Document view enables you to view the dataset under your preferred set-up. Table view and Grid view are the main two modes; for both, you can specify which fields of the dataset to present.
To add a document view to an Explorer dashboard, click on the
+ sign on the top toolbar and select '"Document view" from the list.
Type a name for the view, select a color for the tab/page (optional) and hit "Add a page".
You will see a new tab/page added to the top bar. The tab/page includes a table with preselected fields. Next, we will learn how to toggle between the table and grid view, how to configure more settings for either view, and how to select the fields to be present in them.
By default the page opens up under table mode but it can be changed to grid via
Table -> Grid as shown in the image below. Number of columns and rows (in table mode) and number of document cards and their ordering (in grid mode) can be set using the same drop-down.
Note that the menu names change according to the selection, for instance "Table settings" and "Card settings" when table and grid are chosen respectively.
The process of selecting the fields to view is the same under the both table and grid modes; the only difference is the name of the setting (i.e. table or card setting depending on which view is selected); here we simply call it the "main setting".
To chose fields for each view, click on the main setting and select "Custom template".
On the opened page, you can select 1) an image field (if applicable), 2) the primary and secondary fields and 3) up to 6 meta-date fields. Note that selected fields can be removed using the
x sign next to them.
Rearranging the selected fields is available via drag and drop:
The resulting page under Grid mode in our sample dataset is shown below:
To delete a document view simply click on the down-arrow on the tab/page in the tool bar, click on "Delete page" and confirm the action.
Updated about 1 month ago