Views
on 05-08-2024 12:00 AM by SnapApp by BlueVector AI
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A view organizes and presents data within an application, offering various perspectives and interactions to enhance user experience and facilitate efficient data management.
In SnapApp, views can be opened from
Types of Views
Multiple Record Views
| Type | Description |
|---|---|
| List View | Presents data in a vertical list format, allowing users to scroll through and View multiple records sequentially. |
| Detail List View | Presents comprehensive data entries in a structured format, facilitating detailed examination and management of individual records. |
| Form List View | The Form List View is a hybrid interface that combines the functionalities of a list view and a form view. It allows users to input or update data across multiple records seamlessly. |
| Gallery View | A Gallery View in applications organizes data visually, presenting items in a grid or carousel format for enhanced user interaction and visual appeal. |
| Map View | Displays records on Google Map’s interface, showing the geographic location and details of the address. |
| Card View | Presents records as individual cards, often with an image or key information prominently displayed. |
| Kanban View | Kanban View organizes tasks visually using cards on a board, allowing users to track progress through different stages, prioritize work, and improve workflow efficiency within a project management system. |
| Calendar View | Organizes data in a calendar format, typically showing events or tasks scheduled over a period of time. |
| Deck View | Similar to Card View, Deck View displays records as cards but focuses more on the sequential presentation like our List View. |
| Filter View | A Filter View allows users to refine data presentation based on specified criteria, enhancing data visibility and analysis efficiency. |
Single Record Views
| Type | Description |
|---|---|
| Detail View | Detail View presents a comprehensive display of information about a single record within your dataset. |
| Create View | Create View is a type of view in that allows users to add new records to the dataset, similar to a paper application. |
| Form View | Form View is for users to input or edit data for the single record. Similar to create View but after the record is already created. |
| Inspector View | Inspector View allows you to view attachments that are tied to or related to the single record. It is also SnapApp’s human in the loop and Document AI interface. Users can go in and edit extracted entities pulled from Document AI on the attachments. |
| Diagram View | Presents data using visual diagrams or charts, allowing users to visualize relationships, hierarchies, or process flows within the dataset. |
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Example: Map View
- Used when your data includes location information.
- Ideal for displaying records on a map interface, allowing users to visualize spatial relationships.
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Example: List View
- Used when you want users to quickly scroll through a list of records with the most important columns displayed.
How to create a View?
To create your view, follow these steps
Following these steps will direct you to the View builder, where you will configure your new View…
Naming
- View Names should be capitalized in Title Case and words should be separated with spaces.
- Views should be named in the following format Object ViewType - Filter or Description (e.g. Contacts List - Vendors, Events Calendar - Exams)
Configuration Best Practices
- It is a good idea to configure a View to work with all View types. That way if a user switches a View type, the View will still look good. For example, if you build a card View, test the configurations of the other types (e.g. deck, gallery, calendar, etc.).
- Make sure the view works for desktop and mobile.
- Remember to edit related Views to select the fields and order of these lists.
How to publish a View?
To publish your view, follow these steps
How to edit a View?
To edit your view, follow these steps
How to delete a View?
To delete your view, follow these steps
How to lock a view?
View Lock means if one user is configuring a view and the user locked that view builder, no other user can be able to update that view at the same time. Tapping on Lock View any user can lock the view.
How to change the version of a view?
Versions of a view are formed after each publish of a view. The latest 3 versions are stored in the view builder, and the user can change to any of them anytime
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
