Plan Availability | All plan types |
Permissions | Workspace Administrators, Solution Creators and Managers: Can create, modify, delete, and manage Saved Views in their Solutions. |
Related Reading |
Overview
Start by getting familiar with the Report Toolbar controls to unlock SmartSuite's powerful view-building capabilities.
Key Features
View Selector
Switch between different data views like:
Grid
Card
Kanban
Timeline
Calendar
Map
Chart
Form
Gantt
Tip: Review the Views Overview article to learn more about each view.
Navigating Views
Views you create are saved in the Views Navigation Sidebar on the left side of the screen.
Use the Views Navigation Sidebar (upper left of each view):
Toggle between Saved Views.
Rename, duplicate, or delete Saved Views.
Search for Saved Views.
Create new Saved Views from scratch.
Flag favorite Saved Views for quick access.
Customization Options
Fields to Display
Customize Views by selecting fields to display.
Key points:
The Primary Field is always displayed.
Reorder fields by dragging the symbol next to the field icon.
Sort
Apply single or multiple sorts based on any field within a table.
Behaves like spreadsheet column sorting in Grid View.
Learn more about Sorting.
Filter
Isolate specific content with data filters.
Apply multiple filters using And/Or combinations.
Example: A marketer might filter the Image Library to display where "Image Category = Feature" AND "Type = Custom Image."
Learn more about the Filter feature.
Group
Group records by fields such as:
Value lists
Linked records
Date fields
Numeric fields
Create multiple groupings when needed.
Tip: Use grouping to reflect workflow stages, status, or priorities.
Learn more about the Grouping control.
Spotlight
Highlight specific records in multiple views using Spotlight.
Example: Flag positions in your hiring process to make them stand out.
Learn more about Spotlight.
Row & Card Size
Adjust sizing for readability:
Row Size: Available in Grid View.
Card Size: Available in Card View and Kanban View.
Learn more about Row & Card size here.
Find
Search for word combinations with the Find control.
Results are highlighted across all view types.
Navigate between results using the arrow keys.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" with relevant members, ensuring seamless collaboration on tasks, SmartDocs, and comments.
2. Data Analysis
Scenario: A sales manager wants to analyze regional performance.
Solution: Use Grouping and Filters to create a Saved View that highlights sales by region.
3. Streamlining Hiring
Scenario: HR needs a quick way to identify candidates at different stages of the hiring process.
Solution: Create a Saved View with Spotlight to flag applicants in "Phone Screening" or "Final Interview" stages.