A view is a saved configuration of a list page — its columns, its filters, its sort. Views give your team consistent ways of looking at the same data without each person rebuilding their own filters.
Layout
- Entity-type tabs at the top to scope the views you're managing.
- Left grid — saved views.
- Right pane — preview and configuration of the selected view.
- Editor — a dedicated screen for creating or editing a view (the
/views/newand/views/[id]routes).
Common tasks
- Create a view — name it, pick the entity, choose columns, filters, and a sort order.
- Edit a view — update the same configuration. Changes take effect immediately for everyone using the view.
- Duplicate to start from an existing view rather than blank.
- Delete when a view is no longer useful.
Tips
- Name views by purpose ("North America renewals due Q2", "Open jobs unassigned"), not by who built them. Names that describe outcomes age better.
- Avoid one-off personal views in this catalog. If only one user needs it, keep it as their personal saved filter on the list page.