Creating Data Views
Required Permission
This feature requires the TEAM_ADMIN_DATA_COLLECTIONS permission. See Feature Permissions for details.
Data Views control how users see and interact with your data. Each view type offers a different way to visualize the same underlying Data Collection.
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, map, or Kanban)
- Whether it's available for external embedding
Creating a View
- Navigate to Team Administration → 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 using Data Cards
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. See Calendar View Configuration for detailed setup instructions including start/end date fields, display settings, and timezone handling.
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.
Kanban View
Board-style columns — ideal for:
- Workflow stages (e.g., pipeline management)
- Status-based record grouping
- Drag-and-drop record management
Requires a Single Selection field for column grouping. Configure the grouping field and default columns in the collection's Kanban Settings.
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
- Useful for letting users narrow down large datasets
Embedding Tab
Enable external embedding for the view. See Data View Embedding Guide for comprehensive instructions on:
- Enabling external visibility
- Generating API tokens
- Getting embed code snippets
- Custom CSS for embedded views
Impact on Users
- Views appear in the collection's navigation menu for the user
- Users switch between views to find the best presentation for their needs
- Data Permissions control which collections and fields users can access — this affects what appears in views
- Users with the Create permission can import data via the view's toolbar (see CSV Import)
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.
Related Topics
- Data Collections Overview — Collections that views display
- Managing Data Fields — Fields shown in views
- Data Cards & Card Groups — Summary cards used in list views
- Calendar View Configuration — Detailed calendar setup
- Data View Embedding Guide — Embedding views on external websites
- Data Permissions — Controlling user access to collections
- CSV Import — Importing data through views