Filter View
on 06-12-2024 12:00 AM by SnapApp by BlueVector AI
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A Filter View allows users to refine data presentation based on specified criteria, enhancing data visibility and analysis efficiency.
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Table of Contents
- How to create a Filter View?
- Different features of Filter View Builder
- How to publish a Filter View?
- How to edit a Filter View?
- How to delete a Filter View?
- How to preview a Filter View?
How to create a Filter View?
To create your view, follow this steps
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Different features of Filter 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. |
| 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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| Navigations | Description |
|---|---|
| + Add New | You can add navigation for your view from here. |
How to publish a Filter View?
To publish your view, follow this steps
How to edit a Filter View?
To edit your view, follow this steps
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How to delete a Filter View?
To delete your view, follow this steps
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How to preview a Filter 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
