Creating Data Views
Required Permission
This feature requires the TEAM_ADMIN_DATA_COLLECTIONS permission.
Data Views control how users see and interact with your data. Each view type offers a different way to visualize the same underlying data.
What is a Data View?
A Data View is a configured presentation of collection data that defines:
- Which fields are displayed
- How records are sorted and filtered
- The visual format (list, table, calendar, etc.)
- Whether it's available for embedding
Creating a View
- Navigate to Admin → Data Collections
- Click on a collection
- Go to the Data Views tab
- Click Create View
- Select a view type and fill in the details
View Types
List View
Vertical list of record cards - ideal for:
- Mobile-friendly browsing
- Quick scanning of records
- Displaying summary information
Table View
Spreadsheet-style grid - ideal for:
- Viewing many records at once
- Comparing values across records
- Inline editing (if enabled)
Calendar View
Date-based display - ideal for:
- Events and appointments
- Deadlines and due dates
- Scheduling and planning
Requires date field configuration.
Detail View
Single record display - ideal for:
- Embedded record details
- Public-facing record pages
- Focused data entry
Map View
Geographic visualization - ideal for:
- Location-based data
- Store locators
- Territory mapping
Requires geolocation or address fields.
View Configuration
Details Tab
- Internal Name - Identifier for your reference
- Display Name - Name shown to users (optional - uses internal name if blank)
- Description - Internal notes
Displayed Fields Tab
- Select which fields appear in the view
- Drag to reorder columns/fields
- Configure field display titles
Filter Fields Tab
- Add user-facing filter controls
- Users can filter view results by these fields
Embedding Tab
- Enable external visibility
- Generate API tokens
- Get embed code snippets
Impact on Users
- Views appear in the collection's menu
- Users switch between views to find the best presentation
- Permissions control which views users can access
Tip
Create multiple views for different use cases. For example, a "My Tasks" view filtered to the current user, and an "All Tasks" view for managers.