---
title: Views
description: Show an object's records as a table or a board, filter, sort and group them, and save the view for yourself, your team or everyone.
url: https://salexhub.com/docs/data/views
type: how-to
area: data
section: Data
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/data/objects
related:
  - https://salexhub.com/docs/data/objects
  - https://salexhub.com/docs/data/properties
  - https://salexhub.com/docs/control/access
  - https://salexhub.com/platform/data-model/views
tools:
  - view.create
  - view.update
  - view.share
  - view.set_default
  - view.pin
who: Anyone who can edit records saves views; sharing with the whole organization takes Organization settings.
---

# Views

Show an object's records as a table or a board, filter, sort and group them, and save the view for yourself, your team or everyone.

> **Who can do this**: Anyone who can edit records saves views; sharing with the whole organization takes Organization settings.

A view is a way to look at an object's records: which ones, in what order, with which columns. Set one up on the list, then save it to come back to it or share it.

## Table and board

Every object opens as a **Table**. An object with a pipeline also opens as a **Board**: one column for each stage, and a card for each record. Drag a card to another stage, or use its menu's **Move to**.

An object of your own offers these two. It has no calendar, agenda or timeline.

## Shape the list

- **Filters**: **Add filter** narrows the records by a property. A filter can name **me**, **my team** or **today**, so it stays true for whoever opens it and on any day.
- **Sort**: click a column's header.
- **Group by**: in a table, group the rows by a **Select** property, or **None**.
- **Columns**: choose which properties show, and their order. Drag a column's edge to change its width.
- **Page size**: 25, 50 or 100 rows.

Chips beside the filters, such as **All**, **My records** and **Unassigned**, are quick filters, not saved views.

## Save a view

### Set up the list

Choose the layout, the filters, the sort, the grouping and the columns.

### Save it

Open the **Views** menu, named for the view on screen once one is saved, and choose **New view**. Give it a **View name**.

### Choose who sees it

Under **Who can see it**, pick **Only me**, **My team** or **Everyone in the organization**, then **Save**.

A saved view keeps its layout, columns, filters, sort, grouping, page size and column widths. Change any of them later and the list offers **Update view**, or **Reset** to go back. To land on it every time, choose **Open this view by default**.

## Who sees a saved view

| Who can see it | Who opens it |
| --- | --- |
| **Only me** | You |
| **My team** | You and the people in your teams |
| **Everyone in the organization** | Everyone. Only a role with Organization settings can share this way |

A shared view never widens access: each person sees only the records their role and sharing allow. Only the person who saved a view can update, rename, share or delete it. Others can **Duplicate** it and change their copy. **Delete view** removes it for everyone it was shared with, and it cannot be restored. The records stay untouched.

Viewers can use shared views but cannot save their own.

## Pins and All views

The **Views** menu lists the views you pinned, your other views and the ones shared with you. The star on a row pins a view, up to 50, and a pin is yours alone. **All views** lists every view you can open, by area.

## Limits

A saved view holds up to 40 columns and 20 filters.

## FAQ

### Why does a shared view open as another view for me?

It uses a property you cannot read. The list says so, names the property, and shows another view instead.

---

The same page for people: https://salexhub.com/docs/data/views. Index of this site for agents: https://salexhub.com/llms.txt