Table Views

Table Views in AutoCRUD

Views provide different ways to visualize and interact with your table data. AutoCRUD offers multiple view types to help you organize, analyze, and work with your information effectively.

Understanding Views

Views in AutoCRUD allow you to:

Present the same data in different formats
Create specialized interfaces for different purposes
Save filters and sorting configurations
Customize field visibility and arrangement
Share specific perspectives with team members

Available View Types

Grid View

The most common view type, resembling a spreadsheet:

Rows represent records
Columns represent fields
Inline editing capabilities
Sorting and filtering options
Resizable and reorderable columns

Best for: General data management, data entry, comprehensive overviews

Kanban View

A board-style view that organizes records into columns based on a single select or status field:

Visual organization of records
Drag-and-drop functionality
Customizable card appearance
Color-coding by values
Progress visualization

Best for: Project management, status tracking, workflow visualization

Form View

A data entry-focused view that presents one record at a time in a form layout:

Clean interface for data entry
Field grouping and organization
Required field validation
Conditional field visibility
Mobile-friendly design

Best for: Data collection, surveys, structured data entry

Calendar View

Displays records with date fields in a calendar format:

Day, week, month views
Color-coding by field values
Duration visualization
Click-to-create functionality
Event-style interactions

Best for: Scheduling, event planning, timeline visualization

Gallery View

Presents records as cards in a grid layout with emphasis on visual elements:

Image-focused presentation
Customizable card layout
Thumbnail previews
Quick record browsing
Visual filtering options

Best for: Media collections, product catalogs, visual data

Creating and Managing Views

Creating a New View

Open your table
Click the “+” icon next to the view tabs
Select the view type you want to create
Enter a name for the view
Configure view-specific settings
Click “Create View”

Customizing View Settings

Each view type has specific settings you can configure:

Grid View Settings

Column width and order
Frozen columns
Row height
Cell wrapping
Conditional formatting

Kanban View Settings

Grouping field selection
Card content customization
Column order and visibility
Card size and layout
Collapsed/expanded states

Form View Settings

Field order and grouping
Field size and layout
Section headers
Required fields
Help text

View-Specific Features

Grid View Features

Column Configuration:

Click on the column header
Use the dropdown menu to access options
Resize columns by dragging the column dividers
Reorder columns by dragging the column headers

Row Actions:

Hover over a row to see action buttons
Use context menu (right-click) for additional options
Select multiple rows for bulk actions

Kanban View Features

Column Management:

Add new columns through the “+” button
Reorder columns by dragging column headers
Collapse columns using the collapse icon
Configure column settings through the column menu

Card Customization:

Click “Customize cards” in the view menu
Select which fields to display on cards
Configure card size and layout
Set up custom card coloring rules

Form View Features

Layout Customization:

Enter design mode through the “Customize form” option
Drag fields to reposition them
Resize fields using handles
Add section headers and descriptions
Configure field properties

Sharing and Collaborating with Views

Sharing Specific Views

Share particular views with team members:

Open the view you want to share
Click the “Share” button
Choose sharing options:
- Share with specific users
- Share with entire workspace
- Create a public link
Set permission levels (view only, edit, etc.)
Send the invitation or link

View Permissions

Control what others can do with your views:

View Only: Users can only see the data
Edit Data: Users can edit records but not the view structure
Edit View: Users can modify the view configuration
Manage: Users have full control over the view

Collaborative View Usage

Best practices for team collaboration:

Create specialized views for different team roles
Use consistent naming conventions for views
Document the purpose of each view
Regularly review and update view configurations
Archive unused views to reduce clutter

Advanced View Techniques

Linked Record Views

When working with linked records:

Click on a linked record
Open the linked record in a new tab
Create specific views for linked record tables
Use lookups to display related data in the primary view

Conditional Views

Create views with dynamic behavior:

Set up filters based on user or system values
Configure conditional formatting rules
Use formulas to drive view behavior
Set up conditional visibility for fields

View Switching Automation

Automate view changes based on context:

Create links that open specific views
Set up default views for different user roles
Configure view redirects based on record state
Use URL parameters to control view selection

View Templates and Examples

AutoCRUD offers several pre-built view templates:

Project Tracker: Kanban view for task management
Customer Database: Grid view with customer information
Event Calendar: Calendar view for scheduling
Product Catalog: Gallery view for products
Data Entry Form: Form view for structured input

Troubleshooting Views

Common View Issues

Issue: View not displaying expected data Solution: Check filters and sorting settings

Issue: View performance issues Solution: Reduce the number of displayed fields or limit record count

Issue: Fields missing from view Solution: Check field visibility settings in view configuration

Issue: Unable to modify view Solution: Verify you have sufficient permissions for the view

Next Steps

Now that you understand views, learn about:

Fields Filters & Sorting