Create, update, and troubleshoot views and record forms in Sanka.
Last updated: May 29, 2026
Views control how records appear in an object list. Forms control which properties users enter when creating records. Use them together to make each object easier to search, filter, update, and operate.This guide explains the difference between views and forms, how to create them, and what to check when a field or record is missing from a user's screen.
Views
A view controls the record list for an object.Views can define:
The columns shown in the record table
The order of columns
The number of records shown per page
Sort settings
Filters that include or exclude records
Whether the view is shared or private
Which form opens when users create records from that view
Views do not create, delete, or change the underlying records. They only control how matching records are displayed.
Forms
A form controls the input screen used when users create records.Forms can define:
Which properties appear on the creation screen
The order of properties
Which form is selected from a view
Whether a custom form is shared with other views in the same object
Forms do not replace property settings. If a property is required, unique, or option-based, those rules still apply even if the form layout changes.
Expected behavior
When views and forms are configured correctly:
Users see the records that match the active view's filters.
Columns reflect the properties selected in the view.
The Archive view shows archived records.
Private views are visible only to the user who created them.
The selected form controls which fields appear when a record is created from that view.
Required and unique property rules still apply when saving records.
If a user cannot see a record or field, check the active view, form, property settings, archive status, permissions, and module access before treating it as a bug.
Review views and forms with AI
Ask AI to review the configuration before changing a shared view or form.
Sample prompt
/sanka Review this Sanka view and form issue before making changes. Show the object, active view, filters, columns, sort settings, selected form, required properties, private/shared setting, archived-record handling, permissions, and records or fields that are missing. Do not update or delete views or forms yet.
After the review, confirm whether the fix belongs in the property settings, the view columns, the view filters, the selected form, or the user's permissions.
Manage views and forms
View management is available from the top-left of the record list.
Create view: create a new view and select a form
View switcher: switch between registered views
Circle icon: indicates the default view
Create a view
Click Create view at the top-left of the record list.
Enter a clear view name.
Choose the view type. For most record lists, use a table view.
Select the form that should open when users create records from this view.
Select the columns to show in the record list and drag them into the desired order.
Set the record count, sort, and filters.
Click Update.
The new view is applied to the record list.
Work with archive and private views
To see archived records, open the view switcher and select Archive.To create a view that only applies to your account, turn on Private view while creating the view. Private view settings cannot always be changed after a shared view has already been created, so choose the visibility before saving.
Create or edit forms from view management
Open view management.
Click New next to Form.
Enter the form name and select the properties users should enter.
Click Create.
Select the form for the view, then click Update.
Open New from the record list and confirm that the selected form appears.
To edit or delete a form, click the form name. The default form cannot be edited or deleted.
Create forms from the record creation screen
Select the view where you want to use the form.
Click New in the top-right corner to open the record creation form.
Open the form menu near the current form name.
Click Create new, configure the form, and click Create.
The new form is applied to the record creation screen.
Troubleshooting
A record is missing from a list
Check the active view, filters, sort, archive status, and user permissions. The record may exist but be hidden by the current view.
A property is missing from a table
Check the view columns. Add the property to the view if users need it in the table.
A property is missing from the create form
Check which form is selected for the current view. Then confirm that the property exists and is included in that form.
A user cannot edit a shared view or form
Check the user's role, module access, object access, and workspace permissions. Shared views and forms can affect other users, so editing may be restricted.
A required field is not visible
Check whether the required property was added to the selected form. If a required property is hidden from the form, users may be unable to save records.
Checkpoints
Before changing a shared view or form, confirm who uses it and whether reports, imports, workflows, or support procedures depend on it.
Search Sanka...
Review view and form changes
Logs
Search logsAll actionsAll dates
ID / ActionDateTarget / ItemChangeActor
3Reviewed view issue2026/05/10 12:00Item list viewChecked filters, columns, selected form, and archive viewClaude / Codex
2Updated view columns2026/05/10 12:15Item list viewAdded SKU and category columnsSanka user
1Updated create form2026/05/10 12:25Item create formAdded required category field to the formSanka user
View and form changes should be checked together with property settings, record visibility, permissions, and shared team workflows.
The new view is applied to the record list.
To create a view that only applies to your account, turn on Private view while creating the view. Private view settings cannot always be changed after a shared view has already been created, so choose the visibility before saving.
To edit or delete a form, click the form name. The default form cannot be edited or deleted.
The new form is applied to the record creation screen.
