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 the 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 View to your members

In Gridly, when sharing a View, you are sharing your Views to a Group of members. 

To check whether the View you've created is shared to the members of a Group:

• Click to open Share view.
• You’ll see if your View is being shared with any Groups and members.
• Search by name to find a specific member, or click a Group to see which members are in the Group.

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.