Explorer: Document View

Present single documents under configurable formatting

Document view enables you to view the dataset under your prefered set-up. Table view and Grid view are the main two modes; for both, you can specify which fields of the dataset to present.

Add a document view

To add a document view to an Explorer dashbaord, click on the + sign on the top toolbar and select '"Document view" from the list.

Relevance AI - Explorer - Add a Document view page/tabRelevance AI - Explorer - Add a Document view page/tab

Relevance AI - Explorer - Add a Document view page/tab

Type a name for the view, select a color for the tab/page (optional) and hit "Add a page".

Relevance AI - Explorer - Add a Document view page/tabRelevance AI - Explorer - Add a Document view page/tab

Relevance AI - Explorer - Add a Document view page/tab

You will see a new tab/page is added to the top bar. The tab/page includes a table with preselected fields. Next, we will learn how to toggle between table and grid view, how to configure more settings for either views, and how to select the fields to be present in them.

Relevance AI - Explorer - Document view - TableRelevance AI - Explorer - Document view - Table

Relevance AI - Explorer - Document view - Table

Page components

Table and Grid views

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.

Relevance AI - Document View - Switching between table and Grid viewRelevance AI - Document View - Switching between table and Grid view

Relevance AI - Document View - Switching between table and Grid view

Note that the menu names change according to the selection, for instance "Table settings" and "Card settings" when table and grid are chosen respectively.

Relevance AI - Document View - A 2x2 Grid viewRelevance AI - Document View - A 2x2 Grid view

Relevance AI - Document View - A 2x2 Grid view

Fields to present

The process of selecting the fiels 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".

Relevance AI - Document View - Select fields to be shownRelevance AI - Document View - Select fields to be shown

Relevance AI - Document View - Select fields to be shown

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.

Relevance AI - Document View - Select fields to be shownRelevance AI - Document View - Select fields to be shown

Relevance AI - Document View - Select fields to be shown

Rearranging the selected fields is available via drag and drop:

Relevance AI - Document View - Rearrange selected fieldsRelevance AI - Document View - Rearrange selected fields

Relevance AI - Document View - Rearrange selected fields

The resulting page under Grid mode in our sample dataset is shown below:

Relevance AI - Explorer - Document view - Sample of Grid modeRelevance AI - Explorer - Document view - Sample of Grid mode

Relevance AI - Explorer - Document view - Sample of Grid mode

Delete a document view

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.

Relevance AI - Explorer - Delete a Document viewRelevance AI - Explorer - Delete a Document view

Relevance AI - Explorer - Delete a Document view


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