Views and layouts
Proto builds saved views with filters, sorting and search, in table, board, calendar, gallery, timeline and ledger layouts.
| Layout | Best for | Example request |
|---|---|---|
| Table | Scanning and editing many records | “Save a view of open purchase orders sorted by need date.” |
| Gallery | Visual browsing | “Show products as a gallery of cards with their image and price.” |
| Calendar | Date-based work | “Give me a calendar layout of Deliveries.” |
| Board | Status pipelines | “Create a board view of Sales Orders grouped by status.” |
| Timeline | Schedules and timelines | “Show Work Orders on a timeline (Gantt) by start and due date.” |
| Ledger | Transactions with subtotals and a running balance | “Show Payments as a ledger by customer with a running balance.” |
Filters
Ask for filters in plain language, for example “Only show suppliers in Texas with open invoices.” Proto can also limit which records appear in a Reference column, such as only active suppliers.