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Save views of a database

A view is a saved set of table settings, shown in a tab above the rows.

All rows starts with every row, unfiltered. You can change its filters and other settings while you work, then save them as a new view.

The buttons to the right of the view tabs change what you see:

  • Filter: choose Add condition, pick a column, a condition (such as contains, is, is greater than or is empty) and a value, then choose Apply. With two or more conditions, choose whether rows must match all conditions or any condition.
  • Sort: choose Add sort, pick a column and ascending or descending. You can sort by up to four columns, in order. Clicking a column’s name sorts by it too.
  • Group: under Group by, pick a column. Rows gather under each value, and each group folds away with a click on its heading.
  • Columns: untick the columns to hide. Show all brings them back. Hide in this view in a column’s ⋯ menu does the same for one column.

Each button turns into a small label, such as “2 filters”, while it’s in use. The cross on it clears it.

  1. Shape the table as above.

  2. Choose Save as view, type the View name, and choose Save.

    The new view appears as a tab.

To change a saved view, open it, change what you need, and choose Save view. Reset to the saved view (the arrow beside it) throws your changes away.

Each view’s tab has a menu with Rename… and Delete view…. Deleting a view leaves the rows as they are.

  • Views belong to the table, so everyone who can open the database sees them. A change you save to a view changes it for everyone.
  • If you can only view the database, you can still filter, sort and group, but not save.
  • A Files column can be filtered by file name, or by whether it has any files. It can’t be sorted or grouped.
  • Ask and connected AI tools can see what each saved view selects, which helps them answer questions about “open tasks” and the like.