Custom Views

With Views, you can save predefined filter, sort, and column settings for each table. This allows you and your team to quickly switch between different perspectives on your data without having to manually set the filters each time.

What is a View?

A view stores a combination of the following settings:

• Column Selection & Order: Which fields should be displayed in the table view and in what order?
• Filters: One or more conditions to limit the displayed records (e.g., "show only open tasks").
• Sorting: By which column and in which direction (ascending/descending) should the data be sorted by default?
• Grouping: By which field should the records be grouped?
• Summarization: Which numeric field should be summed, counted, or averaged per group?

Use Cases

For a Tasks Table, you could create the following views:

• My Open Tasks: Filters by the current user and the status "Open".
• All Completed Tasks: Filters by the status "Completed" and sorts by the completion date.
• Tasks per Employee: Groups the tasks by the assigned employee and counts the number of tasks per employee.

Default View

For each table, you can mark one view as the Default. This view is automatically loaded when a user opens the table. If no custom default view is set, the global default view (based on the field settings) is used.

Management

Under Settings > Custom Views, you can create new views, edit existing ones, or delete them.