Board views: shape any Rose Rocket board without code

Before and after

Before. One Orders board for everyone. The CSR scrolls past Cost and Margin to find a delivery date, dispatch re-applies the same three filters every morning, and finance exports the board to a spreadsheet to total the week’s revenue.

After. Each tab on the same Orders board is a saved view, so dispatch opens Operations, drops the one column it never reads, and saves that as Operations – dispatch, a new tab for the whole team, while the saved Operations view stays as it was.

The clip above is the whole flow, with the voice-over saying what each step is for. Operations › Orders in the left nav opens the Orders board: every load you are moving, one row per order, five of them here. Each tab is a saved view of the same orders, and the Operations tab keeps only the three loads in execution, so dispatch never re-filters. Configure opens Configure View on the right for that view, one row each for Filter, Sort by, Group by, Calculations, and Columns, with the board still beside it. Columns opens Customize columns; untick Weight (lb) and the board drops that column right away, Back reads Columns 9 shown, and the Operations tab picks up a warning triangle because the change is still a draft. Close the flyout, click Save to view, and choose Save to new view rather than Save to current view. Type Operations – dispatch in Name of view and click Save: the dialog closes and Operations – dispatch appears as a new tab at the end of the tab strip, after Templates, selected, with the same three loads and nine columns. The Operations tab still carries its draft triangle, but the saved Operations view behind it is unchanged, so the team gets a new tab and nobody loses the one they had.

What it does

• Views, not copies. A board holds many views. Each view saves its own filters, columns and their order, pinned columns, sort, grouping, calculations, and layout. Switching views never touches the records.
• A layout per view. Table, Timeline, Charts, Maps, and Kanban where enabled. Same records, drawn the way that job needs them.
• Filters that stay. Field, operator, value, joined with and/or. The view tab shows a warning triangle until you choose Save to current view or Save to new view.
• Calculations that follow the filter. Sum, Average, Median, Min, and Max on numbers; Min, Max, and Range on dates; Count, Count Empty, and Count Unique on most fields. They recompute as the filter changes and persist per view.
• Personal or shared. Tick Personal (only visible to me) for a working setup. Leave it off and the view is there for everyone on the board.
• One flyout per view, one panel per board. Configure opens Configure View for the view you are on: name, description, layout, and the Filter, Sort by, Group by, Calculations, and Columns rows. Back takes you to Configure Board: object type, icon, board name, the list of views, and Add View. On child boards, Configure Board also carries Available columns and Security filters.
• Child boards for admins. Scoped copies of a parent board with their own columns and record filters, so a division sees only its lanes.

Views control the list. Detail view permissions control what each role sees once they open a record.

Build a Ready to invoice view on Orders

1. Open the Orders board and click Add new view at the end of the view tabs. Name it Ready to invoice, keep Layout on Table, and click Save.
2. Click the filter icon beside the search box, then Add filter. Set Status is Delivered and click Done. Choose Save to current view so the filter sticks.
3. With the new view selected, click Configure in the toolbar. Configure View opens on the right for that view. If you need the board’s own settings, click Back to reach Configure Board.
4. Click Columns to open Customize columns. Keep Order ID, Status, Last delivery, Quote, Cost, and Margin under Shown fields, move the rest to Hidden fields, and pin Order ID so it stays put when the table scrolls.
5. Click Back. Under Sort by, choose Last delivery and Ascending. Under Calculations, set Sum on Quote and on Margin.
6. Click Save. The warning triangle on the tab disappears, and the view opens this way for everyone with access to the board.

Turn a saved view into a chart

A saved view is the input to a chart. Any view’s Layout can be Charts, each panel’s Configure chart sets its Chart type and Group by, and every panel counts only the records the view’s filter lets through. So a view named Booked this week, filtered to Status is Booked, becomes a live count of booked orders by customer that dispatch opens as a tab on the board it already uses, not as a report someone exports. The clip builds that view on the Orders board, born as Charts and unfiltered, so its panels count all 35 orders; the steps below add the filter first.

1. Open the Orders board and click Add new view at the end of the view tabs. Name it Booked this week and click Save. The new tab lands at the end of the strip, selected, with the columns and filters of the view you were on. Pick Charts in the dialog’s Layout cards to start as charts, as the clip does, or keep Table and switch later.
2. Click the filter icon beside the search box, then Add filter. Set Status is Booked and click Done, then choose Save to current view. From here on, the view holds only booked orders, and so does every chart drawn from it.
3. Click Configure. Under Layout in Configure View, choose Charts. A view with no charts yet opens with four starter panels: a bar by Status, a bar of quarterly counts split by Status, a Total metric, and a donut by Status, each counting the booked orders only. Press Escape to close the flyout.
4. Click a panel’s Configure chart gear. Set Chart type to Bar, Donut, Metric or Line, and Group by to any column the board can group on, for example Customer: the header re-reads Count by Customer and the donut redraws with one slice per customer. Title, Ordering, Formula and Value format are optional, and a Bar chart swaps Ordering for Orientation and Split by. Click anywhere outside the panel to close it. Escape does not.
5. To add a panel, click Configure › Chart Layout › Edit. The + at a row’s right edge adds a chart to that row, arriving as a Vertical Bar Chart counting by Status, so change it with its gear; the trash icon removes a panel, and Row layout / Column layout flips the direction. A view holds up to three panels per row and three rows. Click Done, then Save to view › Save to current view to clear the tab’s warning triangle. Reset discards the draft instead.

Availability

On every Rose Rocket board, for orders, quotes, invoices, customers, and any object you built in Object Builder. Table, Timeline, Charts, and Maps layouts are available on all boards. Kanban is rolling out by organization. Saving a shared view needs editor access on the board; viewers still use every view. Configure Board, Security filters, and child boards are admin work, and role permissions can restrict who creates or deletes boards. Compare this with role-specific order views, which change the record page rather than the list.