Modify View/Manage Sections

Overview

Modify view

Manage sections

Overview

Use Modify View to customize where each field is displayed in your project. For each field, you can adjust the settings for Record View, Filter/Charts, Search Fields, Export, and Results Table View. These options are available for fields selected when you added your data to the project.

You can also use Manage Sections to organize related fields for easier viewing in Record View. By default, fields are placed in Unassigned Sections. If you added source data using an iSearch URL, the fields will automatically be organized into the corresponding sections from iSearch.

Modify view

Use the Turn all off option for the entire section to remove this from all views. You can also use Select All/Deselect All at the top of each column to turn all available fields on or off for that particular view, i.e. Record view, which may be useful during coding exercises. Turn individual fields on or off for each view as needed.

The Filter/Charts option is available only for fields that have been configured as Filterable during Manage Content set up; most fields can be updated to filterable in Manage Content except long text fields which are disabled from being filterable at all times.

Note: Changes made in Modify View apply to all users in the project. Modify Display View (in Record View) and general individual Preferences are currently in development so individual users who are not Managers can also make adjustments to their view only.

Manage sections

Access Manage Sections from Modify View in Settings.

Note: If you added source data using an iSearch URL, sections from iSearch will automatically be created based on the fields you included in the project. You can view and manage these sections in Modify View.

Turn on Manage Sections to add or edit sections. If you have added an iSearch source, all of the fields will be in their appropriate sections already.

If you added source data using a spreadsheet, your project may not have any sections by default. You can create sections as needed.

Click Add New Section, then drag the fields you want to include into the new section. You can also drag and drop sections to reorder them.

When you have finished adding or modifying sections, click Save at the bottom of the screen.

Open the Results Table to view the records in your project, then select a record to view the sections in Record View.

In Record View, you will see your new sections along with any remaining fields that have not been assigned to a section.