Views: saved, filtered slices of a table
A view is a saved version of a table that shows only certain records and columns. Examples: Active Customers, Open Orders, My Tasks, Overdue Invoices. A view shows live data from its source table. Records added or changed in the table appear in the view automatically, and records created from a view are saved to the source table.
Views appear in the app sidebar like tables. You can give each one its own layout (for example a Board of open orders), and you can control access to views separately through app permissions.
Create a view
- In the app sidebar, click + (next to Search).
- Under Create a view from a table, click the source table (for example Customers).
- Fill in Add view:
| Setting | Description |
|---|---|
| Source table | The table the view is based on |
| View name | For example Active Customers. Click the icon to change it. |
| Category/Section | The sidebar group it appears in |
| Add/remove columns (required) | Pick the columns to include, or Select all. Click the ✏️ next to a column to rename it just for this view. Calculated and system columns can’t be renamed. |
| Filter Data By | + Add condition (field, operator, value, or ƒx formula) and + Add condition group for AND/OR logic |
| Enable Draft | Allow draft records in this view |
- Click Save. The view opens and appears in the sidebar.
Examples
| View | Source table | Filter |
|---|---|---|
| Active Customers | Customers | Status is Active |
| Open Orders | Orders | Status is not Closed |
| My Tasks | Tasks | Assignee is Current User |
| Pending Approvals | Requests | Status is Submitted |
View vs. filter
| Toolbar filter | View | |
|---|---|---|
| Saved for others | No (only for you, now) | Yes |
| Appears in sidebar | No | Yes |
| Its own permissions | No | Yes |
| Its own layout | – | Yes |
Edit or delete a view
Hover over the view in the sidebar, click ⋯, and choose Edit, Move to section, Duplicate, or Delete.