Table of Contents

How to create a View?

Following these steps will direct you to the View builder, where you will configure your new View.

How to preview a View?

How to publish a View?

How to edit a View?

How to delete a View?

Version

After each Publish of the View from the View Builder page, a new version will be created and a user can switch between versions any time when required.

Visibility

Configuring the visibility as Private requires logging into SnapApp and possessing the appropriate permissions to access the view. Setting the visibility as Public allows anyone to have access and view, regardless of whether they have logged in.

reCAPTCHA in Create View

In Create View, reCAPTCHA is a free service that protects your site from spam and abuse. It uses advanced Risk Analysis Techniques to tell humans and bots apart.

Mobile View

The View changes on the basis of device i.e., the View should change from the Desktop View when viewed on a mobile device. So, selection of the appropriate View for a mobile device is important.

Custom Label

Labels can also be customized according to the need. For example if you write "Save":"Save Here". Then in the View, the customized label will be shown as “Save Here” instead of “Save”

Record Button Labels

This checkbox helps to show the labels along with the icons in the buttons of the View.

Custom Buttons

We can create a Customised button and tie it to a Workflow, Action or a Custom URL

Slug

A slug is a textual identifier to create a user-friendly and readable URL. All Views have a unique ID attached to them which is used in the URL. Creating a slug allows you to display the slug-name instead of the ID.

Example of a page URL without using a slug:

Example of a page URL using a slug:

Managing Field Visibility in Lists

You can configure the View by showing the fields of your choice only and hiding the rest.

Sidebar

With the Sidebar Option, you can add a button to a record that opens a different view when clicked. You can choose the type and size of the sidebar.

Inline Editing in list view

In list views, inline editing lets users easily edit table content by double-clicking on the field.

Document AI validation for Inspector View

Inspector View allows you to view attachments that are tied to or related to the single record. DocAI validation is required to validate those attachments and extract information through the DocAI parser.

Redirect URL

Redirect URL is used to redirect the View to another View or Page. This option is only available for single record Views like Detail View, Form View, and Create View.

Filter Settings and Conditions

You can use the expression builder to create filters on the View. For example, if you only want to show records with the status of “Pending”

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