List View System Buttons

List views in SnapApp comes equipped with a standardized set of System Buttons that can be shown or hidden depending on the business needs. These tools allow users to personalize their workspace, filter large datasets, and export information for external use.

Table of Contents

• Standardization and Layout
• Core System Buttons
  • How to use it:
• 2. Personal Views: Saving and Applying Your Setup
  • How to Save a New View:
  • How to Apply a Saved View Later:
• Configuring List View Buttons
• Configuration Steps
  • 1. Access the View Builder
  • 2. Modify Header Buttons

Standardization and Layout

System buttons are in the top header of a list view. There are also record action buttons (edit or delete) on each record of a list. They provide a consistent user experience regardless of which data object you are viewing.

Core System Buttons

How to use it:

1. Click the Column Icon: Look for the Grid/Column icon (田) located in the top-left of the data table.
2. Toggle Fields: A dropdown menu will appear showing all available fields for that list view.
   • Uncheck a field to hide that column from your current view.
   • Check a field to bring a hidden column back.
3. Real-Time Update: The table will adjust immediately as you check or uncheck boxes.

2. Personal Views: Saving and Applying Your Setup

Once you have filtered your data and hidden the columns you don’t need, you can save that configuration so you don’t have to set it up again next time.

How to Save a New View:

1. Set your Layout: First, apply your filters and adjust your Column Visibility exactly how you want them.
2. Click Personal Views: Select the Personal Views button at the top of the screen.
3. Click “+ Add New”: In the dropdown or side panel, click the button to create a new view.
4. Name Your View: Give it a descriptive name and click Save.

How to Apply a Saved View Later:

1. Open the View: Navigate back to the list view.
2. Select Your View: Click the Personal Views button again.
3. Click Your Saved Name: Find the name of the view you created in the list.
4. Instant Load: SnapApp will automatically apply all your saved filters and column visibility settings in one click.

Configuring List View Buttons

As an administrator or builder, you have full control over which system buttons (like Download CSV, Print, or Personal Views) are visible to your users on any given screen. This allows you to simplify the interface or restrict certain actions based on the specific needs of that view.

Configuration Steps

You can modify these settings directly from the interface you are currently viewing.

1. Access the View Builder

1. Navigate to the List View you wish to modify
2. Click Settings in the application header.
3. From the dropdown menu, select Edit View.

2. Modify Header Buttons

Once the View Builder opens for that specific screen:

1. Locate the section titled View Buttons field in the configuration panel.
2. Click into the selection field to see a list of available buttons.

3. The editor uses a dual-list interface to manage active features:

4. Available List (Left): Features currently hidden from the user.

5. Active List (Right): Features that will appear in the view header. To Add or Remove Buttons:
6. Highlight a button name and use the Right Arrow (») to enable it or the Left Arrow («) to hide it.
7. Common options include Column Visibility, Personal Views, Download As CSV, and Print. Save: Click Save on the selection window, and then click the primary Save button in the View Builder to apply the changes.

For support, email us at snapapp@bluevector.ai