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View Overview

What Is a View?​

A view is a configurable window for users to browse and manage worksheet data. It displays records according to user roles, filters, and display styles.

For example, in a Sales Leads worksheet, you can create views such as:

  • Based on lead status: New Leads, Qualified Leads

  • Based on lead owner: My Leads, My Team's Leads

Basic Components of a View​

  • Display Style

    There are 10 view types available: Table View, Kanban View, Details View, Org View, Calendar View, Gallery View, Map View, Resources View, Gantt View, and Plugin View (custom-built).

  • Filter

    Define conditions to show only the relevant records in the view.

  • Default Sorting

    Set a default sorting order for records. Users can still click on column headers to sort manually.

  • Record Color

    Use a single-select field to apply option colors to records for visual differentiation.

  • Display Fields

    Sensitive or irrelevant fields can be hidden in the view. Hidden fields will not appear when users browse records in that view.

Note:

  • Only App Admins can create views and control their visibility to regular users.
  • Each worksheet must have at least one view. Deleting or modifying a view does not affect the underlying records.

10 View Types​

There are 10 types of views for displaying records:
Table View, Kanban View, Details View, Org View, Gallery View, Map View, Resources View, Calendar View, Gantt View, and Plugin View.

  • Table / Kanban / Org / Gallery Views

  • Details View

  • Map View

  • Calendar View

  • Gantt View

  • Resources View

  • Plugin View

    Custom-built view types developed by users. Learn more

View List​

In the view list, users can configure whether a view appears in the sidebar and whether it is visible on Web or Mobile App.
Hidden views are not visible to any user, including app admins.