Full Access group, remove the member from the system group. 

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Another way on how View access can be managed, more suitable for configuring access of a group to multiple views, is to do this from Company settings. 

In Company settings, select Groups, click on a group, choose the “Access” tab, and hit the “Edit Group & Access” button in the top right corner. A modal window appears and access to multiple Views for the group can be granted, by ticking the checkboxes in the list of all Views that exist under the Company. 

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Export data access control

A View can be used to customize what data is included in a translation export. Gridly exports only data displayed in a View. If a Grid contains additional data, not displayed in a View, users can’t export them from the View. 

Note that once a record is deleted in a View, it is deleted completely from the Grid and the record will not be available in other Views of that Grid. This is true also for columns, deleting them in a View means deleting them entirely from a Grid.

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