> For the complete documentation index, see [llms.txt](https://docs.clickai.vn/clickai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clickai.vn/clickai-docs/clickai-docs-en/function/database/views-data-display-modes.md). # Views (Data Display Modes) ## 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.
FeatureDescription
DisplayRows and columns layout
Best forData overview, data entry, analysis
CapabilitiesSort, 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.
FeatureDescription
DisplayData input form layout
Best forSurveys, registrations, feedback collection
CapabilitiesCustom 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.
FeatureDescription
DisplayCard layout with cover images
Best forProduct catalogs, portfolios, media libraries
CapabilitiesCover 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.
FeatureDescription
DisplayColumn-based status layout
Best forProject management, sales pipeline, recruitment
CapabilitiesDrag & 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.
FeatureDescription
DisplayCalendar layout (month/week/day)
Best forContent calendars, event management, scheduling
CapabilitiesDate-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
PermissionWho can edit the view?Who can view data?
CollaborativeEditor, Creator, OwnerEveryone
LockedNo one (until unlocked)Everyone
PersonalView owner onlyEveryone
## 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
OptionDescription
Allow DownloadAllow data download (CSV)
Password ProtectionRequire a password to access
Survey ModeDisplay one record at a time (Form View)
Google Spreadsheet SyncSync 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 \\ \ width="100%"\ height="600"\ frameborder="0"\ \>\ ⚠️ 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 --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.clickai.vn/clickai-docs/clickai-docs-en/function/database/views-data-display-modes.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.