A Grid View is a graphical interface that displays data in a tabular format, presenting rows and columns similar to a spreadsheet.

Follow the steps below to create a Grid View:

1. Click the Views button.
2. Select Create View.
3. On the General tab, enter a view name and choose the display column.

   

4. On the Advanced tab, select the sorting column, records per page, view record options, and share settings.

   

4. Click Apply. 

5. You will be redirected to the app home screen. By default, the Grid View displays the records that you are permitted to access.

6. The selected column will appear as filters at the top of the grid view. You can set default Search Criteria by clicking the filter icon.

7. Set your filter criteria: Choose conditions that records must meet. For example, Account Type equals Customer.

8. Specify filter logic: If you have multiple filters, define how they relate to each other. Each filter is assigned a number (e.g., 1 for the first filter, 2 for the second). Use these numbers with AND or OR to define the logic.

For example, if your view includes the following filters:

1. Account Type equals Customer
2. Employees is greater than 2000
3. Industry Type equals Banking

To apply filter logic, enter the filter numbers separated by logical operators.

Examples of filter logic:

1. 1 AND 2 AND 3: Records where Account Type = Customer and Employees > 2000 and Industry Type = Banking.
2. 1 OR 2 OR 3: Records that meet any one of the conditions.
3. (1 AND 2) OR 3: Records that match both Filter 1 and 2, or match Filter 3.
4. 1 AND (2 OR 3): Records where Account Type = Customer and (Employees > 2000 or Industry = Banking).

If you leave the Filter Logic field blank, AppX will automatically apply AND between all filters.