Groups and views
A group is a named area of the workspace, listed in the sidebar, holding records with its own members and access levels. People also call it a section, space, area or folder. A view is a saved way of looking at a group's records (a table, board or calendar); it holds no records itself.
Groups
- Find groups through
describe_workspace_schema, thengroupswith actiongetfor one group and its views. manage_groupswith actioncreate,update(name, description, sharing),duplicateordelete. Renaming a group means changing itstitle; the description is a separate note under it.- A group is either private to its members or visible to the whole workspace.
People in a group
groupswith actionmemberslists them.manage_groupswith actionadd_member,update_member_roleorremove_memberchanges them.- Roles: Owner (full control), Admin (manage people and views), Editor (change records), Viewer (read only).
- Someone added by email who is not yet in the workspace joins as a guest.
Views
viewswith actionlistorgetto read them;manage_viewswith actioncreate,updateordeleteto change them.- Four kinds: table, kanban board, calendar and timeline (a Gantt chart).
- A board needs a choice field to make its columns; a calendar needs a date field; a timeline needs a start date and can take an end date and a "waits on" link to the same object.
- Views refer to fields by id. Take them from
describe_workspace_schema.
Report dashboards
- A group's reports are dashboards of charts the whole group sees.
list_dashboardsshows them and each chart's position. manage_dashboardswith actioncreate,update(rename) ordeletechanges a dashboard;add_chart,update_chartorremove_chartchanges one chart, by its position. Group editors may change charts; renaming or deleting a dashboard needs a group owner or admin.- A chart takes the same definition as
generate_analytics, forecasts and past snapshots included. Try it there first; a chart that cannot be drawn is refused with the reason.
Rules
- Check for an existing group before creating a new one.
- Adding someone gives them access to everything in the group. Confirm the person and the role first.


