Modifying Views

You can modify any view (data interface, chart, or form) using natural language chat. Simply describe what you want to change, and the AI will update it for you.

How to Modify Views

Opening the Modification Chat

1. Open any view - Navigate to a data interface, chart, or form
2. Click the chat icon - Look for the chat/modify button in the interface
3. Start describing changes - Type what you want to modify

The chat panel will appear, ready to accept your modification requests.

Making Modification Requests

Simply describe what you want to change in plain English:

• "Add a date filter"
• "Hide the price column"
• "Change to a card view"
• "Add a summary at the top"

The AI understands your request and makes the changes automatically.

Modifying Data Interfaces (CRUD Views)

Data interfaces are the tables you use to view and manage your data. You can modify many aspects of these interfaces.

What You Can Modify

Filters

Add, remove, or modify filters to help users narrow down data:

Adding Filters:

• "Add a date range filter"
• "Add a dropdown filter for order status"
• "Add a search bar for product names"
• "Add filters for category and price range"

Removing Filters:

• "Remove the status filter"
• "Hide the date filter"
• "Remove all filters"

Modifying Filters:

• "Change the status filter to a dropdown"
• "Make the date filter show last 30 days by default"
• "Update the search filter to search in description too"

Examples:

• "Add a filter to show only active products"
• "Add a date range picker for order dates"
• "Remove the category filter"
• "Change the status filter to show all options"

View Type and Display

Change how data is displayed:

View Types:

• "Change this to a card view"
• "Switch to list view"
• "Show as a grid of cards"
• "Change back to table view"

Column Management:

• "Hide the price column"
• "Show the description column"
• "Remove the internal notes field"
• "Add a column for total value"

Display Options:

• "Show images in the cards"
• "Display badges for status"
• "Add subtitles under each item"

Examples:

• "Change this to a card grid view"
• "Hide the created date column"
• "Show product images in the cards"
• "Display status as colored badges"

Summaries

Add or modify summary statistics shown at the top:

Adding Summaries:

• "Add a summary showing total revenue"
• "Add a count of active items"
• "Show average order value"
• "Add summaries for total, average, and count"

Modifying Summaries:

• "Update the revenue summary calculation"
• "Change the summary title"
• "Fix the count summary"
• "Remove the average summary"

Examples:

• "Add a summary card showing total sales"
• "Show the count of items at the top"
• "Add summaries for revenue and order count"
• "Update the total revenue calculation"

Sorting and Pagination

Control how data is organized and displayed:

Sorting:

• "Sort by date descending"
• "Order by name alphabetically"
• "Sort by price highest first"
• "Change default sort to newest first"

Pagination:

• "Show 50 items per page"
• "Increase page size to 100"
• "Change pagination settings"

Examples:

• "Sort results by creation date, newest first"
• "Show 25 items per page instead of 10"
• "Order by price descending"

Search and Filtering

Enhance how users find data:

Search:

• "Add a search bar"
• "Make search work on all columns"
• "Add search for product names"
• "Enable search in descriptions"

Examples:

• "Add a search box at the top"
• "Make the search work for names and descriptions"
• "Add quick filter buttons"

Complete Examples

Example 1: Adding Features

You: "Add a date range filter and a search bar"
AI: Adds both features to your interface

Example 2: Changing Display

You: "Change this to a card view and show product images"
AI: Converts table to card grid with images

Example 3: Adding Summaries

You: "Add summary cards showing total revenue and order count"
AI: Adds summary statistics at the top

Example 4: Multiple Changes

You: "Hide the price column, add a status filter, and sort by date"
AI: Makes all three changes at once

Modifying Charts and Insights

Chart views visualize your data. You can modify how charts look and what data they show.

What You Can Modify

Chart Type

Change the visualization style:

Chart Types:

• "Change this to a bar chart"
• "Make it a line chart"
• "Switch to a pie chart"
• "Change to an area chart"
• "Show as a column chart"

Examples:

• "Change this line chart to a bar chart"
• "Make it a pie chart instead"
• "Switch to an area chart"

Filters

Add or modify filters for chart data:

Adding Filters:

• "Add a date range filter"
• "Add a filter for product category"
• "Add filters for region and time period"

Modifying Filters:

• "Change the date filter to show last 12 months"
• "Update the category filter options"
• "Remove the status filter"

Examples:

• "Add a date range picker"
• "Add a dropdown to filter by category"
• "Change the default date range to last quarter"

Data and Metrics

Change what data is shown:

Metrics:

• "Show revenue instead of order count"
• "Change to show average instead of total"
• "Display percentage instead of count"

Grouping:

• "Group by month instead of week"
• "Show by category instead of by product"
• "Group data by region"

Time Periods:

• "Show last 12 months instead of 6"
• "Change to daily instead of weekly"
• "Display quarterly data"

Examples:

• "Show total revenue instead of order count"
• "Group the data by month"
• "Change to show last year's data"

Summaries

Add or modify summary statistics:

Adding Summaries:

• "Add a summary showing total revenue"
• "Show average order value"
• "Add key metrics at the top"

Examples:

• "Add summary cards above the chart"
• "Show total and average at the top"
• "Add a summary for the selected period"

Chart Labels and Appearance

Customize how the chart looks:

Labels:

• "Change the X-axis label"
• "Update the chart title"
• "Fix the Y-axis label"
• "Add a description"

Appearance:

• "Change chart colors"
• "Make the chart larger"
• "Add a legend"

Examples:

• "Update the chart title to 'Monthly Sales'"
• "Change the Y-axis to show 'Revenue ($)'"
• "Add a description explaining the data"

Complete Examples

Example 1: Changing Chart Type

You: "Change this to a bar chart"
AI: Converts the chart to bar chart format

Example 2: Adding Filters

You: "Add a date range filter and category dropdown"
AI: Adds both filters to the chart

Example 3: Modifying Data

You: "Show revenue grouped by month for the last year"
AI: Updates chart to show monthly revenue for past 12 months

Example 4: Multiple Changes

You: "Change to pie chart, add a summary, and update the title"
AI: Makes all requested changes

Modifying Forms

Forms are used for adding and updating data. You can customize fields, validation, and layout.

What You Can Modify

Adding Fields

Add new fields to your forms:

Adding Fields:

• "Add a notes field"
• "Add a phone number field"
• "Include a comments section"
• "Add a field for internal notes"

Field Types:

• "Add a dropdown for status"
• "Add a date picker for delivery date"
• "Add a number field for quantity"
• "Add a textarea for description"

Examples:

• "Add a notes field at the bottom"
• "Add a phone number field after email"
• "Include a comments textarea"

Removing Fields

Hide or remove fields from forms:

Removing Fields:

• "Remove the status field"
• "Hide the created date field"
• "Don't show the internal notes field"
• "Remove the price field"

Examples:

• "Remove the status dropdown"
• "Hide the timestamp fields"
• "Don't show the internal ID field"

Field Validation

Change what's required or add validation:

Making Fields Required:

• "Make the email field required"
• "Require the name field"
• "Make phone number mandatory"

Adding Validation:

• "Add validation for email format"
• "Require at least 3 characters for name"
• "Validate phone numbers"
• "Set minimum and maximum for price"

Examples:

• "Make email required and validate the format"
• "Require name to be at least 2 characters"
• "Add validation so price must be positive"

Field Types

Change how fields are displayed:

Changing Types:

• "Change this to a dropdown"
• "Make it a date picker"
• "Change to a textarea"
• "Convert to a number input"

Examples:

• "Change the status field to a dropdown"
• "Make the date field use a date picker"
• "Change description to a larger textarea"

Field Layout and Organization

Organize fields better:

Grouping Fields:

• "Group address fields together"
• "Put contact fields in a section"
• "Organize related fields"

Ordering Fields:

• "Put the most important fields at the top"
• "Move email field before phone"
• "Reorder fields logically"

Sections:

• "Add a section for shipping information"
• "Create a section for billing details"
• "Group personal information together"

Examples:

• "Group name, email, and phone together"
• "Put address fields in their own section"
• "Move the submit button to the bottom"

Help Text and Labels

Add guidance for users:

Adding Help:

• "Add instructions for the email field"
• "Include help text explaining what to enter"
• "Add placeholder text"

Examples:

• "Add help text saying 'Enter your business email'"
• "Include instructions for the phone field"
• "Add placeholder 'Enter product name'"

Complete Examples

Example 1: Adding Fields

You: "Add a notes field and a phone number field"
AI: Adds both fields to the form

Example 2: Changing Validation

You: "Make email required and add phone number validation"
AI: Updates validation rules

Example 3: Reorganizing

You: "Group address fields together and put them at the bottom"
AI: Reorganizes form layout

Example 4: Multiple Changes

You: "Add a notes field, make email required, and change status to dropdown"
AI: Makes all three modifications

Best Practices

Being Clear and Specific

Good Requests:

• "Add a date range filter for order dates"
• "Hide the price column"
• "Change to card view and show images"

Avoid:

• "Make it better" (too vague)
• "Fix everything" (not specific)
• "Change stuff" (unclear)

One Change at a Time vs. Multiple Changes

Single Changes:

• Easier to understand
• Less chance of errors
• Clearer feedback

Multiple Changes:

• Faster for related changes
• "Add a filter and a search bar" works well
• "Hide column, add filter, change view type" - all related

Testing Your Changes

After making modifications:

1. Review the changes - Check if they look correct
2. Test functionality - Try using filters, search, etc.
3. Verify data - Make sure data displays correctly
4. Make adjustments - Ask for further changes if needed

Iterative Modifications

You can make multiple requests:

1. "Add a date filter"
2. "Now add a search bar"
3. "Change the default date to last month"
4. "Hide the status column"

Each request builds on the previous ones.

Common Modification Patterns

Pattern 1: Adding Functionality

1. Start with: "Add a [feature]"
2. Test it works
3. Refine: "Make it [specific behavior]"
4. Finalize: "Set default to [value]"

Pattern 2: Changing Display

1. Request: "Change to [view type]"
2. Customize: "Show [specific elements]"
3. Refine: "Hide [unwanted elements]"

Pattern 3: Improving Filters

1. Add: "Add a filter for [field]"
2. Customize: "Make it a [filter type]"
3. Set defaults: "Default to [value]"

Troubleshooting

Modification Not Applied

If your change doesn't appear:

• Check if the request was understood correctly
• Try rephrasing more specifically
• Break complex requests into smaller steps
• Verify the view is saved

Unexpected Results

If you get unexpected changes:

• Ask: "What did you change?"
• Request: "Show me what was modified"
• Revert: "Undo that change" or "Change it back"
• Clarify: "I meant [clarification]"

Multiple Modifications Needed

For complex changes:

• Make one change at a time
• Test each change
• Build up to the final result
• Or describe all changes clearly: "Add filter X, hide column Y, and change to card view"

Tips and Tricks

Referencing Current State

• "Change the existing date filter"
• "Update the current summary"
• "Modify the status dropdown"

Using Examples

• "Like the products view but for orders"
• "Similar to the sales chart"
• "Same as the user form"

Asking Questions

• "What filters are available?"
• "Can I change this to a different chart type?"
• "What fields can I add?"

Related Documentation

• Natural Language Queries - How to use chat effectively
• Data Insights - Creating and managing charts
• Forms - Working with data entry forms
• What We Support in Chat - Complete list of supported actions