Views
What are views
A View is a visual presentation of data from a feature. While a feature defines what data exists (columns and rows), a view defines how that data is displayed and interacted with.
The same feature can have multiple views. For example, a "Tasks" feature might have:
- A Table view for managers to see all tasks with sorting and filtering
- A Kanban view for the team to track task status with drag-and-drop
- A Calendar view to see tasks by due date
- A Dashboard view showing task statistics and charts
Each view has its own configuration — filters, sorting, grouping, hidden columns, conditional formatting — independent of other views of the same feature.
Creating a view
- In the Admin panel, go to Views.
- Expand the feature you want to create a view for.
- Click Add view.
- Select the view type from the available options.
- Enter a name for the view.
- Configure view-specific settings.
- Click Save.
After creating a view, link it to a rail in a module to make it accessible through navigation.
View configuration
All views share some common configuration options:
| Option | Description |
|---|---|
| Filters | Predefined filter conditions applied to the data |
| Sorting | Default sort order by one or more columns |
| Hidden columns | Columns excluded from the view display |
| Conditional formatting | Color rules based on field values (operators: isEmpty, isNotEmpty, equals, contains, greaterThan, lessThan) |
| Allow add | Whether users can create new records from this view |
| Allow selection | Whether users can select rows for bulk actions |
| Associated executions | Workflow actions available in the view toolbar or action column |
Additional options vary by view type. See individual view pages below.
View types overview
| View | Best for | Key features |
|---|---|---|
| Table | Data management, bulk editing | Spreadsheet grid, inline editing, Excel export, advanced filtering |
| List | Record browsing, card layout | Configurable cards with image, title, subtitle, date |
| Kanban | Workflow tracking, status management | Drag-drop cards, swimlanes, collapsible columns |
| Form | Data entry, detailed editing | Dynamic forms with tabs, sections, conditional visibility |
| Calendar | Event scheduling, date-based data | Month/week view with date range events |
| Dashboard | Analytics, KPIs, reporting | Configurable widgets: charts, counters, tables, lists |
| Pivot | Data analysis, cross-tabulation | Row/column aggregation with sum, count, average, min, max |
| Card | Visual display | Large card-based presentation |
| Record | Master-detail exploration | Split-screen with selectable list and detail panel |
| Document | File management | Grid/list file display with preview and download |
| Chat | Communication, messaging | Threaded conversations with reactions and mentions |
| Kiosk | Shop-floor tablet, subuser sign-in | Card grid filtered by the active subuser, optional shift button |
| Side by Side | Data comparison, reconciliation | Similarity scoring, field matching, data linking |
| Report | Printable/exportable documents | AI-authored HTML artifact or block-built PDF, collection or single-record scope |
| Timesheet | Time tracking and review | Daily/weekly/monthly grids, statistics mode, timer or feature data source |