CoPhilot

​Creating Views and Forms

Views and Forms are the key elements after creating tables and relationships. Views are a subset of table data. Forms are used to edit a particular record in a table (A form can contain views of related lookup tables).

We start with the Message table as we’ll use the Message table view in the Conversation form.

The Message table view

We’ll use this message view in the Conversation Form. Do not forget to Save and publish.

​The Message table form

In effect this form will only be used to dig into the log of the system prompt and cost of AI (if track at this level). Do not forget to Save and publish.

​The Conversation view

This is the main view for the admin or users to access the history of the conversations.

The Conversation form

This is when the user (or admin) wants to drill down into a particular Conversation.

We renamed the ‘General’ Tab to Chat and just added the Chat History field in the section (without displaying the label).

In the Messages Tab newly created we display a sub grid of related data pointing to the messages table.

As we have set up a parental relationship, only the messages related to our conversation are displayed in the view.