To better tailor the workspace to users across the ABRA Flexi system, we are introducing new Views. They allow users to customize a specific area of the program for their own work. Views can be shared with all users or only selected ones, or a user can save a View just for themselves.

When you switch to a new version in which the new Views are already available, your original user settings for columns, filters, panels, and form fields are converted automatically. What exactly is converted automatically, and under what conditions, is described in this article.

A View is a new component in the new look of the web application that brings together in one place:

Compared with the original system of saved filters and column settings, Views bring an important improvement – you can switch between the individual column setting variants (System, Default for me, Default for everyone, Custom) and return to the original system definition at any time.

There are several ways to create a new View. We will demonstrate the details using the Issued Invoices list, but the principle applies generally across the entire ABRA Flexi system.

The functions for managing Views are located in the top bar above the list. You can create a new View using the ⋯ icon (Add view) to the right of the View tabs and selecting Create new view.

For a new View, you can set the Color and Name, or add your own Description:

Another way to create a new View is to make a copy of an existing View. Simply click the View tab and select Save as new view from the menu:

The system then creates a copy of this View and appends the text " - modified" to the original name. As in the first case, you can again change the Color, Name, or Description.

You can access the View settings via the gear icon in the top bar, or by selecting View settings in the View tab menu:

You can then save the changes to a new View using the arrow next to the Save view button:

When a user has a View active, they can make various changes in it.

Some of them are not treated as a change to the View. These are mainly changes to the visual part, such as changing a column width, the width of the preview panel, or the height of the summary panel. The system remembers such visual changes for the specific View and the specific user, but does not generally save them into the View.

Users can also make other changes that are treated as a change to the View and must be saved for permanent use. For example, changing the order of columns by dragging them with the mouse, or changing the sorting of records, is treated as a change to the entire View. The system indicates changes made this way with an * next to the View name, see:

You can handle changes made this way using the functions in the top bar:

The same options (Save, Save as new view, Cancel changes) are also offered in the View tab menu, from which you can also access View settings:

In the menu of a specific View tab, you can hide the View (Hide). The menu also lets you rename the View, move it left or right among the tabs, set up its sharing, or delete it:

Hidden Views are still available in View management (the ⋯ icon to the right of the tabs → View management):

Hidden Views are further divided into Views hidden by me and Views hidden by other users. Click the crossed-out eye icon to restore a View.

Deleting is an irreversible step – it permanently removes a previously saved View along with everything it contained. It is done similarly to other actions, via the menu of the specific View by selecting Delete (View management offers the same option in the menu for each View). The deletion must also be confirmed:

To share a View with other users, you need to activate Share with everyone in the company and also Preset as visible in the View settings (View sharing). This displays the View to users as a new tab in the Views panel.

In the new Views, users can customize which columns are displayed in the list, in what order they appear, and how wide they should be. This makes it possible to display only the information that is truly needed for the given module.

You can open the settings using the gear icon at the column header level on the right, or by right-clicking a specific column (Column settings). The column menu also offers other options, such as filtering, sorting, or moving the column:

In the settings themselves, you can then make the required changes, similarly to Views: hide and restore columns or set the background color. You can also switch the settings between:

To cancel all changes made, or to save changes for the Custom, Default for me, and Default for everyone settings, use the buttons at the bottom of Column settings (Apply, the arrow next to it, and the back arrow icon):

Available at the bottom of Column settings (the Conditional coloring section) or in the menu of a specific column.

Here you can define a rule name, define conditions based on the available columns, and set a background color for the entire row or only for the cell of the selected column for matching records. You can combine multiple rules. You can find a detailed guide with examples in the article about row colors.

In addition to adjusting the displayed columns, the new Views also make it easier to work with data filtering. Filters let users display only the records that match the selected conditions.

Use the + Filter button to add a filter condition. The available fields you can filter by are displayed, and you can search the fields by typing their name. The filter condition adapts to the field type.

When filtering by a date field, preset values are offered, as well as the option to enter your own date range or a dynamic condition using advanced properties.

The advanced properties of date fields also display the current result of the condition.

Filtering by a text field offers options suited to filtering text.

Offers only the Yes or No options.

Filtering by a numeric field offers mathematical operators for filtering numbers.

It also lets you enter a +/- tolerance.

Filtering by a field that links to records of another list offers the available values of that list for selection.

Enter a condition for a field and confirm with Apply to activate the filter.

You can tell a filter is active by the highlighted outline around its name, which consists of the field name and the selected condition. Next to the filter name is an eraser icon, which clears the entered condition. The icon is also available when editing an active filter, where there is additionally a trash can icon for deleting the entire filter, that is, the filtered field along with the entered condition.

Filters can be saved to Views for permanent use.

As described in the Views section, a change to columns, sorting, or filters is also reflected as a change to the entire View, which is indicated by an * next to its name.

You can revert and discard all changes (not just those in filters) using the back arrow icon. The additional options Save or Save as new view are offered in the right part of the panel at the Views level.

Alternatively, they are again available in the View settings section.

You can save filters to Views both with a condition and without one, if the condition is cleared. The filter is then ready for the user to use quickly, but it does not contain an entered condition and is therefore not active by default.

Once we know how to prepare our workspace in Flexi to suit our needs using columns and filters, it is also necessary, especially with a larger number of records, to sort the records in the order in which we want to see them and work with them.

We can sort in Ascending or Descending order. Sorting is then performed according to the nature of the column we are sorting by.

If it is a text column, we sort records alphabetically by its content. Ascending goes from A to Z, followed by numbers or empty records after Z; Descending is the reverse.

For numeric or date columns, ascending sorting goes from the lowest number or oldest date to the highest.

Icons next to column names indicate whether sorting is active and which type. The column menu (right-click the column header) lets you change the sorting method (Sort ascending, Sort descending) and also shows which method is currently active.

You can also change the sorting by simply clicking the column header. For ease of use, it cycles through 3 modes: Ascending, Descending, and No sorting.

With multi-level sorting, you can sort by multiple columns at once according to the configured order and sorting methods.

You can open the settings from the column menu (Multi-level sorting), or using the up and down arrows icon in the Views bar:

In these settings, you can specify the order and sorting method for multiple columns (Add sorting). In addition to the sorting method icon, the column header also displays a sequence number according to which the column is evaluated for sorting. The number of columns used for sorting is also displayed on the Multi-level sorting settings icon. You can easily change the order of the sorting columns by dragging them to a new position with the mouse. The first records are always at the top. You can also remove a column from sorting using the trash can icon.

Every change to record sorting is treated as a change to the View.

If you want to use the configured sorting permanently or quickly and repeatedly, you need to save the changes to the View you are using. All the options for saving changes to a View described above apply.

In addition, sorting can be set directly in View settings (the Sorting row):

Document modules include a Summary panel, also known as the Aggregation panel, whose purpose is to summarize the values of various fields across all displayed records that result from all filter conditions of the currently selected View.

The Summary panel is located at the bottom, below the list of documents. Using the buttons on its edge, you can hide or show it or open its settings:

In the settings themselves, we can see and edit as needed the columns by which values are summarized (New card, and the pencil and trash can icons on existing cards). The settings also let you break this summary down into further levels.

For example, a summary of the Total base (CZK) column with the amounts broken down by Currency, where we can choose to include only selected currencies that we want to total in the panel, or all of them, in which case the currencies will be displayed dynamically in the panel according to the displayed documents and their currencies. You can also set a custom Title for a specific panel card.

The panel cards present the fields in the order selected here. The first record (at the top of the settings) is the first card of the panel (first from the left). The panel height can be adjusted by the user. If we reduce the panel height too much and not all the data fits, a "show all" link is displayed, and clicking it opens a side summary panel with all the data.

Like the other parts of the View component, the Summary panel can also be saved for permanent or quick, repeated use. In the View settings, the panel configuration is selected in the Summary panel row (System, Default for me, Default for everyone, Custom, or Summary panel settings):

The options for customizing fields on forms are described in this article.

Within View settings, each user can also set up notifications about new records (the New record notifications toggle). After this is set, the system remembers the first 500 records according to the specified filter conditions, sorting, and so on.

If new records appear in a View configured this way, we will send you a notification once a day.

The ability to create, edit, and share Views depends on the user's permissions.

The system distinguishes between private and shared settings.

A private View is available only to the specific user.

A shared View can also be available to other users.

Creating and editing shared Views requires higher permissions than working with private Views.

In practice, this option is typically available mainly to users with the admin or superuser role.

A View represents the saved display settings of a given module.

It can contain, for example:

This allows users to save their own way of working with a given list or form.

Besides the View definition itself, the system also saves some information separately as user settings.

Typically, this includes, for example:

This means that two users can work with the same View, yet some display details may still differ for them.

Differences between users are most often caused by the following:

So if one user does not see a certain option or cannot save a shared View, it may not be a system error but a consequence of their permissions or the type of settings available to them.