Free View Assists
More information on what you need to submit a free view assist case to Support.
Each church can have two free view assists each month, with a maximum of 15 minutes allowed per view assist. If your view assist requires more time, it is considered a Professional Service and may be subject to an hourly rate. If this is the case, we will notify you before any billable work is completed on your request for your approval.
Section 1: Started View
Please start the view on the appropriate page and add whatever columns and filters you can.
The page always determines which rows can display in the view. The filters reduce this list of rows so that only specific rows display. You can include columns from other tables as long as they are somehow related to the rows in the page.
Section 2: Fields
What fields do you want added to the view? (These should be fields you can't add yourself.) Include the following:
- The exact name of the field to display in the view
- The order in relationships to other fields
- The exact calculation for the field
The idea is to do as much research as you can before you request assistance (help us help you!). Here are some additional tips:
- Explain any calculated fields using mathematical expressions, and specify the page fields involved in the calculation. Include links to example records to demonstrate how the calculations are made.
- When referring to any related records in the database, provide IDs or direct links to the records.
- If you don't have access to the page that has the values, provide screenshots with the values highlighted (or point them out in your description).
Section 3: Filters
What criteria do you want the view to filter on? (These should be filters you can't add yourself.) The idea is to do as much research as you can before you request assistance (help us help you!). Here are some tips to consider:
- Explain any calculated fields using mathematical expressions, and specify the page fields involved in the calculation. Include links to example records to demonstrate how the calculations are made.
- When referring to any records or related records in the database, provide IDs or direct links to the records.
- If you don't have access to the page that has the values, provide screenshots with the values highlighted (or point them out in your description).
Section 4: User Access
Please specify if the view should be limited to a particular user, user group, or everyone.
Section 5: Description/Mockup
Provide a general description of what the view is and what it is supposed to accomplish. If the fields or filters requested in sections 2 and 3 are complicated or unique to your church culture, include a mockup of an example showing the connection between records where the information comes from.