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Saved Views

Save, default and share your views with your team

Once you've built a filter, sort and grouping you'll want again, save it as a View

- a named, reusable shortcut that you or your team can switch to with one click, instead of rebuilding the same conditions every time.

The view editor, showing a checklist of visible fields, filters and sorting options

1. What a saved view stores

A view remembers:

  • Name and icon, so it's easy to recognise in the view list.
  • Fields - which columns are visible, and in what order.
  • Filters - the conditions records must match. See Filters and sorting.
  • Sorting - the sort field and direction.
  • Grouping - the group field and, for dates, its precision.
  • Permissions - who can see the view.

A view does not store a display mode - Table, Side by side or Timeline is a personal choice you make each time you look at the collection. See Views for the three display modes.

2. Creating a view

You'll need Configure Permission

for this collection to create or edit a shared view. Anyone with access to the collection can create a personal view for themselves.

1. Open collection configuration

Open the options menu (⋯) in the top-right of the collection screen and select Configure, or right-click the collection name in the sidebar and select Configure.

2. Go to Views

Under Display, click Views.

3. Add a view

Click Add View.

4. Configure the view

  • Name - a descriptive name, e.g. "Overdue Checks" or "High-Priority Projects".
  • Icon - pick one to help the view stand out in the list.
  • Fields - tick which fields to show, and drag to reorder them.
  • Filters - add the conditions to apply.
  • Sorting - choose a sort field and direction.
  • Grouping - choose a group field, if any.
  • Permissions - choose who can see this view: everyone, specific roles, or just you.

5. Save

Click Add next to the view's name. It now appears as an option in the collection's view list.

Permissions can't be configured for the default view - it's visible to everyone who can see the collection.

Creating a view from a type

If the collection has Types

, you can generate a view straight from one instead of building it from scratch.

1. Open Types

In collection configuration, under Setup, click Types.

2. Open a type's menu

Click the ⋯ menu next to the type you want a view for.

3. Create the view

Select Create View. Kinabase creates a view already filtered to that type, showing the fields relevant to it.

3. Using and switching views

Click the view's icon and name at the top of the collection to switch views. Each entry in the list shows its icon, name and record count.

If no view is set as the default, Kinabase automatically loads a built-in "All" view with no filters, so there's always a way to see every record.

It's still worth creating your own "Show All" view with no filters if you want one you can rename, reorder, or otherwise customise - the built-in "All" view is a fallback, not something you configure.

4. Setting a default and sharing views

1. Open the view's menu

In the Views configuration pane, open the ⋯ menu next to a view.

2. Choose an action

Select Show by default to make it the view everyone lands on first, Duplicate to use it as a starting point for a new view, or Delete to remove it.

3. Control who sees it

Set the view's Permissions to Everyone, specific roles, or Just me for a personal view only you can see. There's no public link sharing for views - for records you need to share outside your organisation, use a Portal instead.

Views are most useful once you have several - one for each way your team needs to look at a collection. Name them clearly, give each one an icon, and share the ones your whole team should use.

Need more help? Ask your System admin, or contact our support team via Help & Support.

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