Smart Views

Smart Views

Today you will learn…

How to Access Smart Views
How to create Smart Views
How to make changes to a Smart View
Folders-used with Smart View
How to save (permissions, folders) Smart Views
Where to access a list of Smart Views you have access to use
How to export Smart View data

Reading time: 10 minutes

Smart Views in Coperniq let you create reusable datasets that you can define with what you want yourself or others as a view in Coperniq. They save you time from having to choose filters each time you need to review data.

Once you start setting up Smart Views you’ll see how easy it is to get back to what you specifically need to see in areas of Coperniq such as Clients, Request, and Projects

Let's go ahead and unpack how to create, view, save, and even export Smart Views

How to create new Smart Views

You can create Smart Views in areas such as Clients, Requests, and Projects

To create a Smart View you must choose at least one filter property to the page and then the Save button will appear to start the save process

Examples:

Once you hit Save you will be taken here:

In Create Smart View you can:

Add an Emojii to the Smart View
View/Change the name
Define the folder the Smart View will reside in
Define who has access to the Smart View (Private, Share with Specific Teams/Roles)
Share with the entire Workspace (everyone)
Create and Cancel a Smart Views (with permissions)

Smart View data creation:

Coperniq has designed the Smart Views in various areas with main dropdown filters then the ability to add filters and even arrange the columns on the best possible way for you to review the data you need

Main Filters example:

Ability to add Filters example: (click on Filters, + ADD FILTER will show to the right, click on this to see all filters available):

Depending what area you are in you will be presented with different filters

You can also change the columns for the best possible view for your needs:

Which will provide you with this menu: (You can search for a property by name in the search area)

For the above menu:

Left: A grouping of the data properties that will take you directly to that property area in the middle column

Middle: The more detailed area of the data property such as Financial and Work Order fields.

Right: The current columns in your view and your ability rearrange (6 dots, drag and drop) and remove a column (the X).

Once you have these set up to the data you want hit "Save" and then your Smartview will match what you have chosen here

How to access Smart Views

Smart Views (that are already created) are on the left menu bar here:

Note: You have a search bar here to find a specific by-name and create folders for the Smart Views by clicking on the folder with the “+” sign to organize the list

Below the Search bar, you’ll see a list of Smart Views you have access to view/use and the folders they are organized in:

To edit a Smart View hit the pencil icon next to the name and you will go to the editing area:

This will take you to the editing area for the Smart View:

In Edit Smart View you can:

Add an Emoji to the Smart View
View/Change the name
Define the folder the Smart View will reside in
Define who has access to the Smart View (Private, Share with Specific Teams/Roles
Share with the entire Workspace (everyone)
Update and Delate a Smart View (with permissions)