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Views

A view is a tool that displays data from a database. Multiple views can share the same data source but show different sets of information in various formats. Think of a view as a real-time updated window that only displays data you care about.

View Types

In Bika.ai, main view types include:

View TypeDisplay StyleBest Use Cases
Grid ViewTraditional spreadsheet layout with columns (fields) and rows (records)Managing large datasets (e.g., customer lists, product inventories)
Gallery ViewVisual card display using images from attachments as coversShowcasing business cards, product images, or menus requiring visual presentation
Kanban ViewTask cards grouped in columns representing statuses/stagesDrag-and-drop workflow management (e.g., tracking project stages)
Gantt ViewTimeline view showing task durations/dependenciesProject planning and progress tracking (Coming Soon)
Form ViewCustom data entry forms with shareable linksStreamlining external data collection (Coming Soon)

More view details: Help Center > Views

Basic Operations

Create a View

  1. Open your base database page.
  2. Click + New View in the view list (top navigation bar).
  3. Name your view, select a view type, and confirm.

Customize Views

Each view can be independently configured.

Access Settings:

  1. Click ••• next to the view name.
  2. Select View Settings.

Filtering

Only display records meeting specific criteria (e.g., show tasks marked "Completed").

Setup:

  1. In View Settings > Filters.
  2. Set field-based conditions.

Grouping

Organize records by a field value (e.g., group customers by region).

Steps:

  1. Navigate to Grouping in View Settings.
  2. Select grouping field.

Column Management

Adjust field order and visibility (except the first column, which remains fixed).

Options:

  • Drag handle (☰) to reorder columns
  • Click visibility icon (👁️) to show/hide columns

Card Display Options

Set Cover Image

For Gallery and Kanban Views:

  1. Create an Attachment field in your database.
  2. In View Settings > Cover, select the attachment field. The first image in each record’s attachment will auto-display as the cover.

Adjust Card Layout

Control how many cards show per row:

  1. Go to Card Layout in View Settings.
  2. Choose cards per row (more cards = smaller individual size).

Delete a View

Steps:

  1. Click ••• next to the view name.
  2. Select Delete.
  3. Confirm in the pop-up window.
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