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docs: shared view

Signed-off-by: Raju Udava <86527202+dstala@users.noreply.github.com>
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Raju Udava 1 year ago
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40
packages/noco-docs/docs/090.views/025.share-view.md

@ -8,50 +8,46 @@ keywords: ["NocoDB view", "share view", "share", "share view with password prote
Sharing a specific view of a table becomes highly valuable when you need to collaborate with individuals outside your organization who need access to specific sections of your database. This shared view provides a read-only perspective, accessible to anyone, regardless of their workspace affiliation. You have control over which data fields and records are visible to these external viewers, ensuring that any sensitive data remains hidden. Furthermore, if you decide to make changes to the visible fields or records within the view, the shared link will promptly reflect these adjustments, updating in real-time.
## Generate Share View
1. Click `Share` button on the top right of the toolbar
![share button](/img/v2/views/share-button.png)
1. Click `Share` button on the top right of the toolbar
2. Toggle `Enable public viewing` to create shared view link
![shared view](/img/v2/views/share-view-1.png)
3. Click `Copy` button to copy the link to clipboard
![copy link](/img/v2/views/share-view-copy-link.png)
![share button](/img/v2/views/share-view/share-button.png)
![shared view](/img/v2/views/share-view/share-view-modal.png)
### Share view options
#### Password protection
You can enable `Restrict access with a password` if you want a password-protected view
![password protection](/img/v2/views/share-view-password.png)
![password protection](/img/v2/views/share-view/share-view-modal-2.png)
#### Download options
You can toggle `Allow Download` button to enable or disable download CSV/XLSX options in the shared view link
![download options](/img/v2/views/share-view-download.png)
![download options](/img/v2/views/share-view/share-view-modal-3.png)
### Share Form View Options
Form view has additional customizations for shared view. You can enable/disable the following options for shared form view:
1. `Survey mode`: This option when enabled, will display the form in survey mode.
1. `Survey mode`: This option when enabled, will display the form in survey mode.
2. `RTL Orientation`: This option when enabled, will display the form in RTL orientation.
3. `Themes`: You can select a theme for the form from the dropdown.
![form view options](/img/v2/views/form-specific-configurations.png)
![form view options](/img/v2/views/share-view/share-view-form.png)
## Access Share View
To access the shared view, please follow the steps below:
Click on the `Shared View URL`. If the URL is password-protected, you will be prompted to enter the password to unlock it. Please input the required password to proceed.
![image](https://user-images.githubusercontent.com/35857179/194690379-e3d89df6-d9c1-4d9d-9e8c-7e59c3978d31.png)
Click on the `Shared View URL`. If the URL is password-protected, you will be prompted to enter the password to unlock it. Please input the required password to proceed.
![password modal](/img/v2/views/share-view/share-view-password.png)
Once the password is successfully entered and authenticated, you will gain access to the shared view.
In the event that the URL is not password-protected, you will be directed to the shared view directly, without the need for a password.
![image](https://user-images.githubusercontent.com/35857179/194690389-5b78e236-aacc-49c2-898e-110f95edd1e5.png)
In the event that the URL is not password-protected, you will be directed to the shared view directly, without the need for a password.
![share-view](/img/v2/views/share-view/share-view.png)
Users with the shared view link can only view the data and cannot make any changes to the view or its content. Records and fields in the shared view will be updated in real-time as changes are made to the original view. Users accessing shared view can apply filters and sort records as per their requirements.
Users with the shared view link can only view the data and cannot make any changes to the view or its content. Records and fields in the shared view will be updated in real-time as changes are made to the original view. Users accessing shared view can apply filters and sort records as per their requirements.
:::info
Note that, filters & sorts applied to shared view will not be persisted. These filters & sorts will be reset when the shared view is accessed again.

21
packages/noco-docs/docs/120.collaboration/040.share-view.md

@ -5,30 +5,25 @@ tags: ["Views", "Share", "Grid View", "Form View", "Kanban View", "Gallery View"
keywords: ["NocoDB view", "share view", "share", "share view with password protection", "share view with download options"]
---
## Generate Share View
1. Click `Share` button on the top right of the toolbar
![share button](/img/v2/views/share-button.png)
2. Toggle `Enable public viewing` to create shared view link
![shared view](/img/v2/views/share-view-1.png)
3. Click `Copy` button to copy the link to clipboard
![copy link](/img/v2/views/share-view-copy-link.png)
![share button](/img/v2/views/share-view/share-button.png)
![shared view](/img/v2/views/share-view/share-view-modal.png)
### Share view options
#### Password protection
You can enable `Restrict access with a password` if you want a password-protected view
![password protection](/img/v2/views/share-view-password.png)
![password protection](/img/v2/views/share-view/share-view-modal-2.png)
#### Download options
You can toggle `Allow Download` button to enable or disable download CSV/XLSX options in the shared view link
![download options](/img/v2/views/share-view-download.png)
![download options](/img/v2/views/share-view/share-view-modal-3.png)
### Share Form View Options
@ -36,19 +31,19 @@ Form view has additional customizations for shared view. You can enable/disable
1. `Survey mode`: This option when enabled, will display the form in survey mode.
2. `RTL Orientation`: This option when enabled, will display the form in RTL orientation.
3. `Themes`: You can select a theme for the form from the dropdown.
![form view options](/img/v2/views/form-specific-configurations.png)
![form view options](/img/v2/views/share-view/share-view-form.png)
## Access Share View
To access the shared view, please follow the steps below:
Click on the `Shared View URL`. If the URL is password-protected, you will be prompted to enter the password to unlock it. Please input the required password to proceed.
![image](https://user-images.githubusercontent.com/35857179/194690379-e3d89df6-d9c1-4d9d-9e8c-7e59c3978d31.png)
![password modal](/img/v2/views/share-view/share-view-password.png)
Once the password is successfully entered and authenticated, you will gain access to the shared view.
In the event that the URL is not password-protected, you will be directed to the shared view directly, without the need for a password.
![image](https://user-images.githubusercontent.com/35857179/194690389-5b78e236-aacc-49c2-898e-110f95edd1e5.png)
![share-view](/img/v2/views/share-view/share-view.png)
Users with the shared view link can only view the data and cannot make any changes to the view or its content. Records and fields in the shared view will be updated in real-time as changes are made to the original view. Users accessing shared view can apply filters and sort records as per their requirements.

6
packages/noco-docs/docs/130.automation/020.webhook/040.actions-on-webhook.md

@ -9,7 +9,7 @@ To disable a Webhook
- Open `Webhook` tab to find list of webhooks created
- Toggle `Activate` button to enable/disable
![Screenshot 2023-09-01 at 3 59 28 PM](https://github.com/nocodb/nocodb/assets/86527202/c62cca12-6164-46a8-87e5-179d28c989b6)
![Webhook List](/img/v2/webhook/webhook-list-2.png)
### Delete Webhook
@ -19,7 +19,7 @@ To delete a Webhook
- Click on `...` actions button associated with the webhook to be deleted
- Select `Delete`
![Screenshot 2023-09-01 at 4 01 46 PM](https://github.com/nocodb/nocodb/assets/86527202/23a8aec1-ba29-4be4-8143-f3c94198a88c)
![Webhook context menu](/img/v2/webhook/webhook-list-3.png)
### Duplicate Webhook
@ -29,7 +29,7 @@ To duplicate a Webhook
- Click on `...` actions button associated with the webhook to be duplicate
- Select `Duplicate`
![Screenshot 2023-09-01 at 4 01 46 PM](https://github.com/nocodb/nocodb/assets/86527202/23a8aec1-ba29-4be4-8143-f3c94198a88c)
![Webhook context menu](/img/v2/webhook/webhook-list-3.png)
A copy of the webhook will be created (disabled by default) with a suffix ` - Copy`

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