The Document Views screen lists named column configurations for data models. Open Document Views from the Admin Panel navigation.

Document Views list with configured views and sortable columns.

List screen

Column	What it shows
Name	The document view’s display name.
Model key	The data model’s key identifier.
Model class	The data model’s fully qualified class name.
View key	The live ERP function that the view presents.
Source	Whether the view is a synced default or an admin override.
Columns	The number of columns configured in the view.

List controls

Control	What it does
Select all	Selects all document views on the current page.
Rows per page	Sets the page size used to display results and page through them.

Create form

The create form opens when you select Create on the list screen.

Field	What it is	State
Name	A display name for the document view.	Required.
View key	The live ERP function that the view presents.	Optional; it can be left empty for a model-backed view.
Model Resource	The data model selected from the available models.	Optional.
Model key	A unique identifier for the model.	Optional.
Model class	The data model’s fully qualified class name.	The field is disabled on the create form.

Record screen

Field	What it is	State
Source	Whether the view is a synced default or an admin override.	Read-only.
Rows per page	Sets the page size used to display results.	The default page size is 10.

Columns section

After you save a document view, a Columns section appears on the record screen. The table lists each configured column.

Field	What it is
Field	The column’s field name from the data model.
Label	A display label for the column.
Type	The column’s data type, such as text, date, or number.
Width	The column’s width in pixels.
Show column by default	Indicates whether the column appears by default in the list view.

Control	What it does
ADD COLUMNS	Adds a new column to the view.
SHOW COLUMN BY DEFAULT	Controls whether a column appears without being chosen.

Notes

The create form displays the alert “Save document view first to configure columns.”. The Columns section appears only after you save the document view for the first time.

Document Views screen