A view is a tool that displays data from a database.
Multiple views can share the same data source but show different sets of information in various formats. Think of a view as a real-time updated window that only displays data you care about.
Types of views
In Bika.ai, main view types include:
View Type
Display Style
Best Use Cases
Grid View
Traditional spreadsheet layout with columns (fields) and rows (records)
Managing large datasets (e.g., customer lists, product inventories)
Gallery View
Visual card display using images from attachments as covers
Showcasing business cards, product images, or menus requiring visual presentation
Kanban View
Task cards grouped in columns representing statuses/stages
This template is used for querying information data and providing feedback on query results via email. It ensures information isolation while allowing external users to easily retrieve the required information. In addition to exam result queries, it can also be used for use case such as competition registration results and bid results, ensuring efficient responses and accurate retrieval of necessary information.
This folder is used to centrally manage all information related to legal cases, including case progress, client communication, and relevant billing and expense records.
You can use this template to achieve AI automated Linkedin posts, read the prepared Linkedin content in the database, and automatically post to help you increase the exposure of social media and also automatically record their public URLs in your database for tracking engagement.
Lead Management Automation includes a Lead Pool, Lead Submission Form,Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.
Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.
The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency