Use boards to visualize data of a process in cards, such as on a Kanban board, where records are arranged into columns moving stages of a process. Click and drag to move cards between different columns, or reorder them within a column. Every user can benefit from the convenience it offers!
Some words to app views in general 👋 Tape apps allow you to store and display information in a dynamic way. You can keep your data in a list, table, or board layout. Moreover, you can add as many views to an app with your configuration as simple or complex as you like!
This article is for people who already know how to build a Tape app from scratch. If that is not the case for you, we strongly recommend you to read this article first.
The most important thing right at the beginning, an app view is just a different way of looking at the same data of an app. You can view identical records in an app in multiple ways. In other words, you can configure additional views that will take the same data you currently have stored and display it differently to give you another perspective. Every different perspective is what we call an app view. This article is all about using the board layout in views. Table and list layout articles are also available.
💡 THIS ARTICLE COVERS
Create a board
Edit a board
Using the view sidebar
Records in board
Customize your board
App view features
Save your board
Create a board
A board can be added to an app to view its data in that format. To visualize your data, the board view is based on the status field or single select field to work. So make sure to have it in your app.
Tap on an app
Go to the view sidebar, below the app
Hover over
Team viewand click on+to create a new board viewChoose
Boardand name this viewYou can choose between the following view options by clicking on
Team viewat the bottom of the menu:Private view- Only visible to youTeam view- Visible to all members (full access permission necessary)
Click the
Createbutton and your new board will pop up in your view sidebar
Edit a board
If you would like to edit an existing view, tap a view and hover your mouse over the board name. Select the ... settings menu. From this menu, all changes are saved automatically:
Change the name of the view
Toggle back to other views such as
ListorTableAdd a
Split bythat your view is split by the selected field value for an even better overviewAdd a
Status barat the view to see the progress. As soon as saved hover over the view progress bar to get even more details such as 15 tasks are completed and 5 tasks are incomplete: (this feature is just available if the app has a status field)For View- Accumulated progress of all splitsFor splits- Displays the progress of each split onlyFor all- Shows both, the progress for the view and the progress for each splitHide- Shows no progress bar in the view sidebar
Make the view as default
Change between a private or team view
Deletethe view
Navigate between views
The view sidebar helps to navigate between views. Switch back and forth between views depending on your needs at the moment.
Select a view in the view sidebar
The selected view will be colored slightly blue
The name of the selected view is shown above the view sidebar
Tape automatically remembers the last selected view when you come back to the app
The selected view show all records to the right next to the view sidebar
Close the sidebar by clicking on the double arrow above the board
Reorganize via Drag & Drop the views
💡 When you click on a Split by in a view, the app view shows exactly the records based on the split by - therefore, the split by could be considered as an additional view - to learn more about click here.
Records in board
Open a record
Using a board, each row is a record, which can be opened to edit field values with a single click. Find out more about editing field values here.
Customize fields
It is possible to customize field types by adding new fields, editing existing fields, or rearranging them. Find out how to customize apps here.
Add records hack by using board layout
Without a required field, create a new record directly from the board. Once the card is created, just click on a card to add more field values.
Hover over and click the
+icon at the top right of any column to add a card to the topClick
+ Newat the bottom of any column to add a card to the bottom
Add records
There are several ways to immediately open a new record, add field values and create a record by clicking the "Save" button.
Click the blue
Newbutton at the top right of your boardHover over and click the
+icon at the top right of any columnClick
+ Newat the bottom of any column
Card options
Click the ... icon that appears at the top right of every card on hover:
Delete: Deletes the recordDuplicate: Creates an exact copy of the recordCopy link: Copies this link to that specific record
Customize your board view
Customize by using its menu
Several options are available when you click Customize on the top of your board:
Card size- Choose via dropdown betweenSmall,Medium, andLargeCover image- Use a cover image for every card, if there is an image or a file field with a field value availableFit image- Toggle on to fit the image with the card frame. Toggle off to crop the image to fill the entire frame.Large text- For better readability of the cardsShow in boardYour cards can show fields or hide them by switching them on or off.
Rearrange columns on how your card is ordered, just click the
⋮⋮icon next to the fields shown to drag them up or down.
💡 Note: If columns are rearranged, the order of the records will not be changed, only the order in the view.
Customize by using its board cards
Rearrange your board:
Click and hold on a column heading, then drag left or right to rearrange
Click, hold, and drag to move cards up and down or between columns
💡 Note: Changing the order of columns will not affect the order of fields within the records
Reposition an image inside a card frame:
Hovering over the image
Click
RepositionDrag the image into the position you want
Group settings - to handle the columns
Several options are available when you click Group on the top of your board:
Select the field for grouping by dropdown
Switch on or off the color columns
Click the
⋮⋮icon and hold to rearrange your board columns
App view features
Filter your board
Display only records depending on what you need, with the ability to filter out records according to conditions you set in your view. The condition of a filter is a rule you specified that the record must follow to see in that particular view. By adding conditions to your filter, a record can no longer be displayed in your view. In this case, the record is not deleted but only hidden from the respective view.
Click Filter at the top of your board and the filter menu will pop up.
Tap
+ Add filterand choose the conditions to filter out records within the view you are currently viewing:A field to be evaluated, at the first dropdown menu
An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
A field value - enter the field value for the selected field from the first dropdown to be compared with all records in your view. Note that the operators "is empty" and "is not empty" do not require you to input a field value
Add multiple filters by clicking
+ Add filterRemove filters by clicking the
Xicon next to the filter
💡 Tip: You may want to consider creating a new app view for a filter if you recreate and delete the same filter repeatedly. These new app views will help you to navigate between the app views without recreating the filter again and again.
Search your board
Your board can be searched for specific content:
Using the
Searchoption at the top of your board, you can type the word(s) you are looking for in the recordsAs a result, you will only see records that fit those criteria in your board
Save your board
If you would like to maintain specific app views permanently, remember to click on Save next to the view name on the top left of your board, to either overwrite the old view or create a new view.
