Create Views

Custom views allows you to define specialized views that exactly fit your data. You can use data from Activities, Entries, and Contexts interchangeably and decide how they should appear in the data table (columns, filters, and quick filters). When creating views you can choose between Private and Public views. All views made inside the My Views folder are implicitely private, while views outside are public.

When to use each base type

• Activities: task-level items you and your team work on.
• Entries: individual form submissions.
• Contexts: containers such as projects, locations, or assets that group Activities/Entries.

Steps

1. Open the Views area
   Go to Home.

2. Create a folder (optional) and a new view
   Note the folders and views on the left sidebar. At the bottom of the list are My Views, open the context menu (⋮) and choose New Collection to group views, or New View to start immediately.

3. Choose the base Source type
   In the new view setup, select Activities, Entries, or Contexts as the source type for the view. And select the source you want to show data from.
   Add a title for the view and a subtext to provide additional context to the view.

4. Choose the Table type
   Choose how you want to display the data. You can display the data in a tree view with Tree Table, or a normal datatable with Data Table.

5. Pick the fields (columns) to display
   Use the dual list to move fields from Available to All Selected Fields. Reorder as needed.
   You can here also go to settings for the field and give it a different display name, set the field type, and set a min with of the column if you want.

6. Add filters
   Use Filter Data to define conditions. Toggle AND/OR at the group level to combine rules. Example: show only inspections that aren’t complete.

7. Build advanced logic with groups
   For scenarios like “Inspection tasks that are either not complete or ongoing,” add a second group and set the group operator to OR.

8. Use quick filters while browsing
   In the view header, apply quick filters like State, Creator, or Select Dates to narrow results on the fly without editing the saved rules.

9. Save and organize

   • Save the view; it appears under your selected folder.
   • Duplicate to create a variant, then tweak filters/columns.

FAQs

How do Activities, Entries, and Contexts differ in a view?
Activities are task-like work items; Entries are form submissions/records; Contexts are the grouping objects (e.g., project/site). Choose the base type that matches what you need to list or filter.

Can I combine AND and OR conditions?
Yes. Put related rules inside a group (AND/OR within the group) and connect groups with an AND or OR at the top. This lets you express logic like (A AND B) OR (A AND C).

What permissions do I need to create or lock views?
You need create/manage permissions for views in your workspace. Locking a view prevents configuration edits by others while still allowing them to use the view.

How do quick filters differ from saved filters?
Saved filters are part of the view definition; quick filters (header chips like State, Creator, Dates) are temporary per-user refinements that don’t change the saved view.

Can I duplicate a view to create a variant?
Yes. Use the context menu Duplicate, rename it, then adjust columns or filters.

How do I set a default view for myself?
Open the view and use the view menu to set it as your default (wording may vary by workspace policy). This affects only your account.

Article ID: 282