The following views can display multiple records from your database:
By default these views will display every record stored from that object.
You can customize which records are displayed in these views with the Data Source tab:
Data - Add rules to define and limit which records will display.
Sort - Define the order in which records will display.
Limit - If you want to display only a certain number of records instead of all them, you can set a limit. For example, we may want to display our top 10 prospects, so we would set the limit to 10.
The Data section indicates which object the table is displaying and allows you to add rules to filter the records from that object. Click "Add rules to filter records" if you only want to display records that match your rules.
You can add rules that a record must match in order to be displayed. Each rule consists of a field, an operator, and a value. The fields are selected from the table's object. The available operators and values are dependent on the type of field. In the example below, Date is a date field, so you can choose from date-specific operators:
Set the match to determine if records will need to match any of the rules or all of the rules. This only applies if you have more than one rule:
Groups allow you to group rules together within the matching. Two examples help to explain this functionality.
All match + Any group. The match is set to all and the grouping is set to any. This means that records will display if:
- Date is during the previous 3 months AND
- Amount is higher than $10,000 AND
- At least one match from the group:
- Notes is not blank OR
- Campaign is Annual Fundraiser
Any match + All group. The match is set to any and the grouping then is set to all. This means that records will display if:
- Date is during the previous 3 months OR
- Amount is higher than $10,000 OR
- All matches from the group:
- Notes is not blank AND
- Campaign is Annual Fundraiser.
Sorting will determine the order in which records will display. You can sort on most fields in two directions. You can also add multiple sort rules if needed. In the example below, the donation records are first being sorted by donor, and then by amount:
Note: Object sorting preferences do not apply to records displayed in a view in any manner. Sorting on an object only applies to Builder Data record sorting and for dropdowns used with this object in a connection field.
The view will display all the available records by default. If you only want to show a limited number of records (for example, you may want to show your top 10 donors or prospects), you can update and enter a new limit: