Reorganizing by Feature sections
Capabilities folders to give an overview of each feature
How-Tos folders to give guidance for advanced customizations
Reorganized the Developers section as well, moving the API sub section
there
added some new visuals and videos to illustrate the How-Tos articles
checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)
What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English
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60 lines
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60 lines
1.8 KiB
Plaintext
---
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title: Table Views
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description: Display your data in a spreadsheet-like list format.
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---
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## About Table Views
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Table views display records in rows with customizable columns—like a spreadsheet. This is the default view type for most objects.
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<img src="/images/user-guide/table-views/table-view.png" style={{width:'100%'}}/>
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## Features
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### Column Configuration
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- Show or hide columns (fields)
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- Resize column widths
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- Reorder columns by dragging
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### Group By a Select Field
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Organize records into collapsible groups based on a field of select type.
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<img src="/images/user-guide/table-views/table-group-by.png" style={{width:'100%'}}/>
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1. Click **Options**
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2. Select **Group**
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3. Choose a Select field
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4. Configure group order under **Options → Group → Sort**:
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- **Alphabetical** or **Reverse alphabetical**
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- **Manual order**: Drag groups under "Visible groups" to reorder
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- Click the **eye icon** next to a group to hide it
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**Use cases:**
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- Group Company by Type
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- Group Opportunities by Stage
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- Group Tasks by Status
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<Note>
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**For best performance, limit to 10-15 visible groups per view.** If you need more groups, consider using a Dashboard instead.
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</Note>
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### Column Widths
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Resize columns to show more or less content:
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1. Hover between two column headers
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2. Click and drag the column border
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3. Release to set the new width
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## When to Use Table Views
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Table views work best for:
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- **Browsing large datasets** — scan many records quickly
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- **Data entry** — edit multiple records efficiently
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- **Detailed analysis** — see many fields at once
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- **Sorting and filtering** — find specific records
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## Related
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- [Fields and Columns](/user-guide/views-pipelines/capabilities/fields-and-columns) — configuring which fields to display
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- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — narrowing down records
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