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Visual View Settings

Visual View Settings

Any data entered into a Formidable form can be displayed on your site using Visual Views. Learn about the different View types and Advanced settings that you could use to accomplish more with your Views. If you're ready to create a View, you may follow these step-by-step instructions.

When creating a new View, these settings are displayed:

  • Select View Type: You can choose between the Calendar, Classic, Grid, Map, or Table. Visual View Settings - Select View Type
  • Select Data Source: From the Use Entries from Form dropdown, select the form containing the data you want to display. The View Name will be automatically populated with the selected form. Select the Insert View into application dropdown if you want to include the View into an existing application. Visual View Settings - Select Data Source

View type

Calendar

Show entries in a calendar format. Each event on your calendar can be turned into a link to a more detailed single entry page. When you select this option, these dropdowns will appear.

  • Event Date: Determines where an event will appear on the calendar. For example, if you select "Entry Creation date" from this dropdown and create an entry on March 1st, 2013, the entry will appear on your calendar on March 1st, 2013. If you have any date fields in your form connected to this View, you can select a date field from the dropdown. Visual Views Settings Calendar
  • End Date or Day Count: Determines when each event will end if you want to allow multi-day events. If you have a second date field or a number field in your form, you can select this from the dropdown.
  • Event Time: Choose a time field that indicates when each event begins. If you don't select a field, the system will use the first time field as the event start time. If only one time field has a value, only the start time will be shown.
  • Event End Time: For multi-day events, select a time field that represents when the event ends. If you do not select an end time field, only the start time will be displayed.
  • Repeat: Determines the period for any repeating events. If you would like to have repeating events, select a dropdown or radio button field from your form that contains values like "Daily", "Weekly", "Monthly", or "Yearly". If you want more repeat options, check the "Use separate values" option for this field. Then you can add text like "Every other week" with a saved value of "+2 weeks" or even just "2 weeks". Here's an example of what your dropdown/radio button field may look like: Visual Views Repeat FieldVisual Views Repeat1 Field

    Repeating events can also be set with relative PHP date formats. For example, you can add an option like "first Tuesday of next month."

  • End Repeat: Determines the end date for any repeating events. If you have repeating events and would like to set an end date for some or all of the repeating events, select the date field that will determine the end date for the repeating event.

Click here to see an example of a Calendar View. Any text added to the Content box that includes an entry will be used for each date on the calendar. The Detail Page Content box is for single entries. Several shortcodes like [event_date] and [end_event_date] can be used in the Calendar View.

Classic

This View Type can be used to create a new View from scratch. When you select this option, click the Listing Page tab in the View builder and use the Content box to add all the field entries you would like to get listed. Any of the text in the Content box will be repeated for each entry.

Learn how to use the Detail Page Content and Detail Page Slug below. See the demo page for an example of a View with a detailed page.

Grid

This View type enables a drag and drop builder to easily create a View layout using draggable column and row blocks. Learn how to display entries in a listing format, listing format with images, gallery format with the Grid type.

Visual View Settings - Grid View Type

The Grid Style Settings gives you the ability to customize the View styling without any coding experience. Visual View Settings - Grid Style Settings

Grid settings When the Make grid responsive checkbox is enabled and the Number of grid columns is set to 1, responsive styling will be applied to grid layouts with multiple columns. For example, if your View has two columns, the grid view layout will be checked and broken into one column.

For more information on how to use a Grid type, please see this video tutorial.

Map

This View type allows interactive maps to be embedded directly into your pages, where every entry has a location pin on the map. Learn how to display entries on a map using the Map type. Here's how it works:

  1. Install the Geolocation add-on.
  2. Create a Map View. Give it a title and use the address autocomplete to add locations for each entry.
  3. Embed the Map View on a page. When exploring the interactive map, users can zoom in and out to find specific listings or click a marker for detailed information.

Publish Map View

Table

This View Type will automatically show your form entries in a table on the front-end. After choosing a form where the entries will be coming from, you can select the columns you want to display, and the HTML code will be auto-generated in the View builder. Learn how to create a Table View. Visual Views Settings - Table View

Table settings The Table settings has multiple action icons and field options that will give you the ability to customize the View styling. These settings can be found in the View builder.

Click the settings icon on the right side of the column to add a column name, add link to details page, duplicate and delete columns. Visual Views Settings - Table Column Settings

  • Column Name: Set the name for each column in the Table View.
  • Add link to details page: Select this toggle if you have added a Detail page.
  • Duplicate: Create a copy of the existing column
  • Delete: Delete the selected column.
TIP: Click on a column name to trigger renaming it.

Select the Manage columns option to customize which form fields should be shown in the Table View. By default, it will display the current selected and unselected fields. Visual Views Settings - Manage Table Columns

  • Select all: Click this to select all columns in the table.
  • Deselect all: Click this to deselect all columns in the table.
  • Search: Type in the box to search the form field name.

To Add a column, click the Plus icon on the right side of the table. Visual Views Settings - Table Add Column

To Move a column, select the Move icon and drag/drop to re-order the table columns. Visual Views Settings - Table Move Column

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Basic settings

If you want to make changes after creating a View, you can edit it on the left sidebar of the View builder.Visual Views Settings - Basic Settings

  • View Name: Add a name to identify your View.
  • Insert View into application: Select which application you want to insert your View.
  • Insert manually: Use WordPress shortcode or PHP code to insert the View manually.
Untitled views are now numbered automatically, starting with Untitled 1. This helps keep view names unique and makes them easier to tell apart when no name is given.

Search Views

Click the View name dropdown at the top to switch to other Views quickly without leaving the editor. When you search the form title, all of the views for the form will also match the search. The form title is displayed above each View name. Visual Views Settings - Search Views

Content

The Content section is where you can insert fields from your form, text, shortcodes, HTML, etc. that will be displayed in your View. This section will be repeated for each entry in your View. You may present the entries from your form as a table, list, gallery, or any other format using text, HTML, and CSS. Visual View Settings - Content

You can use a combination of the Filter Entries and Sort Entries settings to determine which entry will display in the View.

Filter Entries

Limit which entries are shown. Entries can be filtered based on parameters in the URL, the current user, date ranges, etc. For more information on filtering views, click here. Visual View Settings - Filter Entries

Sort Entries

Sort your displayed entries by any field, entry creation date, entry update date, or randomly rotate.

If you display a single entry from your form and have selected Entry creation date – Descending, only the most recent entry will be displayed. Visual View Settings - Sort Entries Likewise, when you select Random, a random entry will be displayed whenever the page is visited or refreshed. Visual View Settings - Sort Random Entries

Views can be sorted by Name subfields. You can sort it by selecting the Name (First) and Name (Last) options. Visual View Settings - Sort Name Entries Likewise, Views can be sorted by Address subfields. You can sort it by selecting the Address (Country), Address (State), Address (City), and Address (Zip). Visual View Settings - Sort Address Entries

Before and After Content

These boxes are optional, but the Before Content section is a good place to put table headers or other content that should not repeat with each entry. The After Content section is a good place to put table footers or other content that should not repeat with each entry.

Detail Page Content

This setting is available with any View type. If the Detail Page tab is selected in the View builder, the Detail Page Content box will appear where you can use all the same shortcodes and conditional statements that the Listing Page Content box uses. This box is for the detailed single entry page. Visual View Settings - Detail Page

The Customization panel in the right sidebar contains links and buttons which will help you insert fields and other shortcodes in your View content. For some examples of what you can do with Views, take a look at some demos.

Advanced settings

Visual View Settings - Advanced Settings

Limit

Limit the total number of entries displayed in your View. Leave blank if you would like all entries shown. Set the Limit to 1 if you want to display a single entry.

Page Size

Split your View into pages by setting a page size. Enter the number of entries you would like displayed on each page in the Page Size box.

Offset

Adjust the offset to display results from a specific point in your data set. For example, if you set the offset to 1 and the page size to 10, the query will start from the second record and show the following ten results.

Pagination Type

To display the Pagination Type dropdown, add a value in the Page Size input. Visual View Settings - AJAX Pagination Settings

  • Reload full page. Select this option to allow pagination by reloading the entire page.
  • AJAX pagination. Select this option to allow pagination without reloading the entire page.
  • Load more entries. Select this option to add a Load More button that displays more entries when clicked. Set the button text in the Global Settings → Message Defaults page.
  • Infinite scroll. Select this option to automatically load more entries as the user scrolls down the page.

Detail Page Slug

This option will show when the main content box includes [detaillink] or the Detail page has content. It will be used when building the URL for the detailed entry pages. In the Parameter Name box, add the text you would like to add to the end of your site URL. The Parameter Value dropdown allows you to select the entry ID or key, which will also add on to the end of your site URL. Visual View Settings - Detail Link

For example, if you type jobdetails in the Parameter Name box and select ID for the Parameter Value, your URL for the detailed entry page would look like: http://example.com/job-listings/jobdetails/1309/.

The ID number on the end is specific to each detailed entry page. If you select Key for the Parameter Value, the ID (1309 in this example) would be replaced with the key which you can optionally define when you edit or create an entry.

Filter Content

Filter how the View content is shown when published on a page, post, or text widget. Filter content in View Advanced settings

  • Run Formidable shortcodes only. Set as the default filter for the View content.
  • Add paragraphs and process shortcodes. Choose this option if you need to run your View content through other plugins to process external shortcodes.
  • Run content through WordPress (not recommended). Choose this option if you are using a plugin that depends on the the_content PHP filter.

Refresh with AJAX

This feature triggers an AJAX refresh of the View following a Formidable form submission. This process allows the content to be updated smoothly without needing a full page reload. Refresh with AJAX when a form is submitted in View Advanced settings

Show code for this View

This checkbox is forcibly selected if you include a <table> tag in the Before Content box. If you are editing a view and notice the visual tab is selected and your table HTML is missing, you can switch to the HTML tab, close the content pop up, and reopen it. As long as the settings have not been saved, your old HTML will be back to way it was before loading it in the visual tab. While this is checked, the preview will also display the HTML as code. Show code for this View in Advanced settings

Copy this View to other sites

Allows you to copy the current View network-wide when Formidable Forms is activated. This setting only shows up when it's a multisite network. Copy this View to other sites in Advanced settings

  1. In the Advanced Settings, select the Copy this View to other sites when Formidable Forms is activated checkbox. Click Update to save your settings.
  2. In your new subsite, install and activate Formidable Forms.
  3. It will automatically copy the Views to the new subsite. This option works for both the master site and subsites. It will not copy the View to sites where Formidable Forms is already activated.

View Key

While this is automatically generated based on the View name that you first added, you can still change this if you want.

Use Entries from Form

Select the form that contains the data you would like to display in your View. In this dropdown, you will only find forms that are compatible with the previously selected View template.

No entries message

Enter the message you would like users to see when there are no entries to display. Visual View Settings - No Entries Message

Switch to classic

Switching to Classic View gives you complete control of your HTML. This option is available when you're using a Table or Grid type.

  1. Click the Switch to Classic link in the top-left area of the Visual Views editor. Visual Views Settings - Switch to Classic View
  2. A confirmation box will then appear, asking you to verify your action. Switching to Classic View will discontinue your access to the Layout Builder or the Style Editor tools. Visual Views Settings - Switch to Classic View popup
    Important: This is irreversible. This is irreversible. After switching, you cannot change back to a Table View or Grid View.

Switch to legacy

Switching to Legacy View allows you to change the modern Calendar view to a Legacy calendar. This option is only available when you are using a Calendar type.

  1. Click the Switch to Legacy link in the top-left area of the Visual Views editor. Visual Views Settings - Switch to Legacy View
  2. A confirmation box will then appear, asking you to verify your action. Switching to Legacy View removes the Event Details Popup and uses styles from previous versions of Views. Visual Views Settings - Switch to Legacy View popup
  3. If you want to switch back, click the Switch to Modern link from the sidebar. Visual Views Settings - Switch to Modern View
  4. A confirmation box will then appear, asking you to verify your action. Switching back to Modern View adds the Event Details Popup and uses the new styling, which will differ from Legacy calendars. Visual Views Settings - Switch to Modern View popup

View

By clicking the View button, it will generate a preview link. The visibility is set to public if you publish it on a page, post, widget, or even within another View. We recommend using the View shortcode on a page instead of the Preview link.

View Visibility

Learn how to manage the visibility of your Views to ensure that sensitive data is properly protected. The visibility setting helps control whether or not a View can be indexed or accessed in certain scenarios.

  • When you set a View's visibility to private, it restricts access to the frm_display preview link. (e.g., https://yoursite.com/frm_display/basic-view/)
  • Publishing a View on a page allows anyone with access to that page to view the data.
  • To prevent Views from being indexed or accessed without permission, make sure all Views that contain sensitive information are set to private.

You can set a View to private to maintain the security and privacy of your data by following the steps below. Note: Always verify that your Views are configured correctly before publishing them on a public page.

  1. Navigate to the Formidable → Views.
  2. Select a View and locate the Quick Edit option to configure the visibility settings.
  3. Set the visibility status to Private. Visual View Settings Visibility
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