Snapshots are links that appear on the lower portion of each App tile and in the menu when you click the vertical ellipsis [ ]. This is what they look like:

A snapshot will take you directly to a particular screen in the App (e.g. the ⊕ New snapshot will take you the New Invoices Screen in the example above). The bottom right snapshot can also display information directly on the app (e.g. 44 Overdue).

There are two types of snapshots you can create:

  • Snapshots that show a calculated number.

  • Snapshots that show an icon.

This article will cover:

Let’s take a closer look at how to configure a Snapshot. You will find them if you manage any app. 


Creating a Snapshot that shows a Number

  1. On your app, click [] and then click Manage.

  2. Click Snapshots and then Create Snapshot.

  3. If not selected, choose Number under Snapshot Type.

  4. For Number Type, you will select a function to create the number you wish to display:

    • Count - count all the records.

    • Sum - given a numeric field, sum its values from all records

    • Avg - given a numeric field, find its average from all records

    • Max - given a numeric field, return the maximum number from all records

    • Min - given a numeric field, return the minimum number from all records

  5. Select the Table which has the records you wish to display.

  6. Select the Field which contains the values you wish to apply the above function you selected under Number Type.

  7. Continue below with Selecting a Screen to Go To.


Creating a Snapshot that shows an Icon

  1. On your app, click [] and then click Manage.

  2. Click Snapshots and then Create Snapshot.

  3. If not selected, choose Icon under Snapshot Type.

  4. Choose an icon from the dropdown.


    Example: You want a shortcut on your Activities App to take the user to the New Activity screen. Assign a "⊕" icon to indicate adding a new activity.

  5. Continue below with Selecting a Screen to Go To.


Selecting a Screen to Go To

  1. Label - Choose text that indicates what the snapshot is for.
    Example: "Active Contacts" 

  2. The Go To Screen dropdown allows you to choose what screen users will be sent to when they click this Snapshot. The dropdown will display all screens in the app you are currently managing, so choose the one that works best (for example, if you are in the Contacts app, you can choose to go to the “Contacts List” screen).

  3. Position - Where on the app the snapshot will appear:

    • Menu - Snapshot will appear in the contextual menu when user selects the vertical ellipsis [].  In this case, only the label shows and the icon or number is hidden.

    • Right - Snapshot will appear on the bottom right of the app.

    • Left - Snapshot will appear on the bottom left of the app.

Adding a Filter

Adding a filter only appears if you select a Number Snapshot Type.

Normally, the snapshot will include every record in the table to apply the Number Type Function to. For example, without a filter, you can show a count of all the records in the Contacts table. 

However, you can choose to only look at a subset of the records in the table. Again, let's use the Contacts table as an example. You could have the count show only Active contacts.

When you add a filter, you will see a small grid which acts in the same way as the Criteria Builder

To recreate our example of only active contacts, you will need to add a condition, setting the first dropdown to the IsActive field, and the second dropdown to Is True.

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