Managed views are admin-configured views of an object’s records. Unlike personal views that individual users create for themselves, managed views are defined once by an App Admin and shared with specific users or groups, creating a single source of truth for how people track work in an object.
Managed views are available on Apps, Elements, Tasks, and Tables.
View Types
App Admins can create the following view types as a managed view:
- List — Column-based record listings with filters, sort, grouping, and row density controls.
- Kanban — Card-based workflow boards grouped by a status or category field.
- Calendar — Date-based record visualization.
- Dashboard — Metrics, charts, and summary widgets for at-a-glance reporting.
- Agent — A full-page embedded chat experience. See Attach an Agent to a View.
Create a Managed View
- Open the object (App, Element, Task, or Table) where you want to create the view.
- Select Managed Views under the User Interface section of the left navigation menu.
- Click + Create New View and select a view type from the dropdown: List, Kanban, Calendar, Dashboard, or Agent.
- Enter a name in the Create View field.
- Configure the view using the tabs at the top (described below).
- Click Save View.
Configuration Tabs
Each managed view is configured through a set of tabs. Available tabs depend on the view type.
| Tab | Description |
|---|
| General | Name the view and toggle whether users can create records from this view. |
| Display As | Change the view type (for example, switch a List to a Kanban). |
| Columns | Choose which fields display and set column visibility and row density defaults. |
| Sort | Define the default sort order. |
| Filters | Define default filters that scope the records shown. |
| Agent | Attach an agent to the view. See Attach an Agent to a View. |
| Access Policies | Grant data access to specific groups or users. |
To disable record creation globally across all managed views, use the record-creation toggle at the object level. To control it per view, use the toggle in the General tab of that view.
Share Access
Managed views are not automatically visible to other users. After saving a view, share it with the users or groups who should see it:
- In the Managed Views list, hover over the view you want to share.
- Click the
Users icon.
- Select the users or groups who should have access.
Users and groups with access see the managed view in their view list alongside any personal views they have created.
Managed Views vs. Personal Views
- Managed views are defined by App Admins and shared with others. Users with access cannot modify the view definition.
- Personal views are created by individual users for their own use and are not visible to anyone else.
- Changes an admin makes to a managed view propagate to every user with access immediately.
- Record-level permissions on the underlying object still apply. Users only see records they are entitled to, even when a view’s filters would otherwise return more.
Attach an Agent to a View
Attach an agent to a managed view so users can interact with the agent in context of the records they are viewing. There are two ways to surface an agent:
Attach an agent to an existing view
Add an agent to any existing List, Kanban, Calendar, or Dashboard managed view to render a chat box at the top of the view.
- Open the managed view in edit mode.
- Go to the Agent tab.
- Enable Agent and select the agent you want to attach.
- Click Save View.
Users with access to the view see a chat box above the records.
Create an Agent view
Choose Agent as the view type when creating a new managed view to provide a full-page embedded chat experience with no record list.
- Click + Create New View and select Agent as the view type.
- Enter a name and select the agent to attach.
- Configure Access Policies to control who can open the view.
- Click Save View.
Behavior Notes
- Agents respect the permissions of the viewing user. Responses reflect only the records that user can access.
- Each view references a single agent. Swap agents by editing the view’s Agent tab configuration.
- Agent views do not render a record list. Use them when the primary interaction is conversational.
- Layout Builder — Configure the record details layout that opens when a user selects a record from a view.
- Filtering — Filter and sort reference used across views.
- Building Agents — Create and configure the agents you attach to a view.
- Access Management — Manage the users and groups you share views with.
