Smart Views – banter

Smart Views showcase smart filter data in an organised form that is convenient to navigate, interpret and utilised by the user for business purposes.

Banterone features 4 types of Smart Views Currently

Grid View - Arrange data in columns and rows for easy sorting and filtering operation.
List View - View data sorted in a list to easily scroll and find events and tasks to manage.
Card View - Use a drag and drop interface to assign, track and manage tasks/resources/responsibilities.
Calendar View - View data sorted in calendar customised for date wise tracking.

Smart View Creation Process

From the Smart View Screen click on the ‘Add Smart View’ button
Select the layout of the Smart View to be created. Choose from Grid View, ListView, Card View and Calendar view (Timeline View and Kanban View to be added soon)
Select the name and description of Smart View. Use the toggle button to activate
Select the data source from the drop-down menu
The system will show the possible choices of the data set based on sources selection. Choose the data set to build the Smart View
In List Views, Card View and Calendar View the user can also select templates
Click on the button to update the URL Parameters
Update the URL parameters to pass-through
Click on the Save button to proceed.

Configure the Grid View

Update the display name for the view(mandatory)
Select from the available columns or add new ones based on requirements.
Update Page Properties to enable public access and password
Users can Add Expressions - to change the appearance of the View
Expressions can be Static or Conditional based on user requirements
Click on Add to confirm Expressions settings
Select behaviour using toggle buttons for the view
Click on ‘Save’ to confirm the setting for the Grid View
After saving the grid view the Events, View Links and Preview buttons will appear on the top right corner.
By Clicking on the Events Button the user can add icons, names and select view options like data view, form view for the event.
By Clicking on the View Links button the user can get the URL and Short URL for the Smart view
By clicking on the Preview button the user can preview the Smart View in the next tab.

Configure a List View

Select the name and description of Smart View. Use the toggle button to activate
Select the data source from the drop-down menu
The system will show the possible choices of the data set based on sources selection. Choose the data set to build the Smart View
Users can also choose from the list of already created templates with banterone
Using the ‘Configure Columns/URL Params’ the number of columns and URL Parameters can be configured
Click on ‘Save’ to continue building the List View
Update the display name for the view from the General Info tab on the right (mandatory)
Use the Mapping button next to each field to assign data source
Click on the Function button to assign specific function to data values. Currently available functions in List view are - badgeFunction, Concat, Badge, Profile
From the Page Properties click on ‘URL Params’
From the page properties use the URL params to determine the data to be populated.
Enable Public Access using Checkbox and Select if the data page needs to be password protected(You can set the password for access)
From the Behaviour tab use the toggle button to select the destination to showcase List View. Once the toggle is active use the drop-down menu to select from Data View, Custom Page or Markup page.
Click on the Save button at the bottom of the screen to confirm List View Setting.
Once Confirm the ListView will be active and visible in the Smart View screen to use, edit or delete.
After saving the List view the Events, View Links and Preview buttons will appear on the top right corner.
By Clicking on the Events Button the user can add icons, names and select view options like data view, form view for the event.
By Clicking on the View Links button the user can get the URL and Short URL for the Smart view
By clicking on the Preview button the user can preview the Smart View in the next tab.

Configure a Card View

Select the name and description of Smart View. Use the toggle button to activate
Select the data source from the drop-down menu
Click on the button to update the URL Parameters
Update the URL parameters to pass through and Save
Click on the Save button to proceed.
Update the display name for the view from the General Info tab on the right (mandatory)
Use the Mapping button next to each field to assign a data source
Click on the Function button to assign a specific function to data values. Currently available functions in List view are - badgeFunction, Concat, Badge, Profile
From the Page Properties click on ‘URL Params’
From the Behaviour tab use the toggle button to select the destination to showcase Card View. Once the toggle is active use the drop-down menu to select from Data View, Custom Page or Markup page.
Click on the Save button at the bottom of the screen to confirm List View Setting.
Once Confirm the ListView will be active and visible in the Smart View screen to use, edit or delete.
After saving the Card view the Events, View Links and Preview buttons will appear on the top right corner.
By Clicking on the Events Button the user can add icons, names and select view options like data view, form view for the event.
By Clicking on the View Links button the user can get the URL and Short URL for the Smart view
By clicking on the Preview button the user can preview the Smart View in the next tab.

Create a Calendar Smart View

Select the name and description of Smart View. Use the toggle button to activate
Select the data source from the drop-down menu
The system will show the possible choices of the smart filter based on sources selection. Choose the smart filter to build the Smart View
Users can also choose from the list of already created templates with banterone
Using the ‘Date Column/URL Params’ the date columns and URL Parameters can be configured
Click on ‘Save’ to continue building the Calendar View

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