View Customization

There are several ways to manipulate records within a table, and each method has a different appearance. You can define views for each table in your database, allowing you to control the fields, records, and other settings that appear in the view.

Customization options are available at the top of each view. Your customizations for field display are saved for each view, so you can have different preferences for your data without affecting all your Views. Each modification to the view is saved, so you can easily refer back to it.

The following options are covered in the views:

• Export view
• Duplicate file
• Duplicate view
• Webhooks
• Rename view
• Delete view
• Filtering view
• Sorting view
• Sharing view
• Row coloring
• Field visibility

Filter view

To make prioritization easier, use filters to apply single or multiple criteria to tasks. Filters allow you to show rows that apply to your conditions.

Because views work with rows in a similar way to how they work with tables, filtering a view discards records rather than deleting them. Simply choose one or more filters to sort your table by. For example, you can select a due date and a priority to see only tasks on your most important projects that are due soon.

Adding a new filter

You must choose a field, a condition, and a value before you can set a specific condition.

You can use a condition to create a rule that the records must follow to be visible in the current view.

To add custom filters to a view, you can show rows that apply to your conditions by clicking on the Filter link in the view bar at the top right of your table:

1. Click ’+ Add Filter’
2. Choose any field you want to filter your table by from the dropdown.
3. Choose the condition you want to use, i.e. Contains, Contains not, is, is not, is empty, is not empty, higher than, lower than, length is lower than, is date, is not date, is today, is days ago, in this month, is after date, is before date, day of month is, in this year, in this month, has, has not, etc.
4. Define the value of the field you want to see, i.e. a specific word, status or number.

You can easily remove filters by clicking the X icon next to them in the filter menu.

Customizing your filters with multiple conditions

View only the rows that fit certain criteria, depending on what you need by customizing your filtering conditions with multiple conditions. To create more complicated filtering, we can chain together several conditions. For multiple filter rules, there are two types of logic: AND and OR. You can use this method to apply numerous filters at once using the And or Or conditions.

AND conditions: Use And when you want all conditions to be met. Use AND logic to find items that fulfil all requirements within a collection of filter rules. For example, if you want to identify projects containing the status ‘In progress’ AND ‘Urgent’ in a table, click And before adding the second rule.

OR conditions: Use Or when you want any condition to be met. Use OR logic to find items that satisfy at least one of a set of filter rules. For example, if you want to identify projects containing the words 'Rebranding website OR ‘User portal’ in a table, click Or before adding the second rule.

To add another condition for a color, click the ‘Add condition’ button. Adding a second condition creates a condition group with all the conditions connected via And or Or.

Disabling and enabling multiple filter options

You can toggle the ‘all disabled’ box to enable or disable all existing fields within the page. This will not remove the filters from the table but will only disable them from applying.

As you activate each filter condition, notice how the aggregated values at the bottom of the screen adjust accordingly to reflect the number of rows visible.

Export view

This option is restricted to the Grid view only.

Data on the Grid view can be exported in three ways:

• Export to CSV
• Export to JSON, currently available only with Premium subscription.
• Export to XML, currently available only with Premium subscription.

To export a view,

1. Click on the ellipsis ••• beside the required view you want to export to open your view settings.
2. Select ‘Export view’
3. Select the view to export
4. Choose the file format you would like to export
   • When exporting as CSV, you have additional options to select a Column separator and Encoding. The default delimiter to separate values with is a comma ,. Other delimiters include ;, |, <tab>, record separator (30), unit separator (31).
   • Encoding converts the data into a format that can be supported and used by different systems.
   • If the first row is header, tick the option.
5. Click ‘Export’ and Download

Rename a view

To rename an existing view,

1. Click on the ellipsis ••• beside the required view
2. Select ‘Rename view’
3. Enter the new name of the view

Delete a view

To delete a view, click the view menu button (…) and then select “Delete view” at the bottom of the dropdown.

To delete an existing view,

1. Click on the ••• beside the required view
2. Select ‘Delete view’

Organize a view

To change the order of your views, select the view and drag to a new order.

Duplicate a view

To duplicate a view, you need to click on the view’s options at the top left side of the table and select the duplicate view option from the dropdown.

Create Webhooks

Webhooks can be used in order to inform 3rd party systems when a row in Baserow has been created, updated or deleted. You can send a webhook when an event occurs in an app.

For more on creating a webhook, you may find our help section useful.

If you’re looking for something else, please feel free to make recommendations or ask us questions in our online community —we’re ready to assist you!