Custom Data Views | FieldCamp

Custom views let you save a specific combination of filters, sorting, and grouping on any module — Jobs, Clients, Invoices, Calendar, and more. Instead of re-applying the same filters every morning, save the view once and open it with a single click.

The Fastest Way: Ask the Command Centre

Open the Command Centre and describe what you want to see:

• "Show me all overdue jobs in New York"
• "List clients with no jobs in the last 90 days"
• "Find all unpaid invoices over $500"

The AI filters the data instantly. If you want to keep that filter for later, save it as a view. See AI Skills for more ways to search and filter with chat.

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What Is a Custom View?

A custom view is a saved set of rules applied to a module's data list. It defines:

• Which records appear (filters)
• What order they appear in (sorting)
• How they are grouped (grouping)
• Which columns are visible (column selection)

Views are personal by default. You can also share them with your team so everyone works from the same data perspective.

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Creating a Custom View

Step 1: Open the Module

Navigate to the module you want to filter — for example, Jobs from the sidebar.

Step 2: Apply Filters

Click Organize to open the filter panel. Available filters vary by module but commonly include:

Combine multiple filters to narrow down exactly what you need. For example: Status = Overdue and Priority = High and Assigned To = Unassigned.

Step 3: Set Sorting

Choose how records are ordered:

• Priority (High to Low)
• Date (Newest or Oldest First)
• Alphabetical (A-Z or Z-A)
• Status

Step 4: Choose Columns

Select which data fields appear in the list. Drag columns to reorder them and resize column widths to fit your screen.

Step 5: Save the View

1. Click Save View
2. Enter a descriptive name (e.g., "Today's Urgent Jobs" or "Overdue HVAC Maintenance")
3. Optionally toggle Pin to Sidebar for quick access
4. Optionally set it as your Default View for that module

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Views Across Modules

Custom views work on every list-based module in FieldCamp:

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Sharing Views with Your Team

When you share a view, other team members see the same filters, sorting, and columns. This is useful for:

• Standardizing workflows — everyone on the dispatch team uses the same "Morning Queue" view
• Onboarding new hires — pre-built views help them find the right data without training
• Cross-team alignment — managers and field techs look at the same status breakdown

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Tips for Better Views

• Use descriptive names — "Dispatch - Morning Routes" is clearer than "My View 1"
• Keep it focused — a view with too many filters can hide useful records
• Review monthly — update or archive views as your workflow changes
• Pin your top 3-5 — too many pinned views clutter the sidebar

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Custom Views vs. Workspace Views

Custom data views and Workspace Views serve different purposes:

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