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Description
Context
- Clarify the role of the
All XXXview (RenamedBase view) - Introduce a default view (the view that should open if no view has been visited yet. Will be useful to display the kanban as the default view of opportunities for instance)
- Clarify the difference between
managed viewsandseeded views
Desired Behavior
Base view
The base view should be the new name of the old All XXX view. Its icon is a lock. It should be hidden in the view switcher if:
- It's not explicitly opened (See all relations on record page or direct url access)
- As soon as another view exists in the view switcher
It should be considered as a system view. Its explicit name will help users understand how to create a view when an object has no views (something that should be rare tomorrow)
| Accessed from the "See all" relations button (view is open) | Object has no view |
|---|---|
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Managed view
Managed views should be indicated with a lock when hovering in the view switcher. We also want to clarify why they are not editable in the Options menu.
| View switcher | View Options menu |
|---|---|
| https://github.com/user-attachments/assets/33930573-c9f1-45ff-9bf6-c9ad43780a04 | ![]() |
Default view
The default view should be the one at the top of the Workspace section. The default view should open when no "last visited view" is registered
Other improvements
Add a checkbox on the currently selected view. Note the All Opportunities view is a custom view like another, not the base view
Precisions
Like today, dont display the Workspace section title if there is only this section in the views switcher
Real-world use case
Regarding the difference between managed views and seeded views: Today, both seeded views on Tasks are not editable/managed
The second view should:
- Be renamed to "My tasks"
- Be seeded, not managed (user should be able to fully edit it or delete it)
Note to the Twenty team: We should always seed views on standard objects, or add managed views. (So users don't end up on the base view).
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