Personal views

Personal views are a special view configuration type that allows collaborators with creator, editor, or commenter permissions to create views that can only be customized by the view's current owner. In other words, only the owner of a personal view can customize that view's filters, grouping, field visibility, field order, sorts, row heights, and record coloring.

Personal views are also hidden from other collaborators' view sidebars by default. This makes personal views the perfect tool to create tons of views to play around with visualizing a table's data—without worrying about affecting other collaborators' views or their view sidebar.

Introduction

Overview

Personal views really shine whenever you want to create a view relevant to a specific, personalized, workflow. For example, you could create a personal view with filters to only show the tasks you have been assigned to work on. By making the view personal, instead of collaborative, you can ensure that no other collaborators can accidentally alter your carefully crafted views.

If you're looking for a way to stop all collaborators from changing the configuration of a view that the entire team uses, you might want to lock the view instead.

Creating a personal view

Start by opening up the view menu and going down to the section labeled "Create...". If your view creation section is collapsed you will need to expand it by first clicking on the word "Create..." in the bottom left-hand portion of the view sidebar.

With the view creation section open, you can hover over each of the view type options for a brief explanation of that view type. Once you've picked a view type, clicking on that type will open up the menu to create your new view. You can now choose the view permission type and name your view. To create a new personal view select the "Personal" option before clicking "Create New View":

You can also change view permissions of an existing view at any time from the View settings menu if you'd like to turn a Collaborative or locked view into a personal view or vice versa:

Personal view creation shortcut from the "My Views" super section

The “My views” super section introduces a new shortcut to easily create new personal views on the fly:

Clicking on the “+” button next to “My Views” will autofill the view’s permission type as “Personal” and prefill the name of the new view as “[Your Name]’s Viewtype”:

Newly created views in large bases are personal by default

When many collaborators work together within the same table, the number of views on that table starts to grow. Having many views in a table can make it hard to navigate and even harder to find which views are most relevant to you. As a best practice, we recommend using personal views so users can play around with data in ways that are specific to their needs.

To that end, personal views are now the default permission type for large bases (defined as bases with over 20 views, and where there are more than three different collaborators creating views).

If you’d like to choose another permission type when creating a new view, you can easily change the settings by selecting any of the other view permission type options before clicking “Create new view”:

Viewing personal views

By default, when you open up the view menu you will only see collaborative views, locked views, and your own personal views (which are marked with your user's profile avatar after the view's name).

Clicking on the gear in the view sidebar, next to the "Find a view" text, will reveal a dropdown with a toggle to "Show everyone's personal views". Toggling the "Show everyone's personal views" option will reveal the personal views of other users. Each personal view's owner will be indicated by the owner's avatar next to the views they own.

Hovering over a personal view will reveal both the name of the person that personal view was created by, as well as the current owner:

If you select another person's personal view, you will be able to see that view, but not configure or edit it in any way.

However, you can duplicate another person's view to use their view configuration for a new collaborative view, or for a personal view of your own:

Reassigning a Personal View

Those with creator or owner permissions on a base or workspace can reassign personal views from any base collaborator to any other base collaborator(including themselves!). The ability to reassign a personal view to others allows you to not only set up your personal views for yourself, but you can set up personal views for other collaborators in your base.

To reassign a personal view you own, open up the view menu for that view by clicking on, or next to, the name of the view you'd like to reassign. In the dropdown menu you will see the option to "Reassign to someone else":

Clicking on the "Reassign to someone else" option will open up a modal where you can view a personal view's current owner, and choose which collaborator to assign as the new owner for this personal view. Once you've picked the new owner, click on the "Confirm reassign view" button.

As noted in the screenshot above, once you've reassigned a personal view to another collaborator you will be unable to edit that view's configuration options.

If you are not the current owner of a personal view, you can still reassign that view! As you can see in the below screenshot, the ability to alter the view's configuration will be greyed out if you aren't the view's current owner, but that personal view can still be reassigned:

FAQs