LiveDataset

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4. Create Selectors

Create Selectors

updated 11 Sep 2018

Selectors help users focus on a subset of data within a view.

Here a selector on “Manager” makes it easy for you to focus on projects managed by one project manager at a time. You can use the dropdown to switch to projects managed by another manager.

 

Create a Selector

To add/modify selectors you will need account admin access, so you use can design mode.

To create a selector:

1. Press MORE then Modify view
2. Select the Filter & sort tab
3. Under “Selectors”, click on New selector
4. Choose the current view or another view to be the data source for the list of values that can be selected.
   
5. Click on New selector and select the column.
6. Press Add to add this selector.
7. Press Save to save this view.

 

You can click on New selector to create more selectors.

In the example below, two selectors are being added, for columns:

• Manager
• Approval

TIP Use to re-order how selectors are displayed.

Settings

Setting	Description
Allow all	Include the special value [all]. A user selecting [all] shows every entry.
Show Counts	Shows the number of matching entries.

TIP Without “Allow all” users are forced to only see entries based on one value at any time. Check “Allow all” to give them the choice to see everything together.

Further options

You can also configure a selector to be read-only. So that when a value has been chosen for a selector, the column will be shown with a grey background and the values in this column cannot be changed.

To set this option:

1. Select the Adding & editing tab
2. Under Rules, add a rule of type selector-driven read-only