One of the powerful features of Yeeflow is the ability to create multiple data views within a form report. This flexibility allows administrators to create custom views with specific access permissions, unique field visibility, and tailored layouts, each of which caters to distinct user groups or requirements. In this guide, we will delve into the process of creating and using these data views.
Why use multiple data views?
With multiple data views, you can manage visibility and access in a highly customized way. For instance, you can:
Create a comprehensive data view that encompasses all data within the form report, but restrict access to specific users.
Develop another view that only displays approved form requests, and share this with a particular group of users or departments.
Set up a public view that displays records submitted by the individual user viewing the form report.
Moreover, Yeeflow provides various layouts for data views, enabling you to present your data in the most meaningful and useful way. Layout options include:
List View: This traditional layout displays data in rows and columns.
Gallery View: This layout showcases data within visually appealing cards.
Calendar View: Ideal for date-related data, this view allows data visualization on a daily, weekly, or monthly calendar.
News View: A visually engaging layout that's ideal for showcasing updates, announcements, or other news-style information in a card-like format.
Gantt View: This view is especially beneficial for tracking project progress, setting out schedules, or any other data that revolves around dates.
Create and manage data views
Form reports in Yeeflow come with a default data view called "All Items", which automatically gets created when you set up a new form report. This initial data view presents your data in a list format.
Managing the Default "All Items" View
Access Settings: Click on the more settings button (three dots) associated with the "All Items" view and select "Edit view" from the drop-down menu.
Modify Properties: Here you can change various properties such as name and URL of the data view. You can also adjust its access permissions according to your requirements.
Set Data Fields: Under the "Data Fields" settings, choose the fields you want to include in this data view. These will become the columns in your list view.
Configure User Filters: Under "User Filters", decide which fields should be available for users to filter and search data. This allows you to control how users can interact with your form report data.
Duplicating a Data View
If you need a data view similar to an existing one but with slight modifications, Yeeflow allows you to duplicate a view:
Click on the more settings button for the data view you want to duplicate and select "Duplicate view".
This will create a copy of the current view, which you can then modify according to your needs.
Deleting a Data View
If you no longer need a data view, you can delete it:
Click on the more settings button for the data view you wish to delete and select "Delete View".
Note:
There must always be at least one data view in the form report, so if you're down to one view, you won't be able to delete it.
Creating a New Data View
To add a fresh perspective to your data, you can create a new data view:
From the header of the form report, click the "+ View" button.
From the pop-up window, choose the type of data view you want from List View, Gallery View, Calendar View, News View, Gantt View, or Timeline View.
Then set the properties for your new data view on the creation page.
Remember, each data view serves as a separate lens to view the same data set. By creating and managing multiple data views, you can ensure that each user or user group sees the most relevant information in the most accessible way. As always, review and update your data views as necessary to reflect changes in data, user needs, or business processes.