Saved views
A saved view is a named arrangement of one sheet: which columns are shown, their order and width, what is frozen, what it is filtered and sorted by, and how it is grouped. It stores no rows and no permissions. Returning a sheet to how it arrived is a matter of switching back to the default view rather than undoing each control in turn.
What is inside a view#
- The sheet it belongs to. A view of Deals is not offered on Companies, because the columns would not exist.
- The visible columns, their order and their widths.
- Which leading columns are frozen.
- Every filter in force, with its column and its condition.
- The sort, and the grouping if there is one.
What it does not contain is data. A view is a question, evaluated fresh every time it is opened, so a view of overdue follow-ups opened next month shows next month's overdue follow-ups. It never carries a frozen copy of rows that could go stale without anybody noticing.
A view is an arrangement, not an access grant#
Opening somebody else's view does not widen what you can see. Rows are filtered by the workspace kernel and again by row-level security in the database, on every request, regardless of which view asked for them. A view can only ever narrow — it selects among the rows you were already entitled to.
Views live inside one workspace like everything else, so there is no sharing across the boundary between the Owner's workspace and a customer's, or between two customers. The layered enforcement behind that is described in three independent layers of tenant isolation.
Resetting#
Switch to the default view for the sheet.
Result Columns, filters, sort, grouping and freezing all return to how the sheet arrives, in one move.
If rows are still missing, check the search box separately.
Result Search and filters are different controls, so clearing one does not clear the other.
If a sheet is still empty, confirm which account you are signed in as.
Result An empty sheet in the wrong workspace is correct behaviour, not a fault — see a row with no workspace stamp is invisible, not missing.
Resetting never deletes a saved view. It changes what you are looking at, and the view is still there to switch back to — which is what makes it safe to reset first and investigate afterwards.
When a view stops being useful#
- It returns nothing
- A condition that made sense when you saved it no longer matches anything. Open it, clear the newest filter, and save it again.
- It returns everything
- A filter was built on a column that is now empty for most rows. The view is technically working and telling you about your data.
- It duplicates another
- Two views with nearly the same filters is a sign the distinction lives in somebody's head. Merge them, and put the distinction in the name.
- It has outlived the job
- A view built for one month's push is clutter afterwards. Deleting it removes an arrangement and never a record.
Questions#
Does a saved view keep a copy of the rows?
No. It keeps the filters and the arrangement, and the rows are fetched when you open it. That is why a view is safe to keep for a long time: it cannot quietly become a stale snapshot that disagrees with the records it claims to describe.
Can somebody see records through my view that they could not see otherwise?
No. Visibility is decided per request by the workspace kernel and by row-level security, not by the view. A view is a way of asking, and asking differently does not change what you are entitled to.
How do I get a sheet back to its original state?
Switch to the default view. It restores columns, filters, sort, grouping and freezing together, which is both faster and more reliable than undoing controls one at a time and hoping you found them all.