In this article, each Ops Portal view section will be discussed in detail, covering the selections, settings, and options of the Buffer control.

The Buffer control creates a view that can manage and maintain Buffer data. Typical Buffer data would be scenarios like Holidays, Tax Rates, Company contact lists, and any other type of lookup information.

This article describes how to:

Create the SyncFlow View

Select the Control

Assign the Flow

Add a Default Query

Create an HTML Template

Select the Options

Test the View

Watch the tutorial video below to learn how to create the Buffer View using the Synatic Operations Portal.


Creating a new Buffer View

Go to the Operations Portal menu and select the Operations Portal Tutorial.

  1. Adjacent to the Views tab, click ⨁ to add a new View.

  2. Select Buffer in the selection list.

3. Give the View a name and a meaningful description.


The Control Type

Click on the Control field and select the Buffer control to display the data captured in the Buffer. The Buffer control window for this View opens and lets you edit the relevant values and options as described below.


The Flow

Each View created requires that a Synatic Flow is selected. You may create a new Flow or alternatively, you can select the Flow you want to use from the selection list.


Default Query

The Buffer Default Query option may be used to add your own query code.


HTML Template

You can customize an HTML page with your own branding and design to display the Buffer contents, which can contain any HTML elements, including CSS and JavaScript.

In Synatic, you can also use the Handlebars template to process any data.


Options

The Read Only option can be selected to allow the Buffer data to be viewed only and not edited by the operator.


Save the View

When you have completed the View's configuration, click the Save View button.


Test the View

It is always advisable to test each view you create in Synatic's Ops Portal.

1. Select the Ops Portal option in the Account menu to open the Operations Portal. This is also the method used by the operations personnel to process these views.

2. You must then select the view you created from the list of available views.

3. The Buffer View is executed automatically.

4. To edit any of the records in the list, you can:

  • Use the Filter button to display only the selected criteria of records in the Buffer.

  • Use the Add Value button to insert new records to the Buffer.

  • Use the Pencil icon to edit the contents of the selected record.

  • Use the Wastebin icon to delete the selected record.


Useful Tutorials

Revisit the Getting Started page for a refresher.

Learn more in the Operations Portal tutorials.


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