Download page Save Database Views.
Save Database Views
When creating your database, all entries are initially visible in a table layout. By using the view options in the toolbar located at the top-left side of your database, you can use the layout, filter, sort, and fields options to group the information as per your requirements. These particular settings can then be saved as a view and reused later to create multi-layered reports. This article explains the functionality of the four view options and how to combine them in a saved view.
Set up View Options
View options define the current view of your database. They can be set in your toolbar when editing a saved view or when creating a custom view in an Orderly database macro. There are four different options to choose from:
Define the way your database should be displayed by picking one of the layouts in the menu:
- Table – Structure your content in a table. Best to use for an overview of textual, numerical, and interconnected data.
- Card – Display your entries as separate cards. Best to use for visual content, for example, when creating a people directory (Learn more).
- Board – Create simple kanban workflows with columns that are based on a single field in your database.
Each layout offers additional settings to define a specific look and feel:
- Card width CARD BOARD – Defines a min and max width for your cards (based on your browser window size).
- Cover Image CARD BOARD – Sets an image field type or a page header image (based on a page link field type) as the cover of your card. This setting overwrites the cover image field setting in your database settings.
Filters allow you to define specific criteria for displaying the data. To create a filter, you need to select
- A field that the filter should be based on.
- A suitable condition (is not, is, contains,...).
- The value you want to use as the filter.
Additionally, when defining multiple filters, you can decide whether the entries should be displayed based on matching either all or any of the defined filters.
Define the order of your entries based on a field value. You can sort a field either in ascending (arrow up) or descending (arrow down) sequence. Switch between both options by using the arrow next to the field name.
Hide fields from your view by deselecting them in the drop-down list.
Manage Saved Views
Add New Saved View
Saved views are defined by the view options set in your toolbar. To create a new saved view, you need to:
- Navigate to a database.
- Open the view selection from your toolbar.
- Click "Add view" to open the create view dialog (If you already have view options defined in your toolbar, this button changes to "Save view").
- Name your new saved view, define its view options, and click create.
Update a Saved View
Saved views are defined and edited on a database level. That means all macros using the view will also be updated once you make changes. To update a saved view, you need to:
- Navigate to a database.
- Select the view you want to update.
- Use the view options in your toolbar to define the changes.
- Open the view selection.
- Click update next to your selected saved view to open the update view dialog.
- Confirm the new changes by clicking save.
A star(*) next to your saved view shows that your view has unsaved changes that need to be updated.
Set Saved View as Default
When opening a database, the view that is selected right away is called the default view. It is marked with a pin 📌. There are two ways to change the default view:
Via view selection:
- Open view selection.
- Hover over the saved view you want to select as the default.
- Click the 📌 pin icon.
Via page editor:
- Edit page.
- Open macro settings.
- Select the view you want to use as the default.
- Save changes and publish the page.
Custom views are automatically set as default for your macro. Please note that changing the default to a saved view will remove the custom view from your macro settings.