How to view table records?
The v2 workspace shows table data in Table or Board mode. On the left — Tables and Saved views; in the toolbar — search, filters, columns, and view toggle.
When you need this
- You need to browse or edit directory rows.
- You want to work with a saved view (filters + columns).
- You need a kanban board by status or category.
Key terms
- Tables — sidebar list with Search tables….
- Main table — default view without saved settings.
- Saved views — named sets of filters, sort, columns, and Table / Board mode.
- Table / Board — view mode toggle in the toolbar.
- Rows in table: {count} — counter in the header.
- On large tables, records stay available even when the chosen sort is temporarily not applied — see the banner above the table.
Before you start
Step-by-step
- In the Tables sidebar, select the table — the records table opens.
- Browse rows in Table mode:
- Scroll; resize columns.
- Click a cell — inline edit (unless the field is View only in table).
- Click a row or Open record — Edit record side panel.
- Configure columns — Columns in the toolbar: visibility, order, Save or Save for filter.
- Apply Filter or Sort — see dedicated guides.
- Switch view for a board:
- Click Board.
- Choose Board columns (field with a limited number of values).
- Save current settings — Save view or Create saved view (see Use saved views).
- Add a row — Add row; import — Import or Import into this table from empty state.
What happens next
You see current rows with filters and the chosen view applied. Cell edits save immediately (or after validation).
How to verify
- Rows in table matches expected count (or less because of filters).
- Columns show the fields you need.
- Table ↔ Board switching works without errors.
Other options
- Charts — panel below the table for count/sum summaries.
- Highlighting — conditional colors for the current view; steps: configure row highlighting.
- Export — select rows → Export or export the whole table.