User Guide Databases
Views
Show the same records as a table, board, calendar, Gantt chart and more.
A view is a saved way to look at a database. Every view has its own visible fields, filters and sorting, but they all show the same records — edit a record in one view and it changes everywhere.
Add a view
- Open a database.
- Next to the view tabs, choose Add view.
- Pick a View type, give the view a name and choose Create view.
Click an active view tab again to rename, duplicate or delete it.
View types
| View | Best for | Needs |
|---|---|---|
| Table | Working through records like a spreadsheet. Edit cells inline, resize columns and drag column headers to reorder them. | — |
| Board | Following work through stages. Records appear as cards in columns; drag a card to move it to another stage. | A Workflow field |
| Calendar | Seeing records on the days they happen. | A Date or Date Range field |
| List | A compact, simple list of records. | — |
| Timeline | Seeing records across time. | A Date or Date Range field |
| Gantt | Planning projects and phases with start and end dates. | A Date or Date Range field |
| Gallery | Visual cards, for example products with an image link. | — |
| Feed | Reading records like a stream of updates, with a text preview and a date. | — |
| Map | Records that have an address or place name, with a link to open each place in Maps. | A Text or URL field with the location |
Note
If a view type needs a field the database doesn't have yet, add that field first — for example a Workflow field before creating a Board.
Show or hide fields
Choose Fields in the toolbar and use the switches to choose which fields this view shows. Hiding a field doesn't delete its data.
Filter and sort
- Filter — show only the records that match your conditions.
- Sort — order records by one or more fields.
- AI filter — describe what you want in plain words, such as overdue within 3 days, sort by due date, and CovaNode applies the filters and sorting for you.
- Search — the search box above the records finds records by text.
The record count next to the views shows how many records match, for example 300 of 500 when a filter is active.
Select and act on records
In a table, select records with the checkboxes to act on several at once, such as deleting them or exporting them as PDFs. Selection follows the view: records hidden by a filter are not included.
Print view
Print view in the toolbar creates one PDF table of every record in the current view, using its filters, sorting and visible columns, with totals per column. It is available on paid plans.
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