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.
Shape the table
Section titled “Shape the table”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.
Save a view
Section titled “Save a view”-
Shape the table as above.
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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.
Good to know
Section titled “Good to know”- 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.
- Describe columns for people and AI: explain what each column holds.
- Open a row as a page: add notes to a row.
- Ask a question across your documents: get an answer from your documents.