Views let you look at the same Collection data in different ways. Each view remembers its own layout, fields, filters, and sort order. You switch between views using the tabs at the top of a Collection.

How to Create a New View

1. Open a Collection.

2. Click Add View.

   

3. A modal appears. Enter a Name and Description for your view.

   

4. Click Save. Your new view now appears as a tab. Any filters or layout settings you had active at the time are saved with it.

   

How to Configure a View

Click the Change View button (top-right of the Collection) to open the configuration modal. Here you can adjust everything about how the view displays data.

Step 1: Choose Active Fields

At the top of the modal, you will see Active Fields. This controls which fields are available across the entire view — including forms and record details. If you deselect a field here, it is hidden everywhere in this view.

Step 2: Pick a Layout

Below Active Fields, you choose the view layout. There are four options:

Step 3: Set Layout-Specific Options

Depending on the layout you pick, additional settings appear:

For Kanban and Calendar:

• Group By — Pick a Dropdown field (Kanban) or a Date field (Calendar) to organize entries into columns or calendar dates.

For Kanban, Calendar, and Cards:

• Title — Choose a text field to display as the card title.

• Description — Choose a text or rich-text field for the card description.

For Kanban and Cards:

• Cover Image — Pick a file field to display as the card image.

• Info Fields — Select additional fields to show as bullet points below the description.

For Kanban only:

• Card Header — Pick a field (text, date, or number) to display in the card header area. Defaults to "Created At".

For Table only:

• A Table Columns button appears. Click it to open a second modal where you can:

  • Check or uncheck columns to show or hide them.

  • Drag columns to reorder them.

  • Use "Select All" or "Unselect All" to toggle everything at once.

Step 4: Save

Click Save at the bottom of the modal to apply your changes.

How to Update or Duplicate a Saved View

When you make changes to a saved view (like adding a filter or switching the layout), an Update View button appears automatically at the top of the Collection. Click it to save your changes instantly.

You can also click Add View while on a saved view. The save modal gives you two options:

• Save As New — Creates a new view with your changes, leaving the original untouched.

• Update — Overwrites the existing saved view with your current settings.

How to Delete a View

1. Switch to the view you want to delete.

2. Click Change View to open the configuration modal.

3. At the bottom-left of the modal, click Delete View.

4. Confirm the deletion. This action cannot be undone.

Using Filters with Views

Filters are saved as part of a view. This means you can set up a filter once, save the view, and access that filtered data instantly every time.

Examples of useful filtered views:

• "My Entries" — Created by = me

• "Needs Review" — Status = Pending Review

• "This Week" — Created at = last 7 days

• "Incomplete" — A required field is empty

Controlling Access with Views

You can invite specific team members to a particular view instead of giving them access to the full Collection. They will only see the entries and fields that view exposes.

Example scenarios:

• Invite freelancers to a "Drafts" view so they don't see published work.

• Share deliverables with clients through a "Published" view.

• Give contractors a priority task view without exposing the full backlog.