Table View

The Table view displays data in a row and column format, where each row represents an item and each column displays a field's value. It's suited for querying, filtering, sorting, and operations on large data volumes.

Column configuration

In step 3 of the creation wizard, you define which fields will be displayed as columns in the table and in what order. Only the fields added in this configuration will appear in the view — the remaining fields still exist on the item but are not displayed in the table.

You can:

• Add columns — select the fields you want to display.
• Reorder — drag columns to define the sequence from left to right.
• Remove — remove columns that are not relevant for this view.

On-screen behavior

Once created, the Table view works like the default table — with search, column filters, period filter, sorting, and pagination. The difference is that it comes pre-configured with the columns and filters you defined, offering a targeted view for a specific context.

Item actions (View, Edit, Delete, Access, Copy Link) and inline editing remain available as usual.

Practical example

A view called "Active Contracts" configured with:

• Columns: Name, Client, Value, Due Date, Status.
• Filter: Status = Active.
• Visibility: Role "Contract Manager".

Result: when accessing the "Active Contracts" tab, the manager sees only contracts with an active status, with the relevant columns for their analysis, without needing to apply filters manually.