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Private or User Views and Reverting to Sticky Public Views

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Daniel_Selzer
5 - Automation Enthusiast
5 - Automation Enthusiast

The use of views is obviously a crucial and powerful aspect to airtable but it can very quickly get bloated, especially when a base is being shared amongst a team.

My first thought is to have โ€œprivate viewsโ€ or โ€œuser viewโ€, which I think reflects airtableโ€™s goal of creating a tool that allows users to define their own tool. Within a certain table I may want to save multiple views that are really only relevant to what I want to see, and thereโ€™s no need to a) clutter up the views list for everybody and b) allow anyone else to see or edit these views.

This would also solve some of the requests regarding granular permissions for views.

For the public views, I still think it would be great to have a way to save the settings of a view so multiple people can use the view without changing it. For instance, if there is a view that just shows all the records, if somebody on the team starts filtering things, and doesnโ€™t remove the filters, the next person who selects that view will see all the filters. On our team, weโ€™ve been making different views for each user, both so our personal selections donโ€™t effect others, and so we can look and edit the same data at the same time without affecting other users views. However, it would be great to be able to โ€œrevertโ€ to a set saved state for a specific view. I find we donโ€™t treat each view as a static state, but a starting off point.

I know some of these issues have been discussed on the forum, but I think these types of solutions, โ€œuser viewsโ€ and โ€œrevertโ€ could solve a lot of the problems weโ€™ve been having.

Another level of organization for the views would be to have sub-folders for views. Just something else to think about!

12 Comments
Chester_McLaugh
9 - Sun
9 - Sun

I absolutely agree!

I would suggest โ€œuserโ€ views and โ€œteamโ€ views and introduce a โ€œsave viewโ€ button next to the triple-dot view menu.

And if โ€œsave viewโ€ is too many clicks for some users, the view menu could have a checkbox for โ€œauto-save viewโ€

Chris_Sanders
6 - Interface Innovator
6 - Interface Innovator

I view this as a key feature that is missing. A view needs to be a definable look into a table. But if the filters on a view can be changedโ€”and arenโ€™t reverted back to the filters that define that viewโ€”then views lose much of their utility.

I would suggest the following:

-Each view has a persistent set of filters and sorting rules.
-These persistent filters/rules are basically locked across users and sessions. They are easily visible, but changing them requires an mouse clickโ€ฆperhaps some sort of confirmation that changing these filters may fundamentally change the view for all users.
-On top of the persistent filters/rules are โ€œuser filters/sorting rulesโ€ that are persistent across sessions, but not across users.

Katherine_Duh
Airtable Alumni (Retired)

Thanks for the feedback on this! Weโ€™re definitely reading your suggestions and taking them all into consideration. Any information about how our you all/your teams use views in your use cases is very helpful for us.

Out of curiosity, roughly how many views do your tables each have right now? Five or less? More than 10? Dozens?

Andrew_Enright
9 - Sun
9 - Sun

In our main table in our primary base, 24. And we try to keep that count lowโ€ฆ But when making a view per user, youโ€™re pretty much stick with your user-countโ€ฆ And 20-40 isnโ€™t unusual at all for a Creative/Marketing shop.

Daniel_Selzer
5 - Automation Enthusiast
5 - Automation Enthusiast

Our main table has about a dozen views. Some are pretty constant, others come and go depending on whether a specific project is active. Beyond that, all the users have their own views. One of the problems, as we roll this out, is that the user views are based on the main view, but if we change the layout of the main view, say add a field in the middle somewhere, it gets added to the end of the user view.

What we would like is the ability for the filtering to be sticky and flexible. For instance, if the table has a field called โ€œassigned to:โ€ and one of the options is my name โ€œDSโ€, I want a view that just shows jobs assigned to me. Nobody else needs to see or have access to that view. Maybe the answer is less about multiple views than about being able to save different filtering options?

Justin_Hales
4 - Data Explorer
4 - Data Explorer

This is a must have! Any updates on when this feature might be available?

Aaron_Owen
7 - App Architect
7 - App Architect

The key concept here is โ€œpersistentโ€. Iโ€™ve requested in a separate thread that sorting persist.

But it looks like youโ€™ve taken it a step further with multiple levels of sort/filtering functions. One at the view level, and the other at the user level. I like it.

One of the main benefits to AirTabe over Google Sheets is the fact that a user can sift and sort without affecting another userโ€™s view of the underlying data. I support this request.

BenInDallas
7 - App Architect
7 - App Architect

Just bumping this thread. This is a REALLY important feature to my team, as we evaluate whether AirTable is going to work for us. Any updates?

Hjortur_Steingr
4 - Data Explorer
4 - Data Explorer

I think this would be a great feature. My team has 11 members, each one has 3 main views and than there are some views that only two members use, so my team has over 50 views :unamused:
I would like to have more views but it is too many already.

Please consider this feature :smiling_face_with_halo:

BenInDallas
7 - App Architect
7 - App Architect

A related issue is the fact that any user can modify a View (accidentally or otherwise) and totally screw things up. For example, in our Task Management table, we are setting up views for each user, filtering records by the โ€œAssigned Toโ€ column. If someone changes the filter in the existing View called โ€œSusanโ€™s Tasksโ€ she may not even know itโ€™s changed until someone starts asking her about tasks that are nolonger visible to her.

This is a serious danger.

Having unique views for each User would help. Having โ€œlockedโ€ views that only Admins can edit would also help. And hidden views that only certain users/roles/groups can access would be even better, but I realize that gets into some granular permission features that are beyond the scope of this topic.