mirror of
https://github.com/twentyhq/twenty
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Update documentation (#14891)
Fix small things and update documentation with more troubleshooting information
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21 changed files with 111 additions and 60 deletions
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@ -5,7 +5,7 @@ This is not related in any way to the main app, which you can find in twenty-fro
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## Getting Started
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We're using Next.JS
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We're using Next.js
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We're using Postgres for the database. Mandatory for the website to work, even locally.
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1. Copy the .env.example file to .env and fill in the values.
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@ -12,10 +12,24 @@ image: /images/user-guide/notes/notes_header.png
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Community-led documentation for Kubernetes deployment is available [here](https://github.com/twentyhq/twenty/tree/main/packages/twenty-docker/k8s)
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### Coolify
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## Others
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Deploy Twenty on servers using Coolify. (official image on Coolify will be available soon)
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Please feel free to Open a PR to add more Cloud Provider options.
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[Coolify documentation](https://coolify.io/docs/get-started/introduction)
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### EasyPanel
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Deploy Twenty on EasyPanel with the community maintained template below.
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[Deploy on EasyPanel](https://easypanel.io/docs/templates/twenty)
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### Elest.io
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Deploy Twenty on servers with Elest.io using link below.
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[Deploy on Elest.io](https://elest.io/open-source/twenty)
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### Twenty on Railway
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@ -23,4 +37,8 @@ Deploy Twenty on Railway with the community maintained template below.
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[](https://railway.com/deploy/nAL3hA)
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## Others
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Please feel free to Open a PR to add more Cloud Provider options.
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<ArticleEditContent></ArticleEditContent>
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@ -120,6 +120,37 @@ That's expected as user is unauthorized when logged out since its identity is no
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</div>
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- If a **POST request** is received, your worker is running successfully. Otherwise, you need to troubleshoot your worker.
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#### Front-end fails to start and returns error TS5042: Option 'project' cannot be mixed with source files on a command line
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Comment out checker plugin in `packages/twenty-ui/vite-config.ts` like in example below
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```
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plugins: [
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react({ jsxImportSource: '@emotion/react' }),
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tsconfigPaths(),
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svgr(),
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dts(dtsConfig),
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// checker(checkersConfig),
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wyw({
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include: [
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'**/OverflowingTextWithTooltip.tsx',
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'**/Chip.tsx',
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'**/Tag.tsx',
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'**/Avatar.tsx',
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'**/AvatarChip.tsx',
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],
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babelOptions: {
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presets: ['@babel/preset-typescript', '@babel/preset-react'],
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},
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}),
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],
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```
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#### Admin panel not accessible
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Run `UPDATE core."user" SET "canAccessFullAdminPanel" = TRUE WHERE email = 'you@yourdomain.com';` in database container to get access to admin panel.
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### 1-click Docker compose
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#### Unable to Log In
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@ -155,6 +186,10 @@ If you're running Twenty behind a reverse proxy and experiencing connection issu
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After making changes, restart both the reverse proxy and Twenty containers.
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#### Error when uploading an image - permission denied
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Switching the data folder ownership on the host from root to another user and group resolves this problem.
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## Getting Help
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If you encounter issues not covered in this guide:
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@ -21,7 +21,7 @@ If you used Docker Compose, follow these steps:
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If you want to upgrade your instance by few versions, e.g. from v0.33.0 to v0.35.0, you have to upgrade your instance sequentially, in this example from v0.33.0 to v0.34.0, then from v0.34.0 to v0.35.0.
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**Make sure that after each upgraded version you have non-corrupted backup.**
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## Version-specific upgrade steps
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@ -20,7 +20,7 @@ Creating notes in the system is intuitive and dynamic. You can either:
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### Adding Content
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Start typing directly or press '/' to add elements like headings, files, or images instantly.
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Start typing directly or press `/` to add elements like headings, files, or images instantly.
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### Format Content
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@ -28,7 +28,7 @@ You can format your notes right from the editor. Use Markdown syntax, press the
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Highlight the text to see more formatting options like bold, italics, and alignment options.
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You can also change the background color and text color of each block to highlight important things in your note. To do so, hover over the block you want to format and click on the `⋮⋮` icon besides the `+` icon. Click on <b>Colors</b> to open up all color options for both the text and the background.
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You can also change the background color and text color of each block to highlight important things in your note. To do so, hover over the block you want to format and click on the `⋮` icon besides the `+` icon. Click on <b>Colors</b> to open up all color options for both the text and the background.
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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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@ -61,7 +61,7 @@ To delete a note:
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1. Open the note you wish to remove by clicking on it from within the `Record page`.
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2. Select the note you want to delete within the notes tab.
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3. Use the `Option` button on the lower right corner to prompt additional actions including delete.
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3. Use the `Option` button in the lower right corner to prompt additional actions including delete.
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4. Complete your deletion when prompted with the confirmation modal.
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Another way to delete a note is through the notes view like you would a regular record. Please be aware that deleting a note is permanent and can't be undone.
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@ -13,7 +13,7 @@ Creating tasks in Twenty is seamless. You can either:
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- Go to the `Tasks`tab and press the `+` button at the top right of the page.
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- Use the search function by pressing `cmd/ctrl + k`, then select 'Create task' from the list of quick actions.
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- Go to a `Record page` and press `+`at the top right of the page, or go to the Task tab and press the `Add Task`button.
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- Go to a `Record page` and press `+` at the top right of the page, or go to the Task tab and press the `Add Task` button.
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<div style={{padding:'70.59% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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@ -36,7 +36,7 @@ Creating tasks in Twenty is seamless. You can either:
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### Adding Task Content
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Once you've created a task you can enrich it with rich content, such as Titles, Bullet points or even images. To do so, press "/" and enter the desired command.
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Once you've created a task you can enrich it with rich content, such as Titles, Bullet points or even images. To do so, press `/` and enter the desired command.
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## Viewing Tasks
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@ -38,7 +38,7 @@ Enter the record name then press `Enter` to save. To edit a record name, click o
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## Delete record
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**Index View:** To delete a record, select the checkbox next to the record and click the delete button on the top right corner.
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**Index View:** To delete a record, select the checkbox next to the record and click the delete button in the top right corner.
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**Record Page:** Tap the `⋮` icon in the top right corner, then select delete.
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@ -31,7 +31,7 @@ If the concept has its own lifecycle, properties, or relationships, it usually d
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These go beyond a single field because they carry their own data and relationships.
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**4. Create an object when the number of related records is open-ended.**
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If something can be linked multiple times and you don’t know how many, it’s better as its own object. For instance, instead of creating fields like “Product 1,” “Product 2,” etc., define a **Product object** and relate it to the original record. This way, you can support one, two, or a hundred products without changing your model.
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If something can be linked multiple times and you don’t know how many, it’s better as its own object. For instance, instead of creating fields like “Product 1”, “Product 2”, etc., define a **Product object** and relate it to the original record. This way, you can support one, two, or a hundred products without changing your model.
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**5. Keep it simple first.**
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Start with fields. Move to new objects only when you feel the limits — too many fields, repeated records, or relationships that don’t fit neatly.
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@ -15,7 +15,7 @@ Fields in an object are akin to the column names in an Excel spreadsheet, indica
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The platform includes Standard Fields by default as predefined fields designed to meet common, universal requirements in business modeling.
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As an example, "First Name" and "Last Name" are standard fields within the `people object`. They're text fields, meant to capture and store the respective names of individuals.
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As an example, "First Name" and "Last Name" are standard fields within the `People` object. They're text fields, meant to capture and store the respective names of individuals.
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As essential parts of the data model, you can't delete them, but only deactivate them.
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@ -33,7 +33,7 @@ For instance, a custom field for SpaceX could be "Rocket Active Status", indicat
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To add a custom field to any object, follow these steps:
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1. Go to `Settings` in the left sidebar.
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2. Go to `Data Model`, then select the object you wish to customize
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2. Go to `Data Model`, then select the object you wish to customize.
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3. Proceed by clicking on `Add Field`.
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4. Choose a field name and type that suits your requirements. Consider adding a field description for better understanding.
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@ -19,13 +19,13 @@ If you have not done so when creating your workspace, connect you **Google or Mi
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- Auto-create contacts based on interactions (optional)
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- Keep communication history visible for your team
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You can do so under Settings → Accounts.
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You can do so under Settings > Accounts.
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You control which contacts are imported in Twenty and what gets shared with the rest of your team: full message content, subject and the metadata (sender, date, subject), or just the metadata. This is the same for your meetings.
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You can configure the visibility and the contact creation preferences under Settings → Email / Calendar.
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You can configure the visibility and the contact creation preferences under Settings > Email / Calendar.
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#### Using another provider?
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This is currently under beta: you can activate this feature under Settings → Releases → Lab tab.
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This is currently under beta: you can activate this feature under Settings > Releases > Lab tab.
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You can add email accounts from any provider that supports IMAP and send emails with SMTP. Synchronizing calendars with CalDAV is coming soon!
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@ -33,8 +33,8 @@ You can add email accounts from any provider that supports IMAP and send emails
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Use the csv import to add contacts who are not in your mailbox, product data or existing enrichment you might have, as well as your previous deals, notes, tasks.
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Import via csv is available for any custom object.
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To import the csv file, make sure to open the Command menu ( ```Cmd + K``` or ```Ctrl + K```) from a view listing the object you're about to upload.
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Then, click on ```Import records```.
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To import the csv file, make sure to open the Command menu (`Cmd + K` or `Ctrl + K`) from a view listing the object you're about to upload.
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Then, click on `Import records`.
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Below are a few guidelines:
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@ -51,11 +51,11 @@ Read [this article](https://twenty.com/user-guide/section/integrations/import-ex
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# 2. Customize your data model
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Twenty offers the flexibility you need to shape the data model that will best support your day-to-day.
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Create objects and fields of any type, inlcuding relations between your different objects. You can do so under Settings → Data Model.
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Create objects and fields of any type, including relations between your different objects. You can do so under Settings > Data Model.
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Here are a few tips:
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- **You are not limited in the number of custom fields nor custom objects**. Adding custom objects and fields will not lead to upgrading your plan.
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- **People and Companies are the two objects from where you will be able to access the emails and meetings**. We recommend using those as much as possible, adding fields to categorize your records if need be. Here is an example:
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- It is best to use the People object for your prospects and partners, creating a field on the People object named ```Person Type```, instead of creating a Partner custom object (from where you will not be able to access the emails exchanged with this person).
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- It is best to use the People object for your prospects and partners, creating a field on the People object named `Person Type`, instead of creating a Partner custom object (from where you will not be able to access the emails exchanged with this person).
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- Create different views under People, one to display partners and one to display prospects.
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- Two People cannot have the same email address. Two Companies cannot have the same domain.
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- You can deactivate fields and objects you do not want to use.
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@ -68,12 +68,12 @@ Read [this article](https://twenty.com/user-guide/section/data-model/customize-y
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Creating different views is key to make the data actionable for your team.
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Here is how to proceed:
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- **Add or hide columns**
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- Manage the fields visible in a given view clicking on Options → Fields (from the top right). You can show/hide fields from there.
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- If the need is punctual, hide a column clicking on its name and then ```Hide```. Add a column clicking on the ```+``` at the very right of the table and select the one you need.
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- Manage the fields visible in a given view clicking on Options > Fields (from the top right). You can show/hide fields from there.
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- If the need is punctual, hide a column clicking on its name and then `Hide`. Add a column clicking on the `+` at the very right of the table and select the one you need.
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- **Reorder fields**
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- Reorder the fields from a given view clicking on Options → Fields (from the top right). Drag and drop the fields to reorder them.
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- If the need is punctual, you can ```Move Left/Right``` a column by clicking on its name.
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- Reorder the fields from a given view clicking on Options > Fields (from the top right). Drag and drop the fields to reorder them.
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- If the need is punctual, you can `Move Left/Right` a column by clicking on its name.
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- **Filter records**
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- This is done from the top right.
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@ -85,8 +85,8 @@ Here is how to proceed:
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- **Save** your view and rename it
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- **Choose the layout**
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- You can switch to a **Kanban layout** or a **Group By** layout -- as long as the object has a “Stage” or similar select-type field.
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- **Add it to your Favorties**
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- You can switch to a **Kanban layout** or a **Group By** layout - as long as the object has a “Stage” or similar select-type field.
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- **Add it to your Favorites**
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- This can be done using the dropdown menu showing the different views.
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@ -9,7 +9,7 @@ sectionInfo: Discover Twenty, an open-source CRM.
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When you log into Twenty for the first time, the layout should feel intuitive. It’s designed to help you move fast and stay organized, without getting in your way.
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## The Main Layout
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The center of the screen is **where your records live** —people, companies, opportunities, tasks, notes, workflows and any other object you created. This is where the day-to-day work happens.
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The center of the screen is **where your records live** — people, companies, opportunities, tasks, notes, workflows and any other object you created. This is where the day-to-day work happens.
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You can **view, edit, delete records** from there as well as **creating new views**.
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## The Navigation Bar
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@ -19,7 +19,7 @@ On the left side, from the top to the bottom, you’ll be able to:
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- Use the **search bar** (press ```/``` to open it instantly)
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- Open the **Settings** section
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**Please note that our API documentation is accessible under the Settings section and not the User Guide.**
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- Have a direct access to your **Favourites views**. Favourites are unique for each user.
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- Have direct access to your **Favourites views**. Favourites are unique for each user.
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- Switch between different objects
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- **Create automations** using workflows
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- Reach out to Support and open our User Guide.
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@ -55,7 +55,7 @@ Open your Settings from the top left to
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- Invite members
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- Edit your profile
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- Customize your workspace: billing, user permissions
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- Discover the latest releases and the upcoming features (under Releases → Lab tab)
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- Discover the latest releases and the upcoming features (under Releases > Lab tab)
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If you do not see all those sections under Settings, reach out to your workspace administrator - some of them have a restricted access.
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@ -8,6 +8,6 @@ sectionInfo: Discover Twenty, an open-source CRM.
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## Implementation Services
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Whether you need help getting started or creating advanced customizations, we have a solution.
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Discover our [Implementation Services](https://twenty.com/implementaion-services) and our [Onboarding Packs](https://twenty.com/onboarding-packages).
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Discover our [Implementation Services](https://twenty.com/implementation-services) and our [Onboarding Packs](https://twenty.com/onboarding-packages).
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<ArticleEditContent></ArticleEditContent>
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@ -12,12 +12,12 @@ Twenty offers APIs in **REST and GraphQL**.
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### Your unique APIs
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Unique APIs are generated for your workspace, to perfectly reflect your custom data model.
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This means you will have a dedicated endpoint for each of your custom objects and custom fields -- which will make the dev experience much nicer!
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This means you will have a dedicated endpoint for each of your custom objects and custom fields - which will make the dev experience much nicer!
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### Benefits of the GraphQL APIs
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- **Batch operations** are available with the GraphQL APIs. You just need to use the plural name of your object.
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*Example*: use the mutation ```CreateCompanies``` instead of ```CreateCompany``` for your batch creation.
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*Example*: use the mutation `CreateCompanies` instead of `CreateCompany` for your batch creation.
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*(This is the reason why the singular and plural names of your object needs to be distinct.)*
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- **Upsert** option is available with the GraphQL APIs.
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@ -80,7 +80,7 @@ For instance, a webhook can alert your system in real-time when someone creates
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### Creating Webhooks
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1. From Settings → APIs & Webhooks → Webhooks, click `+` Create webhook.
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1. From Settings > APIs & Webhooks > Webhooks, click `+` Create webhook.
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2. Enter your URL.
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3. Click Save.
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@ -105,7 +105,7 @@ For instance, a webhook can alert your system in real-time when someone creates
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### Deleting Webhooks
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1. In Settings → APIs & Webhooks → Webhooks, find your webhook.
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1. In Settings > APIs & Webhooks > Webhooks, find your webhook.
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2. Click on your webhook and press **Delete** to remove it. A confirmation popup will appear to confirm.
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<ArticleEditContent></ArticleEditContent>
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@ -30,7 +30,7 @@ You can customize how you share and manage your emails through the settings.
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### Connecting a New Mailbox
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To connect a Gmail mailbox, go to `Settings` > `Accounts`, then click the `Add account` button. You can add several mailboxes to your account.
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To connect a Gmail mailbox, go to Settings > Accounts, then click the `Add account` button. You can add several mailboxes to your account.
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After connecting a mailbox, visit the `Emails` tab and select the desired mailbox to customize its settings.
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@ -31,15 +31,15 @@ Below are a few examples of what you can build.
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- Give your sellers the context they need to be on top of their accounts, bringing **product data** in Twenty
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- Connect your **call recorder** to automatically create a Note in Twenty with the summary of a meeting and a Task with the action items
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- Enrich your leads with demographics enrichment to know who your team is talking to
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- Send the informations needed to generate an invoice when a deal is closed
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- Send the information needed to generate an invoice when a deal is closed
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To do so, you will mainly leverage the ```On a schedule``` and ```Webhook``` triggers, as well as the ```HTTP``` and ```Code``` functions.
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### What if I don't want to build those connections?
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We offer [Implementation Services](https://twenty.com/implementaion-services) to help you create the automations you need.
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We offer [Implementation Services](https://twenty.com/implementation-services) to help you create the automations you need.
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Depending on the scope of you project, we will suggest an [Onboarding pack](https://twenty.com/onboarding-packages) or we will put you in contact with our certified implementation partners. They can create your data model, migrate your data, build your workflows.
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### I'm not sure the connection I need to doable
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### I'm not sure the connection I need is doable
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||||
Send us a message and we will help you assess the feasibility.
|
||||
|
||||
## What we're working on
|
||||
|
|
|
|||
|
|
@ -19,8 +19,6 @@ Sync Twenty with 3000+ apps using <ArticleLink href="https://zapier.com/apps/twe
|
|||
3. Choose the application you want to set as the trigger. A trigger refers to an event that starts the automation.
|
||||
4. Select Twenty as the action. An action is the event performed whenever an application triggers an automation. <ArticleLink href="https://zapier.com/how-it-works">Learn more about triggers and actions in Zapier.</ArticleLink>
|
||||
5. Once you choose the Twenty account that you want to use for your automation, you'll have to allow Zapier to access it by adding an API key. You can learn [how to generate your API key here.](/user-guide/section/functions/api-webhooks)
|
||||
|
||||
|
||||
6. Enter your API key and click on 'Yes, Continue to Twenty.'
|
||||
|
||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
|
|
|
|||
|
|
@ -9,7 +9,7 @@ sectionInfo: Understand how Twenty pricing works.
|
|||
<details>
|
||||
<summary><strong>Where can I switch my subscription to the Organization plan?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`. Then click on `Switch to Organization`.
|
||||
You can do so under `Settings > Billing`. Then click on `Switch to Organization`.
|
||||
|
||||
</details>
|
||||
|
||||
|
|
@ -23,7 +23,7 @@ Please reach out to our team directly via the Support, there is no easy way to d
|
|||
<details>
|
||||
<summary><strong>Where can I switch my subscription to Yearly?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`. Then click on `Switch to Yearly`.
|
||||
You can do so under `Settings > Billing`. Then click on `Switch to Yearly`.
|
||||
|
||||
</details>
|
||||
|
||||
|
|
@ -37,7 +37,7 @@ Please reach out to our team directly via the Support, there is no easy way to d
|
|||
<details>
|
||||
<summary><strong>Where can I see my credit usage?</strong></summary>
|
||||
|
||||
You will find this under `Settings / Billing`.
|
||||
You will find this under `Settings > Billing`.
|
||||
|
||||
</details>
|
||||
|
||||
|
|
@ -62,28 +62,28 @@ This is coming soon! Reach out to us directly in the meantime.
|
|||
<details>
|
||||
<summary><strong>Where can I manage the Billing details?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`.
|
||||
You can do so under `Settings > Billing`.
|
||||
|
||||
</details>
|
||||
|
||||
<details>
|
||||
<summary><strong>Where can I update my payment method?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`. Then click on `View billing details`. You'll be able to add a new payment method there.
|
||||
You can do so under `Settings > Billing`. Then click on `View billing details`. You'll be able to add a new payment method there.
|
||||
|
||||
</details>
|
||||
|
||||
<details>
|
||||
<summary><strong>Where can I update my billing information?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`. Then click on `View billing details`. You'll be able to edit the billing information there.
|
||||
You can do so under `Settings > Billing`. Then click on `View billing details`. You'll be able to edit the billing information there.
|
||||
|
||||
</details>
|
||||
|
||||
<details>
|
||||
<summary><strong>Where can I access my invoices?</strong></summary>
|
||||
|
||||
You can do so under `Settings / Billing`. Then click on `View billing details`. You'll see all your invoices at the bottom of the screen.
|
||||
You can do so under `Settings > Billing`. Then click on `View billing details`. You'll see all your invoices at the bottom of the screen.
|
||||
|
||||
</details>
|
||||
|
||||
|
|
|
|||
|
|
@ -87,7 +87,7 @@ Control access to workspace settings in two ways:
|
|||
|
||||
### Workspace Action Permissions
|
||||
|
||||
Controll access to general workspace actions:
|
||||
Control access to general workspace actions:
|
||||
|
||||
- Toggle **Application All Access** to grant full permissions
|
||||
- Or enable individual actions such as **Send Email**, **Import CSV**, and **Export CSV**
|
||||
|
|
|
|||
|
|
@ -16,7 +16,7 @@ sectionInfo: Learn how to manage your workspace.
|
|||
<details>
|
||||
<summary><strong>I accidentally created multiple workspaces but only need one. What should I do?</strong></summary>
|
||||
|
||||
Just delete the workspaces you no longer need, you can do so under `Settings -> General`.
|
||||
Just delete the workspaces you no longer need, you can do so under `Settings > General`.
|
||||
**Careful: do not delete your account** (accessible under the Profile section) — your account is shared among the different workspaces.
|
||||
</details>
|
||||
|
||||
|
|
@ -29,7 +29,7 @@ sectionInfo: Learn how to manage your workspace.
|
|||
<details>
|
||||
<summary><strong>How can I delete my workspace?</strong></summary>
|
||||
|
||||
You can do so under `Settings -> General`. We hope we'll see you around soon, thank you for giving Twenty a try!
|
||||
You can do so under `Settings > General`. We hope we'll see you around soon, thank you for giving Twenty a try!
|
||||
</details>
|
||||
|
||||
|
||||
|
|
|
|||
|
|
@ -12,7 +12,7 @@ Kanban views visually map out process flows, where each column stands for a dist
|
|||
|
||||
## Move Cards between Stages
|
||||
|
||||
You can move each card between stages as it goes through your workflow by dragging and dropping. To proceed, hold your click on a card and move it to the next stage.
|
||||
You can move each card between stages as it goes through your workflow by dragging and dropping. To proceed, hold your click on a card and move it to the next stage.
|
||||
|
||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
|
|
@ -39,7 +39,7 @@ You can tailor your workflow to suit your needs using stages, which represent a
|
|||
|
||||
### Add Stages
|
||||
|
||||
To add a stage, access the Select Field Settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.
|
||||
To add a stage, access the Select field settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.
|
||||
|
||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
|
|
@ -62,7 +62,7 @@ To add a stage, access the Select Field Settings by navigating to Settings > Dat
|
|||
|
||||
### Remove Stages
|
||||
|
||||
To remove a stage, hover the stage name or the `⋮` icon, click `Edit from settings` in the Select Field settings, and then click <b>Delete</b> next to the relevant stage.
|
||||
To remove a stage, hover the stage name or the `⋮` icon, click `Edit from settings` in the Select field settings, and then click <b>Delete</b> next to the relevant stage.
|
||||
|
||||
<img src="/images/user-guide/kanban-views/edit-stage.png" style={{width:'100%'}}/>
|
||||
|
||||
|
|
@ -76,7 +76,7 @@ You can also rearrange the order of fields by holding down the field name and dr
|
|||
|
||||
## Compact View
|
||||
|
||||
You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle for <b>Compact view</b> after selecting layout in kanban view.
|
||||
You can also hide all the fields and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle for <b>Compact view</b> after selecting layout in Kanban view.
|
||||
|
||||
<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
|
||||
|
||||
|
|
|
|||
|
|
@ -11,7 +11,7 @@ You can see your records in different ways by creating views. In a view, you can
|
|||
|
||||
### Default View
|
||||
|
||||
Each object comes with an unfiltered, unsorted, and undeletable view known as the Default view. It's named after the object's plural name, such as "All Companies," "All People," "All Opportunities".
|
||||
Each object comes with an unfiltered, unsorted, and undeletable view known as the Default view. It's named after the object's plural name, such as "All Companies", "All People", "All Opportunities".
|
||||
|
||||
<img src="/images/user-guide/views/default-view.png" style={{width:'100%'}}/>
|
||||
|
||||
|
|
@ -29,7 +29,7 @@ There are two ways to create a new view. Either directly from the `View Switcher
|
|||
2. Click the `Add View` button at the bottom of the view switcher menu.
|
||||
3. Choose an Icon and name for your View.
|
||||
4. Choose a "View type" between Table and Kanban.
|
||||
5. (Kanban Views only) For your Kanban view, select the Select field you wish to use as the column header. The system prompts you to create one from the Settings before enabling Kanban view creation, if your object lacks a `Select field`.
|
||||
5. (Kanban Views only) For your Kanban view, select the Select field you wish to use as the column header. The system prompts you to create one from the Settings before enabling Kanban view creation, if your object lacks a `Select` type field.
|
||||
6. Click "Create" to generate your new view.
|
||||
|
||||
The newly created view opens automatically.
|
||||
|
|
@ -79,11 +79,11 @@ When you change the `Sorting` and `Filtering` of an existing view, a `Save as ne
|
|||
### Editing and Deleting a View
|
||||
|
||||
To Edit or Delete a view:
|
||||
1. Open the View Switcher
|
||||
2. Hover the View you wish to edit
|
||||
3. Click on the three dots that appear upon hover to edit and delete views
|
||||
1. Open the View Switcher.
|
||||
2. Hover the View you wish to edit.
|
||||
3. Click on the three dots that appear upon hover to edit and delete views.
|
||||
|
||||
Upon clicking on edit, you can change the icon and the name of the view or delete the view completely
|
||||
Upon clicking on edit, you can change the icon and the name of the view or delete the view completely.
|
||||
|
||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
|
|
|
|||
Loading…
Reference in a new issue