- Click the cogwheel icon
on the View results page. - You land on a Filters tab. Choose what filters you need for this View.
- Go to the Columns tab.
- Select or deselect chosen columns.
- Edit the detailed display settings of specific columns.
- Inline Editing - toggle this slider on if you want to edit the values in this column inline.
Note
As of now, inline editing is available only for single-select field types.
- Formatting - Plain Text or Pill. When you choose a pill, you can also choose the pill color for each option.
Note
Filter and column names depend on the fields specified in the metadata template your Box Admin created.
Saving a view
Once you are done with the view configuration, click the Save button. Choose between Save or Save as New view. If you choose the latter, a dialog Create a new view, based on current settings appears, where you need to provide a name for your new view. You can also check the metadata template your view uses. Click Create to add the new view to your Box App.Editing the view
Click the ellipsis button to Delete or Rename view. The name change of the view is reflected on the View block on your Box App immediately. If you choose to Delete view, you need to confirm it in the dialog with the following information appears: Are you sure you want to delete this view? This view will be deleted and all the settings will be lost. To delete the view, check the box I acknowledge this action cannot be undone and click Delete. Click the cogwheel icon to edit the display settings of the view.Duplicating the view
Click the Duplicate icon if you want to have a copy of your current view. Add the View Name in the text input field and duplicate your view.Using the view
You can search the Box App content and filter the results. See Search for Files, Folders, and Content for details.Note
Metadata search in View filters in Box Apps supports partial match.
Note
You can use Box AI in views. Hover over the file name and click the Box AI icon in quick actions for a single file query, or select up to 10 files and click the Box AI button in the toolbar. For more information, see Box AI for Documents.