Views
on 02-02-2026 12:00 AM by SnapApp by BlueVector AI
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Views
A View in SnapApp is a specialized component that organizes and presents your data within an application. Views offer various perspectives and interactions, allowing you to enhance the user experience and manage your data more efficiently.
In SnapApp, views are typically managed through the builder interface:
Table of Contents
- Types of Views
- Multiple Record Views
- Single Record Views
- How to create a View?
- Naming Conventions
- Configuration Best Practices
- How to publish a View?
- How to edit a View?
- How to delete a View?
- How to lock a view?
- How to change the version of a view?
Types of Views
Selecting the right view depends on the nature of your data and the interaction you want to provide. Views are broadly categorized into Multiple Record Views and Single Record Views.
Multiple Record Views
These views are used when you need to display and interact with a collection of records simultaneously.
| Type | Description |
|---|---|
| List View | Displays data in a vertical list for sequential scrolling. |
| Gallery View | Organizes data visually in a grid or carousel format. |
| Map View | Displays records on a Google Maps interface based on address data. |
| Kanban View | Visualizes tasks on a board to track progress through different stages. |
| Calendar View | Organizes events or tasks over a period of time in a calendar format. |
| Deck View | Sequential card-based presentation focused on highlights. |
Single Record Views
These views focus on a specific, individual data entry for detailed examination or input.
| Type | Description |
|---|---|
| Detail View | A comprehensive display of all information for a single record. |
| Form View | Used for users to input or edit data for an existing record. |
| Create View | Specifically designed for adding brand new records to the dataset. |
| Inspector View | A specialized interface for managing attachments and Document AI extracted data. |
| Diagram View | Visualizes hierarchies, relationships, or process flows using charts. |
How to create a View?
To create a view, navigate to the View Builder. You will be prompted to define the following key elements:
Naming Conventions
- Format: Use the format Object ViewType - Filter/Description (e.g., Contacts List - Vendors).
- Style: Names should be in Title Case with spaces between words.
Configuration Best Practices
- Versatility: Configure your view so it remains functional even if the user switches View types (e.g., from Card to Gallery).
- Responsiveness: Always ensure the view is optimized for both Desktop and Mobile layouts.
- Related Views: Remember to select the field order for any related lists appearing within the view.
How to publish a View?
Once your configuration is complete, you must publish the view to make it live for users. Publishing creates a new version of the view that is deployed to the application.
How to edit a View?
You can modify any existing view by opening its configuration in the View Builder. Ensure you test your changes across different devices before re-publishing.
How to delete a View?
If a view is no longer needed, it can be removed from the view list. Be aware that this may break existing navigation items that point to this view.
How to lock a view?
The Lock View feature prevents multiple users from updating the same view builder simultaneously. When a user “locks” the builder, other users are restricted from making changes until the lock is released.
How to change the version of a view?
SnapApp automatically tracks versions every time you publish a view. The builder stores the latest 3 versions, allowing you to roll back to a previous configuration at any time.
If you need further assistance, please reach out to our support team at snapapp@bluevector.ai.
