Views

Views are saved filters and sort settings on a table. Admins define them once; everyone on the team can apply them with one click from the grid, from a flow, or over the public API.

The Default view

Every table has a Default view that shows all records unfiltered and sorted the usual way. You can't rename, edit, or delete it. Switching to Default from any other view reverts the grid to the unfiltered state.

Picking a view

Click the layers icon next to the Filter icon above the grid. The current view's name is shown on the button. Pick any view in the list to replace the grid's current filters and sort with that view's settings.

Saving and managing views (admins only)

Workspace admins see three extra actions in the view picker:

• Save current as new view — prompts for a name, then saves the current filters + sort. Names must be unique within the table.
• Update current view from filters — overwrites the active view with whatever filters and sort you've got right now.
• Delete current view — removes the active view.

Read-Write and Read-Only members see only the view list.

Editing filters while on a saved view

If you change a filter or click a column header to sort while a saved view is active, the grid keeps that view selected but marks it as having unsaved changes. Your change is applied on top of the saved definition; the saved view itself isn't modified until you choose Update current view from filters. To keep the edited result as a separate view, use Save current as new view instead.

URL

A loaded view puts ?view=<id> on the URL. Paste that URL anywhere to open the table with that view applied. If you've made unsaved edits on top of the view, those overrides are included in the URL too so reloads and shared links keep showing the same grid state.

From flows and scripts

Flow builder has a Get Records From View brick in the Data category. Pick a view, give the result a variable name, and the brick fetches the records the view describes. In PHPScript:

$leads = records_query_from_view(42);
foreach ( $leads as $lead ) {
    sys_log($lead["title"]);
}

Public API

Views are accessible over the bearer-token public API — you can list a table's views, fetch one, and query records through a view. Creating or editing views is admin-only and session-only in v1. See the Views API reference.