Summary
Bynder’s Universal Compact View is a configurable, pre-built UI component providing a window into your DAM for searching and selecting assets from within another system. Used in many of our existing integrations, it is easily implemented, saving time and money, and accelerating the process of developing integrations into other systems.
Who?
This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.
Searching Assets
The search bar in the left top corner of the Universal Compact View can be used for searching assets. The search functionality in the Compact Screen works the same as in the portal.
Adding Assets
From The DAM
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Make sure the Assets tab is active and use the filter bar to filter or search for the assets you need. Images, videos, documents, and audio files can be added via the Universal Compact View.
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Select the files(s) in the Universal Compact View.
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If applicable, use the dropdown at the bottom of the Universal Compact View to select whether you want to add the original file or one of the available public derivatives.
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Click Add asset(s) to add the asset(s) to your content page. The asset needs to be marked as public in order for the original file to be available. This dropdown is only available when adding a single asset. Depending on your Universal Compact View setup, it may not be available.
From Collections
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Open the Collections tab and click on the collection you need.
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Select the files(s) you need.
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If applicable, use the dropdown at the bottom of the Universal Compact View to select whether you want to add the original file or one of the available public derivatives.
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Click Add asset(s) to add the asset(s) to your content page. The asset needs to be marked as public in order for the original file to be available. Derivatives need to be marked as public in order to be available in Universal Universal Compact View. This dropdown is only available when adding a single asset. Depending on your Universal Compact View setup, it may not be available.
Filtering Assets
Metaproperties
The metaproperties are available in the top filter bar and can be used to filter for assets easily.
Note: For a metaproperty to appear in the Compact view, the 'API field' setting needs to be enabled. Contact your Bynder Admin for help.
Smart Filters
If Smart Filters are set up for your portal, they are available in the top filter bar and can be used to filter for assets easily. In order for a smart filter to show in the Compact view, the underlying metaproperties need to have the setting 'API field' enabled.
Advanced search
You can use the advanced filter for advanced search operations. At this moment the advanced filter only allows search by file type.
Tags
The tags filter can be used to filter assets with a certain tag.
Sort Assets
Use the Order by dropdown to change the sorting order of the assets. By clicking you can switch between ordering the assets descending or ascending.
Select Assets
Drag and drop your mouse to select assets.
Alternatively, you can hover your mouse over the thumbnail of the asset you want to select. Click the to select the file.
Deselect Assets
Hover your mouse over the selected asset and click the to deselect the file.
To re-select the assets you already selected, press and hold Cmd (Mac) or Ctrl (Windows) on your keyboard and let go of the mouse.
Level: Proficient
Proficient-level articles are for users who have some prior Bynder knowledge. These articles require you to know the basics and may also require higher-level portal rights to accomplish the task outlined within the article.