Diagram View
on 06-17-2024 12:00 AM by SnapApp by BlueVector AI
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A Diagram View in applications presents data using visual charts to illustrate relationships, hierarchies, or process flows, enhancing data visualization and comprehension.
Table of Contents
- How to create a Diagram View?
- Components of a Diagram
- Different features of Diagram View Builder
- How to publish a Diagram View?
- How to delete a Diagram View?
- How to preview a Diagram View?
How to create a Diagram View?
To create your view, follow this steps
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Components of a Diagram
| Components | Description |
|---|---|
| Action | This are certain tasks carried out by a workflow instance according to a record’s characteristics. This include changing record fields, adding and removing buttons, creating new records, sending emails, and more. |
| If | This is to specify any condition for your workflow diagram. There are two branches Yes and No. Both the branches will redirect to some action to perform. |
| For Each | This will evaluate the condition expression, and that condition expression should return a list. This will iterate for each item of the list. |
| Query | This will retrieve the selected fields from the record on which you want to create a condition or add an action. |
| Timer | This is for adding a delay between two steps. If you want to execute the next step after 10 mins, you can add a delay step using this timer. |
Different features of Diagram View Builder
| General Settings | Description |
|---|---|
| View Type | To select the type of view. |
| Application ID | To select the application for which you want to create the view. |
| Object | The object for which the object is created. |
| View Name | This will be the name of your view. |
| Slug | The name that will be a part of URL of that view. |
| View Configuration | Description |
|---|---|
| Fields | To add fields which you want to show in your view. |
| Hide Sidebar | By clicking this checkbox, you can hide the sidebar from the view. |
| Show Header | By clicking this checkbox, you can show header in your view |
| Visible Rows | You can configure the number of visible rows in your view. |
| Diagram Settings | Description |
|---|---|
| Diagram Type | To select the type of diagram of your view. By default, it is set to default. You can also select this as ProcessFlow or Hierarchy or Relationship. |
| Diagram Relationship Field | This will select the relationship field in the base object to the main object in your view. |
| Diagram Show Right Panel | This checkbox will show the right panel in your view. |
| Diagram Base Object View Type | This will select the view type at the right panel of your view for the parent record. This can be either Form or Detail. |
| Diagram Base Object View | This will select the view type at the right panel of your view for the base object record. |
| Diagram Configuration | This will configure the JSON object for your view. |
{"shape": {}, "link": {}}
| Security Settings | Description |
|---|---|
| Visibliity | To select the visibility of the view i.e. either Public or Private |
| Advanced Settings | Description |
|---|---|
| Mobile Type | This will select the view in mobile. |
| View Buttons | The buttons available for the view like print, filter, add new etc. You can also choose which view buttons to display in your view. |
| Record Buttons | The buttons available for the records in the detail-view like edit, clone, favorite, delete etc. You can also choose which view buttons to display in your view. |
| Record Button Labels | This will add a label to the record buttons. |
| Create Type | To choose how the Add New component will be displayed. By default, it is set to Button. You can also set it as Inline or Both. |
| UI Customization | Description |
|---|---|
| Custom Labels | You can add custom labels for the existing record and view buttons. |
| Custom Buttons | You can also add custom buttons for your view. |
For example, let’s add a custom button:
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How to publish a Diagram View?
To publish your view, follow this steps
How to delete a Diagram View?
To delete your view, follow this steps
How to preview a Diagram View?
To preview your view, follow this steps
Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.
For support, email us at snapapp@bluevector.ai
