Work with views
Create views to organize, filter, and focus the records users see.
Only users with the Admin role in the current workspace can create views. Learn more about roles in Manage workspace access.
Views help you shape one table for different kinds of work. Views are different representations of your data and do not affect the data themselves, nor do they change or delete it.
Ninox offers the following view types:
Table Create, filter, and edit records in rows and columns.
Kanban Group records by status and move them through your workflow.
Calendar Display dates, appointments, and deadlines in a calendar layout.
Chart Visualize grouped values with bar, line, and pie charts.
Maps Display locations on a map based on a Location field.
Gallery Display records as visual cards with images and key field values.
Pivot Summarize and compare data in a pivot table.
How to create a new view
In general, you create all view types in the same way.
Start
Open the table. At the top of the screen, click the + next to the last view name.
Enter the view details
Enter a Name for the new view. In Display as, select the view type.
Create the view
Click Create view. The new view appears as a tab at the top of the table.
Configure your view
Use the options applying to the chosen view type as described in the following paragraphs.
Filter records in a view
You can filter all view types to show only the records relevant to a team or task. This helps to keep a better overview and keep sensitive records out of views for users who should not access or see them. To control access to sensitive records and fields, also use permissions. For more on permissions, see Manage workspace access.
Use filters to show only the records relevant to the current task, team, or workflow.
Open the view
Open the table. Then open the view you want to filter.
Open the filter options
Click Filter in the view toolbar.
Add one or more conditions
Choose the field you want to filter by. Then choose the condition and value. Add more conditions if you want to narrow the result further.
Review the visible records
Check whether the view now shows the records you need. Adjust or remove conditions if you want to broaden or refine the result.
A filter only changes which records appear in the current view. It does not change or delete records.
Filters help you focus a view. They do not replace permissions. To control access to sensitive records or fields, also use permissions.
Delete a view
Delete a view if you no longer need that way of displaying the table.
Open the view
Open the table. Then open the view you want to delete.
Open the view menu
Click the arrow next to the view name.
Delete the view
Click Delete view.
Deleting a view removes only the view. It does not delete any records or field data.
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