Custom Views

Custom views let you create customized ways to display data on item screens (Categories) and Task screens. Each view defines the display type, who can access it, which columns or fields are shown, and which filters are automatically applied.

Created views appear as tabs at the top of the screen, next to the Default view. To create a new one, click + New View.

View types

ENSPACE offers two types of custom views:

• Table — row and column display. Suited for querying, filtering, and operations on large data volumes.
• Kanban — board display with columns and cards. Suited for visual flow tracking and moving items between stages.

Learn more at Table and Kanban.

Creation steps

Creating a custom view follows a 5-step wizard:

1. Basic Information

Defines the view's identification data:

• Name — the title that will appear on the tab.
• Icon — icon for visual identification.
• View Type — choose between Table or Kanban.

2. Visibility

Defines who can see and use the view:

• Allowed groups — restricts access to specific member groups.
• Allowed roles — restricts access to specific roles.

If no group or role is selected, the view will be visible to all workspace members.

3. Columns / Card

This step's configuration depends on the chosen type:

• Table — define which columns (fields) will be displayed in the table and their order.
• Kanban — configure which fields appear on the cards and which field defines the board's columns.

4. Filters

Defines the filters automatically applied to the view. There are two types:

Field filters — conditions of the type "field + operator + value" (for example: Status = Active). Multiple filters can be combined to refine the display.

Automatic filters — pre-defined filters that the view already applies when accessed:

• My items — displays only items assigned to the user.
• My groups' items — displays items from groups the user belongs to.

For each automatic filter, you can define whether it is mandatory (the user cannot remove it) or optional (the user can disable it when accessing the view).

5. Summary

Displays a summary of the entire configuration before creation. Review the information and confirm to create the view.