Basic Views

To go through the data more efficiently, we can display the same data through multiple views, such as Kanban, Calendar, Pivot or Graph.

Kanban View

While using the Kanban View, we can drag and drop the records as we desire. 

For example, moving a task from one stage to another in the Project app:

Calendar View

The Calendar View allows us to see records for a specific selected date. For example, let's see how the list of Sale Orders will be displayed at the Calendar view:

Pivot View

The Pivot View is used to see different points of our data as a chart.

We can also add different measure types, by selecting the “+” button on the left side.

Graph View

The Graph View allows us to see our data through multiple types of graphs, such as Bar Chart, Line Chart and Pie Chart. 

Form View

If we click on the Sale Order from the list - we will see the form view of the Sale Order. 

The Form view is a structured interface displaying detailed information about a specific record, allowing users to input, view, and edit data:

Here, on the top of the form view, we can use the tools that are destined for managing the document flow, displayed as buttons:

These are various buttons present at the document (form view) that facilitate certain actions. Different types of documents will have different Smart Buttons:

For example:

In a Sales document, by clicking on the “Customer Preview” Smart Button, we can observe how the customer will see that certain Sales Order.

Next to every form view (of the quotation, order, user, task, contact etc.) there always will be a chatter.