Views

Create multiple views of your table data with saved filters, sorting, and column configurations. Control access to each view.

Overview

Views allow you to save different configurations of your table - filters, sorting, column visibility, and column order. Create multiple views to show different perspectives on your data to different teams.

Save Configurations

Save filters, sorts, and column settings

Access Control

Control who can see each view

Multiple Perspectives

Create views for different use cases

Team Collaboration

Share views with specific teams or roles

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Creating a View

1. Configure Table State

   Set up your desired filters, sorting, and column visibility

2. Click Add View

   Click the + Add View button in the view tab bar

3. Name Your View

   Enter a descriptive name for the view

4. Add Description (Optional)

   Add a description to help users understand the view’s purpose

5. Set View Access

   Choose who can see this view:

   • Specific Users: Individual user access
   • Teams: All members of selected teams
   • Roles: All users with selected roles
6. Create View

   Click Create to save the view

What Gets Saved in a View

Setting	Saved	Description
Column Filters	Yes	All active filter conditions
Sorting	Yes	Column sort order and direction
Column Visibility	Yes	Which columns are shown/hidden
Column Order	Yes	The arrangement of columns
Column Pinning	Yes	Pinned columns (left/right)
Pagination	Yes	Page size preference
Global Filter	Yes	Search text (optional)

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Managing Views

Switching Between Views

Click on view tabs at the top of the table to switch between saved views. The active view is highlighted.

Editing a View

1. Select View

   Click on the view you want to edit

2. Open Settings

   Click the settings icon (gear) on the view tab

3. Select Edit

   Click Edit View

4. Modify Settings

   Update name, description, or access permissions

5. Save Changes

   Click Save to apply changes

Saving Changes to a View

When you modify filters, sorting, or column settings while in a view:

1. A “Save Changes” indicator appears
2. Click Save for Everyone to update the view for all users
3. Or discard changes by switching to another view

Only users with edit permission on the view can save changes.

Duplicating a View

Create a copy of an existing view to start from a similar configuration.

1. Open View Settings

   Click the settings icon on the view tab

2. Select Duplicate

   Click Duplicate View

3. Configure Copy

   • Update the name
   • Modify description
   • Adjust access permissions
4. Confirm

   Click Confirm to create the duplicate

Renaming a View

1. Open View Settings

   Click the settings icon on the view tab

2. Select Rename

   Click Rename View

3. Enter New Name

   Type the new view name

4. Save

   Click Save or press Enter

Deleting a View

1. Open View Settings

   Click the settings icon on the view tab

2. Select Delete

   Click Delete View

3. Confirm

   Confirm the deletion

Deleting a view is permanent. Users who had access to only this view will need access granted to another view.

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View Permissions

Control who can access each view separately from table permissions.

Setting View Access

When creating or editing a view, specify access by:

Access Type	Description
Users	Specific individual users
Teams	All members of selected teams
Roles	All users with selected roles

Permission Levels

Permission	Description
View	Can see and use the view
Edit	Can modify view settings and save changes
Delete	Can delete the view

Default View

The first view (or “All Records” view) is typically accessible to all users with table access. Custom views can restrict access further.

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Use Cases

Team-Specific Views

Create views filtered to show only records relevant to each team:

• Sales Team View: Filter by assigned_team = Sales
• Support Team View: Filter by assigned_team = Support

Status-Based Views

Create views for different workflow stages:

• Pending Review: Filter by status = Pending
• Approved: Filter by status = Approved
• Needs Attention: Filter by priority = High AND status != Complete

Time-Based Views

Create views for time-sensitive data:

• This Week: Filter by due_date within current week
• Overdue: Filter by due_date < today AND status != Complete

Role-Based Access

Create views with different column visibility:

• Manager View: All columns visible
• Staff View: Sensitive columns (salary, cost) hidden

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FAQs

Who can create a View?

Users with Creator or Editor permissions on the table can create views.

Who can delete a View?

Users with Creator permissions or explicit delete permission on the view can delete it.

Who can modify a View?

Users with Edit permission on the view can modify settings and save changes.

How many Views can I create?

There’s no limit to the number of views you can create per table.

Can I reset a view to default?

Click the settings icon and select Reset View to clear all filters and sorting while keeping the view configuration.

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For AI Agents

API: Create View

POST /zorp-tables-service/table/:tableType/views
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "name": "High Priority Items",
  "description": "Shows only high priority records",
  "state": {
    "columnFilters": [
      {
        "id": "priority",
        "value": "High"
      }
    ],
    "sorting": [
      {
        "id": "due_date",
        "desc": false
      }
    ],
    "columnVisibility": {
      "internal_notes": false
    },
    "columnOrdering": ["name", "priority", "status", "due_date"]
  },
  "access": {
    "users": ["user_123"],
    "teams": ["team_456"],
    "roles": ["role_789"]
  }
}

API: Get All Views

GET /zorp-tables-service/table/:tableType/views/
Authorization: Bearer {secretKey}

Response:

{
  "code": "200",
  "data": {
    "views": [
      {
        "_id": "view_123",
        "name": "High Priority Items",
        "description": "Shows only high priority records",
        "isActive": true,
        "body": {
          "colDef": {...},
          "rowDef": [...]
        }
      }
    ]
  }
}

API: Get Specific View

GET /zorp-tables-service/table/:tableType/views/:viewId
Authorization: Bearer {secretKey}

API: Update View

PATCH /zorp-tables-service/table/:tableType/views/:viewId
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "name": "Updated View Name",
  "state": {
    "columnFilters": [...]
  }
}

API: Save View State

PUT /zorp-tables-service/table/:tableType/views/:viewId
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "state": {
    "columnFilters": [...],
    "sorting": [...],
    "columnVisibility": {...},
    "columnOrdering": [...]
  }
}

View State Structure

interface ViewState {
  columnFilters?: { id: string; value: unknown }[];
  sorting?: { id: string; desc: boolean }[];
  columnFilterFns?: { [id: string]: string };
  pagination?: { pageIndex: number; pageSize: number };
  columnPinning: { left: string[]; right: string[] };
  columnVisibility?: { [id: string]: boolean };
  columnOrdering?: string[];
  globalFilter?: string;
  showGlobalFilter?: boolean;
  showColumnFilters?: boolean;
}

UI Elements

Element	Location	Purpose
View Tabs	Below toolbar	Switch between views
Add View Button	View tab bar	Create new view
View Settings	View tab	Edit/Delete/Duplicate
Save Changes	Toolbar	Save view modifications

Event Tracking

ViewsRSEvents.ADD_NEW_VIEW_BUTTON_CLICKED
ViewsRSEvents.CREATE_NEW_VIEW_BUTTON_CLICKED
ViewsRSEvents.CREATE_VIEW_SUCCESS
ViewsRSEvents.CREATE_VIEW_FAILURE
ViewsRSEvents.DELETE_VIEW_BUTTON_CLICKED
ViewsRSEvents.DELETE_VIEW_SUCCESS
ViewsRSEvents.UPDATE_VIEW_SUCCESS
ViewsRSEvents.DUPLICATE_VIEW_BUTTON_CLICKED
ViewsRSEvents.DUPLICATE_VIEW_SUCCESS
ViewsRSEvents.SWITCHED_TO_DIFFERENT_VIEW
ViewsRSEvents.SAVE_THIS_VIEW_BUTTON_CLICKED
ViewsRSEvents.SAVE_THIS_VIEW_SUCCESS

State Persistence

View states are cached in localStorage:

Key: tableState_${tableType}_${viewId}

This allows quick restoration when switching between views.