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.

Manage Views

Create a View

By default, when a new Grid is created, a Default View is also generated which shows you all the data in the Grid. This View cannot be deleted, but you can control access to it.

To create a new View:

• Open the Grid and click on the View name in the top-left corner.
• Click Create a view.
• Select the type of View to add: 
  • Collaborative View: Your team members can see the View, and those with permissions can edit the View.
  • Personal View: Only you can open and edit the View.
• Select which columns you want to show in your Views. Click the toggle to select whether to: 
  • View data: show/hide a column.
  • Edit data: be able to edit cell content in a column.
• Click Create.

Customize a View

Now you've created a View, you can customize it to your needs using these functions located next to the View name:

Filter out records with conditions using View filters

• Click to open the View filter.
• Click + Add condition group.
• Add the conditions. 

Learn how to use View filters here: View filters.  

Prevent other members from editing content by Managing Columns

You can lock a column to make some fields uneditable.

• Click   to open Manage columns. 
• Find the column you want to lock.
• Toggle off Edit data to prevent anyone from editing its data.

Learn how to Organize columns here: Organizing Columns.

Sort data

You can Sort your record by one or multiple columns from A→Z or vice versa using Sort. 

• Click to open Sort.
• Click + Add Sort.
• Select a column from the drop-down list.
• Select your sorting method.

Share a View to your members

• Click on the right-hand side toolbar to open Share view.
• You'll see a list of users with whom the view has been shared. There are two ways to share a view with users:
  • Share to specific users: Select the user(s) from the user section in the dropdown list.
  • Share to groups: A group consists of a list of users. This is useful when you want to reuse the list of similar users for permission management. Select the group(s) from the group section in the dropdown list. Learn more about Groups here.
• Once done, click Share.

Publish a View

Publishing a View creates a read-only version of it which can be accessed using a shareable link. You can also embed it into webpages.

• Click on the right-hand side toolbar to open Share view.  
• Select the Publish View tab and click Create Shareable Link.
• Gridly will generate the shareable link and the embed HTML code for your View. 

• To allow those with access to see Grid history, toggle on the Include Grid history in this view switch.
• To unpublish the View, click Disable Shareable Link.

Export data in a View

You can export the data included in a View. 

• Click on the toolbar to export data, or to export data if the View contains translation columns and Dependencies. 
• Confirm the options and click Export. 

Check the detailed tutorial for Localization Export here: Localization Export and Import in Grid. 

If you want to create private views that can only be seen by you, you might be interested in this article: Personal Views.