Views (Data Display Modes)

Display your data in multiple ways — from spreadsheets and Kanban boards to calendars and galleries — each view with its own independent configuration.

Table of Contents

· [Introduction to Views](#introduction-to-views)

· [View Types](#view-types)

· [Create a New View](#create-a-new-view)

· [View Permissions](#view-permissions)

· [Share a View](#share-a-view)

· [View Sections](#view-sections)

· [General Notes](#general-notes)

Introduction to Views

Views in ClickAI Tables allow you to customize how your data is displayed while maintaining independent control over sorting, filtering, and field visibility. Each view retains its own configuration — changes made to one view do not affect any others.

This flexibility enables each team member to view the same dataset from a perspective that suits their workflow.

View Types

📋 Grid View (Default)

Displays data in a traditional spreadsheet-style grid layout — similar to Excel/Google Sheets.

Feature	Description
Display	Rows and columns layout
Best for	Data overview, data entry, analysis
Capabilities	Sort, filter, group, search, hide fields, row height

Key features:

· Row Height: Adjust row height (Short, Medium, Tall, Extra)

· Field Visibility: Show/hide columns as needed

· Field Reorder: Drag & drop to change column order

· Aggregation: Display summaries in footer (Count, Sum, Avg...)

📝 Form View

Displays fields as a data collection form — ideal for gathering information from external users.

Feature	Description
Display	Data input form layout
Best for	Surveys, registrations, feedback collection
Capabilities	Custom layout, required fields, success message

Form View Configuration:

· Drag & Drop: Arrange field order in the form

· Required: Mark fields as mandatory

· Help Text: Add guidance for each field

· Show/Hide: Choose which fields appear in the form

· Cover Image: Add a header image to the form

· Success Message: Customize the post-submission message

· Redirect URL: Redirect after submission

💡 TIP: Form View can be shared publicly via link — no login required. Perfect for: customer surveys, contact forms, event registrations, collecting feedback.

🖼️ Gallery View

Displays records as visual cards with featured images — ideal for visual data.

Feature	Description
Display	Card layout with cover images
Best for	Product catalogs, portfolios, media libraries
Capabilities	Cover image, card field configuration

Gallery Configuration:

· Select an Attachment field as the Cover Image

· Choose which fields to display on each card

· Apply filters and sorts

📊 Kanban View

Displays records as Kanban columns — ideal for workflow and pipeline management.

Feature	Description
Display	Column-based status layout
Best for	Project management, sales pipeline, recruitment
Capabilities	Drag & drop between columns, stack by field

Requirement: The table must have at least one Single Select field to serve as the column grouping basis.

How to use:

1. Create a Kanban View

2. Select the Stack by Field (Single Select field for grouping)

3. Drag & drop cards between columns to update status

4. Click a card to view details

Example application:

Sales Pipeline: ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ Lead │ │Contacted│ │Proposal │ │ Won │ ├─────────┤ ├─────────┤ ├─────────┤ ├─────────┤ │ Card A │ │ Card C │ │ Card E │ │ Card G │ │ Card B │ │ Card D │ │ Card F │ │ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘

📅 Calendar View

Displays records on a calendar — ideal for event management, deadlines, and scheduling.

Feature	Description
Display	Calendar layout (month/week/day)
Best for	Content calendars, event management, scheduling
Capabilities	Date-based display, drag to reschedule

Requirement: The table must have at least one Date or DateTime field.

Calendar Configuration:

5. Select a Date Field as the display basis

6. *(Optional)* Select an End Date Field for multi-day events

7. Switch between Month/Week/Day views

8. Drag & drop records to change dates

Create a New View

9. In the sidebar, hover over the table name

10. Click the ➕ (Create View) icon

11. Select the view type you want to create

12. Enter a name for the view

13. Click Create to complete

📝 NOTE: Each view has independent settings for: field visibility, field order, field width, filters, sorts, groups, row colors, and row height. Changing one view's configuration does not affect others.

View Permissions

Collaborative Views (Default)

· All members with edit permissions can modify view configurations

· Ideal for teams working together on a shared view

Locked Views

· View configuration is locked — cannot be edited until unlocked

· Members can read data but cannot modify view settings or content

· Ideal for sharing consistent data presentations

Personal Views

· Only the view owner can modify the configuration

· Other members have read-only access

· Ideal for personal dashboards

Permission	Who can edit the view?	Who can view data?
Collaborative	Editor, Creator, Owner	Everyone
Locked	No one (until unlocked)	Everyone
Personal	View owner only	Everyone

Share a View

You can share a view externally without granting access to the base:

Public Share

14. Open the view to share

15. Click the Share icon on the toolbar

16. Toggle Enable Share View

17. Copy the share link

Share Options

Option	Description
Allow Download	Allow data download (CSV)
Password Protection	Require a password to access
Survey Mode	Display one record at a time (Form View)
Google Spreadsheet Sync	Sync data to Google Sheets

Embed a View

Embed a view into a website or application:

18. Enable Share View

19. Copy the Embed Link (iframe)

20. Paste into your page's HTML

<!-- Example: Embedding a ClickAI Tables View --> <iframe src="https://tables.clickai.vn/shared/..." width="100%" height="600" frameborder="0" ></iframe>

⚠️ IMPORTANT: A Shared View displays data based on the current view configuration (including filters, sorts, hidden fields). Recipients can only see the data you choose to display — they cannot access hidden data.

View Sections

When a table has many views, you can organize them into sections in the sidebar:

· Sections act as folders — they help group views by purpose

· Can be collapsed/expanded

· Do not affect data or view configuration

Example section organization:

📊 Table: Customers ├── 📁 Data Entry │ ├── Grid View - All Customers │ └── Form View - New Customer ├── 📁 Reports │ ├── Grid View - VIP Customers │ └── Kanban View - By Region └── 📁 Management ├── Calendar View - Follow-ups └── Gallery View - Customer Profiles

General Notes

· When opening a table, the default view displayed is the first common (non-personal) view

· Each table must have at least one common Grid View — it cannot be deleted or converted to a personal view

· The field display order for linked records is determined by the first common Grid View