Views

A view is a configured perspective on your workspace data. Views let different team members see the same data in different ways — different columns, filters, and sorting for different workflows.

Creating a View

1. Open the File menu in the toolbar
2. Select New View
3. Enter a name for your view
4. The new view will be created and opened

Switching Views

Views appear as tabs. Click a tab to switch between views. Each view remembers its own column configuration, filters, and sort rules.

Renaming a View

Double-click on a view tab name to enter edit mode. Type the new name and press Enter to save.

View Properties

Open the properties panel (right sidebar) and select the View tab to see and edit:

• Name — the display name of the view
• Description — optional description for your team
• Addable — whether users can add new rows
• Entity Constraints — cross-field validation rules

Column Visibility

Not every column needs to be visible in every view. Use the properties panel to show or hide columns, and drag to reorder them.

Column Locking

Lock columns to keep them visible while scrolling horizontally. Locked columns stay pinned to the left side of the table.

Private Views

Coming soon

Private views are planned but not yet available.

By default, all workspace members can see all views through role inheritance. Private views break this inheritance — only users with explicit view membership can access them.

Use cases:

• Confidential data — HR compensation views that only HR admins should see
• Work in progress — draft views you're still configuring
• Role-specific — different departments see different views

When a view is marked as private:

• It won't appear in the view tabs for non-members
• Workspace-level role inheritance is bypassed
• Only users explicitly added to the view can access it
• Organization Owners and Admins retain access for management purposes

Archiving a View

Archive a view to remove it from the tab bar without permanently deleting it.

1. Right-click on the view tab (or click the tab menu icon)
2. Select Archive
3. The view is removed from the tab bar but preserved in the system

To restore an archived view:

1. Open the File menu
2. Select Archived Views
3. Click Restore next to the view you want to bring back

Duplicating a View

Duplicate a view to create a copy with the same column configuration, filters, and sort rules.

1. Right-click on the view tab (or click the tab menu icon)
2. Select Duplicate
3. A new view named "Copy of [original name]" is created and opened