Understanding Data Views

DataViews allow you to create filtered, sorted presentations of your data.

What is a DataView?

A DataView is a saved query that displays data from a DataType with:

  • Specific columns visible
  • Filters applied
  • Custom sorting
  • Grouping (optional)

Use Cases

  • "Active Contacts" - Show only contacts where status = Active
  • "This Week's Tasks" - Show tasks due this week
  • "My Assigned Items" - Show items assigned to the current user

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