View Configuration - Configuration Guide

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Overview

Views in the Permitting System provide different ways to visualize and interact with entity records. This guide covers the configuration of four view types: Grid View, Kanban View, Dashboard View, and Form View. Each view type serves different purposes and can be configured with specific permissions to control access.

View Types Available

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Prerequisites

Before configuring views, ensure:

• User has Entity Manager access permissions
• At least one Entity has been created
• Entity has fields configured (especially for Kanban views)
• User has appropriate role permissions for view management

Permission Requirements

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Understanding the View Architecture

Navigation Structure

Views in the Entity Manager are organized hierarchically:

1. Sidebar Menu - Contains menu items (folders) that organize views
2. Tab Views - Within each menu item, views are displayed as tabs
3. Entity Independence - Any view can pull data from any entity, regardless of its location in the sidebar

Creating Views

There are two ways to create views:

Option 1: Create via Sidebar Plus (+) Button

Navigation: Entity Manager -> Sidebar -> Click + icon

This opens a menu with the following options:

Note: Any option selected from the sidebar + button creates a new sidebar menu item. The view type you select (Grid, Dashboard, Kanban, or Form) becomes the first tabular view within that new menu item. Selecting "Folder" creates an empty menu item where you can add views later. Additional views can then be added as tabs within the menu item.

Option 2: Create via View Tabs

Navigation: Entity Manager -> Click on any Menu Item -> View Tabs -> + Add View

When inside a menu item, you can add additional views as tabs. These views are specific to that menu item but can source data from any entity.

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Section 1: Grid View Configuration

1.1 Creating a Grid View

Grid views display entity records in a tabular format with sortable columns and advanced filtering capabilities.

Navigation:

• Sidebar -> Click + icon -> Grid, or
• Menu Item -> View Tabs -> + Add View -> Grid

1.2 Grid View Creation Steps

The grid view creation is a multi-step process:

Step 1: Basic Information

Step 2: Column Selection

After naming and selecting the entity, you can configure which fields appear as columns:

• Remove Fields: Exclude specific fields from the view

Step 3: Filters, Sorts, and Pins

Configure the default view settings:

1.3 Grid View Features

Column Configuration (After Creation)

Once the grid view is created, you can modify columns directly:

• Hide Field: Right-click column header -> Hide field (or use EyeOff icon)
• Field Description: Right-click column header -> Field Description to view field details
• Column Visibility: Toggle column visibility for the current session

Filtering Options

String Field Operators:

Number Field Operators:

Date Field Operators:

Select/Dropdown Operators:

Boolean Operators:

Available Boolean Options:

• True (value: true)
• False (value: false)

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Section 2: Kanban View Configuration

2.1 Creating a Kanban View

Kanban views display records as cards organized into columns based on a single-select field (Dropdown or Radio).

Navigation:

• Sidebar -> Click + icon -> Kanban, or
• Menu Item -> View Tabs -> + Add View -> Kanban

2.2 Kanban View Settings

2.3 Field Requirements

The Kanban grouping field must be one of:

• Dropdown field type
• Radio field type

Note: The dialog description states: "Pick a single-select field (Dropdown or Radio) -- this will be used to group participants in the Kanban view."

2.4 Kanban View Validation Rules

2.5 Kanban Header Controls

The Kanban view header provides several controls for customizing the display:

2.6 Kanban Customization (Customize Button)

Navigation: Kanban View -> Click Customize button (gear icon) -> Configure card display

The Customize drawer allows you to configure what fields display on Kanban cards.

Customize Panel Features

Configuration Steps

1. Click the Customize button (gear icon) in the Kanban header
2. The customization drawer opens on the right side
3. Use the Fields dropdown to select fields to display on cards
4. Reorder fields by dragging them in the preview list
5. Toggle Show All to display all fields on cards
6. Close the drawer to apply changes

Drawer Labels:

2.7 Stacked By (Change Grouping Field)

Navigation: Kanban View -> Click Stacked By button -> Select new field

You can change the field used to group cards into columns without recreating the view.

Help Text: "Choose a field (dropdown, radio) to group participants in the Kanban view."

2.8 Hide/Show Columns

Navigation: Kanban View -> Click Hide/Show button (EyeOff icon)

Control which columns (stacking field values) are visible in the Kanban view.

2.9 Kanban View Layout

Dimensions:

2.10 Kanban Card Features

• Drag and Drop: Move cards between columns to update the grouping field value
• Field Display: Shows configured fields on each card (via Customize)
• Unassigned Column: Records without a grouping value appear in "Unassigned" column
• Field Limit: By default, cards show limited fields with "more fields" indicator
• Add New: Create new records directly in a column

Text Constants:

2.11 Date Formatting

Kanban cards use the following date format:

• Full Format: PPpp (e.g., "Dec 30, 2025 at 3:45 PM")

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Section 3: Dashboard View Configuration

3.1 Creating a Dashboard View

Dashboard views provide configurable widgets for displaying charts, metrics, and data visualizations.

Navigation:

• Sidebar -> Click + icon -> Dashboard, or
• Menu Item -> View Tabs -> + Add View -> Dashboard

3.2 Dashboard View Settings

3.3 Widget Types

Available Chart/Widget Types:

3.4 Widget Configuration Options

Data Source Configuration

Aggregation Options

Number Field Aggregations:

Date Field Aggregations:

Text Field Aggregations:

3.5 Date Granularity Options

For time-based charts, the following granularity options are available:

3.6 Sort Options

3.7 Top N Filtering

3.8 Number Widget Display Options

Label Position:

Unit Position:

Currency/Unit Options:

3.9 Dashboard Layout Constraints

3.10 Dashboard Features

• Edit Mode Toggle: Switch between view and edit modes
• Drag & Resize: Reposition and resize widgets in edit mode
• Full Screen Mode: Expand dashboard to full screen
• Export to PDF: Download dashboard as PDF document

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Section 4: View Permissions

4.1 Visibility Options

Each view can have one of three visibility settings:

Default Visibility: personal

4.2 Managing View Permissions

Navigation: Views Header -> View Actions Menu -> Manage Permissions

Permission Dialog Configuration

The permission dialog allows you to:

1. Set the view visibility level
2. Add specific collaborators (for Collaborator visibility)
3. Configure read/write access per collaborator

4.3 View Actions Menu

Available actions vary by view type. Right-click on a view tab or click the three-dot menu to access these options.

Grid View Actions:

Kanban View Actions:

Dashboard View Actions:

Form View Actions:

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Section 5: Form View Configuration

5.1 Creating a Form View

Form views are used for data entry and can be shared publicly for external submissions.

Navigation:

• Sidebar -> Click + icon -> Form, or
• Menu Item -> View Tabs -> + Add View -> Form

5.2 Form View Settings

5.3 Form View Features

• Public Sharing: Generate shareable links for external access
• Field Configuration: Control which fields appear on the form
• Validation Rules: Configure field-level validation
• Conditional Logic: Show/hide fields based on conditions

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Troubleshooting

Common Issues

Cannot Create Kanban View

Check:

1. Ensure you have created at least one Dropdown or Radio field on the entity
2. Verify you have CREATE permission for ENTITY_VIEW
3. Confirm the entity is selected before clicking Add View

Dashboard Widgets Not Loading

Check:

1. Verify the source entity has records
2. Check that the selected field exists and has data
3. Ensure the aggregation type is compatible with the field type

View Permission Changes Not Taking Effect

Check:

1. User must log out and log back in for permission changes to apply
2. Verify the user's role has the appropriate base permissions
3. Check that the view's visibility setting matches the intended access level

Grid View Filters Not Working

Check:

1. Ensure the field type matches the filter operator being used
2. Verify the filter value format (dates must be in correct format)
3. Check that the field is not empty for "is not empty" filters

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Related Documentation

• Entity Builder
• Role-Based Access Control
• Automation Builder

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Code Reference

Source Files

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This guide is aligned with the entity-manager-app codebase as of December 2025.