Table of Contents

Learning Objectives

 
By completing this lesson, you will be able to:
  1. Flexibly choose the appropriate view type based on business scenarios to improve data readability and operational efficiency.
  2. Master common view configurations including filter, sort, quick filter, and filter list, etc.
  3. Add buttons to views for quick actions, such as creating associated records.
 

Scenario Case

 
As the number of employees continues to grow, the HR department of MEGA Technology Ltd. is raising higher expectations for better data visualization and user-friendly operations. They hope to enhance the configuration of views in the existing Employee Management application to better suit real-world management needs:
 
  1. Optimized View for Active Employees
Currently, the Employee Directory shows both active and departed employees. HR wants to create a new view for active employees with the following criteria:
  • Only display employees who are not marked as "Departed".
  • Sort the view by Entry Date, with the most recently joined employees at the top.
  • Pin “Name” and “Department” as quick filter fields for easy lookup.
  • Add a sidebar grouped by Employment Status (Onboarding, Probation, Active).
 
  1. Employee Gallery
To foster mutual recognition and a sense of belonging among employees, HR plans to add a Gallery View to display photos and departments of all active employees as part of a "Team Showcase" section to promote corporate culture.
 
  1. Self Profile View
HR wants to provide each employee with a personalized view—Self Profile—that shows only the logged-in user's personal record. This saves employees from having to search through the full directory to find their own information.
 
  1. "Assign Course" Quick Action Button
Training plans for each employee must be arranged in advance by HR. To improve efficiency, they want to add an “Assign Course” button to the Employee Directory. When clicked, it should quickly create a related Course Participation Record for the employee. This button should be visible only in the Active Employees view.
 
  1. Training Schedule Calendar View
HR also hopes to manage and view employee training plans in a Calendar View, making it easier to coordinate resources and schedules.
 

Steps

 

Active Employees - Table View

 
  1. In the Employee Directory, click the “+” icon to add a table view, and name it Active Employees.
 
 
  1. Click the down arrow next to the view name and choose Configure View.
 
 
  1. Set a filter: Employment Status not equal to Departed.
 
 
  1. Set the sorting rule: +Custom Sorting ，sort by Entry Date, Latest First.
 
 
  1. Enable Quick Filter: select Name and Department.
 
 
  1. Enable a Filter List grouped by Employment Status, and only show: Onboarding, Probation, Regular.
 
 
  1. Final effect:
    1. Only active employees are shown.
    2. Sorted by entry date .
    3. Frequently used fields fixed at the top via quick filter.
    4. Sidebar filter by employment status.
 
 

Employee Gallery - Gallery View

 
  1. In the Employee Directory, click the “+” icon and add a Gallery View, name it Team Showcase.
 
 
  1. Set a filter: Employment Status not equals to Departed.
 
 
  1. Choose Department as Display Field, and choose Employee Photo as Cover, set appropriate Image Fitting.
 
 
  1. Final effect: visually display all active employees as gallery.
 
 

Self Profile - Detail View

 
  1. In the Employee Directory, click the “+” icon to add a Details view, name it Self Profile.
 
 
  1. Choose Show Details(One) to show only one record, and Turn on Display Record Title.
 
 
  1. Set the Filter: Employee Account is Current User.
 
 
  1. Final effect: each employee sees only their own record in this view.
 
 

Add “Assign Course” Button

 
  1. In the Active Employees view of the Employee Directory, click Configure View → Data Operation → Details Operation ，add a Custom action.
 
 
  1. Name the Button label as Assign Course, set an icon and color, and configure the action to Fill in the form fields.
 
 
  1. Form fill-in setting: For Fill in Object, choose Current Record, choose Create related record, select the Course Participation Record relationship.
 
 
  1. Click Add to complete the creation of this custom action.
 
 
  1. Go to Data Operation → Inline Operation → +Button，Choose the Custom Action of Assign Course.
 
 
  1. Final effect: a button appears in the right-hand column of the table, allowing HR to quickly assign training to employees.
 
 

Training Schedule - Calendar View

 
  1. In the Course Participation Record worksheet, click the “+” icon to add a calendar view, and set Class Date as the start date, set the name as Course Calendar.
 
 
  1. After setup, HR can see all training sessions in a unified calendar.
 
 
  1. HR can also drag and drop records within the calendar to adjust the training date.
 
 
 

Hands-on Practice

 
Now, click the "Open the Practice App" button in the upper right corner of the page to access the hands-on application designed for this course, and start practicing!