BOHEUS
e5ac9f5b8b
Follow-up based on comments from https://github.com/twentyhq/twenty/pull/23266 <!-- This is an auto-generated description by cubic. --> <a href="https://cubic.dev/pr/twentyhq/twenty/pull/23429?utm_source=github" target="_blank" rel="noopener noreferrer" data-no-image-dialog="true"><picture><source media="(prefers-color-scheme: dark)" srcset="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"><source media="(prefers-color-scheme: light)" srcset="https://www.cubic.dev/buttons/review-in-cubic-light.svg"><img alt="Review in cubic" src="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"></picture></a> <!-- End of auto-generated description by cubic. --> --------- Co-authored-by: Félix Malfait <felix@twenty.com> Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
60 lines
1.8 KiB
Plaintext
60 lines
1.8 KiB
Plaintext
---
|
|
title: Table Views
|
|
description: Display your data in a spreadsheet-like list format.
|
|
---
|
|
|
|
## About Table Views
|
|
|
|
Table views display records in rows with customizable columns—like a spreadsheet. This is the default view type for most objects.
|
|
<img src="/images/user-guide/table-views/table-view.png" style={{width:'100%'}}/>
|
|
|
|
## Features
|
|
|
|
### Column Configuration
|
|
- Show or hide columns (fields)
|
|
- Resize column widths
|
|
- Reorder columns by dragging
|
|
|
|
### Group By a Select Field
|
|
|
|
Organize records into collapsible groups based on a field of select type.
|
|
<img src="/images/user-guide/table-views/table-group-by.png" style={{width:'100%'}}/>
|
|
|
|
1. Click **Options**
|
|
2. Select **Group**
|
|
3. Choose a Select field
|
|
4. Configure group order under **Options → Group → Sort**:
|
|
- **Alphabetical** or **Reverse alphabetical**
|
|
- **Manual order**: Drag groups under "Visible groups" to reorder
|
|
- Click the **eye icon** next to a group to hide it
|
|
|
|
**Use cases:**
|
|
- Group Companies by Type
|
|
- Group Opportunities by Stage
|
|
- Group Tasks by Status
|
|
|
|
<Note>
|
|
**For best performance, limit to 10-15 visible groups per view.** If you need more groups, consider using a Dashboard instead.
|
|
</Note>
|
|
|
|
### Column Widths
|
|
|
|
Resize columns to show more or less content:
|
|
1. Hover between two column headers
|
|
2. Click and drag the column border
|
|
3. Release to set the new width
|
|
|
|
## When to Use Table Views
|
|
|
|
Table views work best for:
|
|
- **Browsing large datasets** — scan many records quickly
|
|
- **Data entry** — edit multiple records efficiently
|
|
- **Detailed analysis** — see many fields at once
|
|
- **Sorting and filtering** — find specific records
|
|
|
|
## Related
|
|
|
|
- [Fields and Columns](/user-guide/views-pipelines/capabilities/fields-and-columns) — configuring which fields to display
|
|
- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — narrowing down records
|
|
|