# Data views

Every Core view, what it is for, and which ones are intakes, sync sources or legacy.

Core Record Types has 52 grid views across 16 tables as of 2026-10-28. People work in Core through these views. Leaving a filtered step is not deletion, and a view name does not grant or restrict access.

## Intakes

Campaign is the only table with a routed grid intake. Its Intake Step formula sends each row to one view: Step 1 - Define the campaign objective (Draft rows still missing Name*, Description* or Audience Definition*), Step 2 - Assign the accountable owner, Step 3 - Set the campaign dates and Step 4 - Validate and activate campaign. Active and On Hold rows appear in Step 1 - Review the campaign lifecycle. Orphans - Set lifecycle status lists rows with no Lifecycle Status* and no deletedAt.

[![The last creation step: resolve Campaign Check, then choose the lifecycle status.](/systems/core/screens/core-campaign-step-4.png)](/systems/core/screens/core-campaign-step-4.png)

Cities and States have views named as steps, but they have no filter or routing formula: each is a fixed set of columns over all rows. States starts at Step 2. People and Organizations have no intake in Core yet; a Work Item tracks Verify Person and Verify Company intakes.

## Working lists

- People › by Status and People › by Tag are both grouped by Tags, not by Status. by Tag also has an empty name filter. Use them to review rows by tag, such as cal-lead-n8n.
- People › System Users lists people with an Account Binding.
- Organizations and People › Troubleshooting are personal views.
- Positions › Position per Business Unit and Department › Departament Per Company group the structure by company.
- Campaign › Grid view shows every field and every row, including drafts and rows with no status.

[![People › by Tag groups rows by tag, so automation-created people can be reviewed together.](/systems/core/screens/core-people-by-tag.png)](/systems/core/screens/core-people-by-tag.png)

## Sync and reference views

Each table has a view named after its semantic type, such as schema:Person or bds:Team. These are the natural sources for mirrors, but the source view of each consumer sync is not exposed by the API. Two views are confirmed or described as sync sources:

- Campaign › Sync - Campaign publishes 16 fields to the CRM mirror (verified contract).
- People and Organizations › Base Fields - Two Way Sync are described as the two-way sync with the CRM.

The People type views still carry a description that says they publish to Fintable and that "Operations People" is authoritative. That text predates Core and is wrong: Core is the source.

## Personal and legacy views

Personal views (Directory, Company Ops, named grids, Blank, Troubleshooting, Address -> People and Address -> Organization) are visible only to their owner and are listed, not described as operating paths. Views marked legacy should not be used: Step 7: Secondary ID's Master · V2, Membership › to be deleted, Team › temp, the misspelled bds:BusinessRelationshis duplicate and schema:Person - base fieds.

## Complete view catalog

Sharing mode was read for People, Organizations, Campaign, Address, Cities and States; for the other tables only names and types were read.

### Organizations

[Entity reference](/systems/core/organization)

| View | Use |
| --- | --- |
| [schema:Organization](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwUSsypxsUOeB2A7) | Type-named reference view |
| [Base Fields - Two Way Sync](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwh9HQ2GZcDHioMt) | Two-way sync source for CRM (by name and description) |
| [Company Ops · V4](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viweQLHRxdCDlpcH3) | Personal view |
| [Company Ops · V3](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwld7QW7zRMeqWvx) | Personal view |
| [Step 7: Secondary ID's Master · V2 (superseded duplicate - do not use)](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwUQgaVGbTNhbgN5) | Legacy or duplicate, do not use |
| [Troubleshooting](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwKlnW8GVckKmMLF) | Personal view |
| [João Lucas' Grid](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viw7bQ3sUVkId5JtU) | Personal view |
| [Leonardo's Grid](https://airtable.com/appxf21fNB81BxSVM/tblKrREtCLR40eRxn/viwVIGRar9HhAqSsF) | Personal view |

### People

[Entity reference](/systems/core/person)

| View | Use |
| --- | --- |
| [schema:Person](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwivNkhMkuIRia5G) | Type-named reference view |
| [schema:Person - base fieds](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwCoUbcEWtMDHpHt) | Legacy or duplicate, do not use |
| [Base Fields - Two Way Sync](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwGADA735ddzEQlT) | Two-way sync source for CRM (by name and description) |
| [by Status](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwOClUne4ZZoJnwl) | Working list |
| [by Tag](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwWEYeIA0KR90cnw) | Working list |
| [System Users](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwniTkfKmQ83Yjc9) | Working list |
| [Directory · V4](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwr9dPjOwCDQnPi2) | Personal view |
| [Directory · V3](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viw2giQK3Z5pHlqwI) | Personal view |
| [Blank](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viw0YmOTHeAwa1a2f) | Personal view |
| [João Lucas' Grid](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwUAy8lohjW1TORr) | Personal view |
| [Troubleshooting](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwhQFIXVoBWzWlX8) | Personal view |
| [Leonardo's Grid](https://airtable.com/appxf21fNB81BxSVM/tbleSZAAISI3MNhz0/viwPduz4FWMs3pr52) | Personal view |

### Membership

[Entity reference](/systems/core/membership)

| View | Use |
| --- | --- |
| [bds:membership](https://airtable.com/appxf21fNB81BxSVM/tbliWR3Z0f4Lyc7QP/viwxWldjLt02PG9F9) | Type-named reference view |
| [to be deleted](https://airtable.com/appxf21fNB81BxSVM/tbliWR3Z0f4Lyc7QP/viwQhHtfLVTpBA9M7) | Legacy or duplicate, do not use |

### Campaign

[Entity reference](/systems/core/campaign)

| View | Use |
| --- | --- |
| [Step 1 - Define the campaign objective](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwDxWscnWXw8MAsS) | Grid intake step |
| [Step 2 - Assign the accountable owner](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viw9VcvJc082Y1Y62) | Grid intake step |
| [Step 3 - Set the campaign dates](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwVjVTGvcfGEBOmN) | Grid intake step |
| [Step 4 - Validate and activate campaign](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwVfdrqmVtx9y1Yd) | Grid intake step |
| [Step 1 - Review the campaign lifecycle](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwrd3PoHApdRfuD6) | Grid intake step |
| [Grid view](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwvvDPdWtDTsHLhd) | Working list |
| [Sync - Campaign](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwta4e8AlZhvPEUu) | Campaign sync contract (verified) |
| [Orphans - Set lifecycle status](https://airtable.com/appxf21fNB81BxSVM/tbliNtf0LDYatxBVC/viwO4DIsnoZ6ux08k) | Working list |

### Tags

[Entity reference](/systems/core/tag)

| View | Use |
| --- | --- |
| [op:tags](https://airtable.com/appxf21fNB81BxSVM/tblCQ3yPt8wlVK1Ir/viwChAbu49faghbhn) | Type-named reference view |

### Address

[Entity reference](/systems/core/address)

| View | Use |
| --- | --- |
| [schema:PostalAddress](https://airtable.com/appxf21fNB81BxSVM/tblnLzUo0egAogEIc/viwNwKKGyzU4TBtgr) | Type-named reference view |
| [Address -> People](https://airtable.com/appxf21fNB81BxSVM/tblnLzUo0egAogEIc/viwFtdQelA6Xxqvq7) | Personal view |
| [Address -> Organization](https://airtable.com/appxf21fNB81BxSVM/tblnLzUo0egAogEIc/viw6l8k0CYImVbxW6) | Personal view |

### Cities

[Entity reference](/systems/core/city)

| View | Use |
| --- | --- |
| [Step 1: Add City · V1](https://airtable.com/appxf21fNB81BxSVM/tblSeSI9seVl1RERj/viwJ5indR72F4vCRV) | Column set, no routing filter |
| [Step 2: Changelog Information · V1](https://airtable.com/appxf21fNB81BxSVM/tblSeSI9seVl1RERj/viwiwtW3nXFI2wpOx) | Column set, no routing filter |
| [schema:City](https://airtable.com/appxf21fNB81BxSVM/tblSeSI9seVl1RERj/viweFP5eVUK3yBHOJ) | Type-named reference view |

### States

[Entity reference](/systems/core/state)

| View | Use |
| --- | --- |
| [Step 2: Entities · V1](https://airtable.com/appxf21fNB81BxSVM/tblnJExajqDCUVPbr/viwqkD8r4BI7VjOLa) | Column set, no routing filter |
| [Step 3: Changelog Information · V1](https://airtable.com/appxf21fNB81BxSVM/tblnJExajqDCUVPbr/viwl1vy6vPyCegPTJ) | Column set, no routing filter |
| [schema:AdministrativeArea](https://airtable.com/appxf21fNB81BxSVM/tblnJExajqDCUVPbr/viwoDNaluYzF64HkX) | Type-named reference view |

### Countries

[Entity reference](/systems/core/country)

| View | Use |
| --- | --- |
| [schema:Country](https://airtable.com/appxf21fNB81BxSVM/tblnrG6stHyZKt0Kf/viwAO9siFVSKmmg2X) | Type-named reference view |

### Positions

[Entity reference](/systems/core/position)

| View | Use |
| --- | --- |
| [bds:position](https://airtable.com/appxf21fNB81BxSVM/tblD52uUrOa0EItbM/viwpldOaUOqS2Wnnj) | Type-named reference view |
| [Position per Business Unit](https://airtable.com/appxf21fNB81BxSVM/tblD52uUrOa0EItbM/viwLzmhu9qrkG8O40) | Working list |

### Team

[Entity reference](/systems/core/team)

| View | Use |
| --- | --- |
| [bds:Team](https://airtable.com/appxf21fNB81BxSVM/tblvBZUQnWozvd1OS/viwpIzAqVmPzYJmHE) | Type-named reference view |
| [temp](https://airtable.com/appxf21fNB81BxSVM/tblvBZUQnWozvd1OS/viwT8DlBzAO9AoMmb) | Legacy or duplicate, do not use |

### Department

[Entity reference](/systems/core/department)

| View | Use |
| --- | --- |
| [bds:Department](https://airtable.com/appxf21fNB81BxSVM/tblznSndOnaMIOBQL/viwplA5yYgiqxYxKk) | Type-named reference view |
| [Departament Per Company](https://airtable.com/appxf21fNB81BxSVM/tblznSndOnaMIOBQL/viw1ONCplGQsTVDpY) | Working list |

### Organization Relationships

[Entity reference](/systems/core/business-relationship)

| View | Use |
| --- | --- |
| [bds:BusinessRelationshis](https://airtable.com/appxf21fNB81BxSVM/tblvMgDhjs9D7N6mS/viwsdBTRmnK9ZqixN) | Legacy or duplicate, do not use |
| [bds:BusinessRelationship](https://airtable.com/appxf21fNB81BxSVM/tblvMgDhjs9D7N6mS/viwEXQNmA5qHwQxvu) | Type-named reference view |

### Branch

[Entity reference](/systems/core/branch)

| View | Use |
| --- | --- |
| [Grid view](https://airtable.com/appxf21fNB81BxSVM/tblFrfqHNs3z1ElJ7/viwtTD8fe3MUCuERs) | Working list |

### Cadence

[Entity reference](/systems/core/cadence)

| View | Use |
| --- | --- |
| [schema:Schedule](https://airtable.com/appxf21fNB81BxSVM/tbljp91RcHhOjPojF/viwK9FpzFAxQR52ZD) | Type-named reference view |

### Classification Term

[Entity reference](/systems/core/classification-term)

| View | Use |
| --- | --- |
| [schema:DefinedTerm](https://airtable.com/appxf21fNB81BxSVM/tblDv9Yw3kDmI9zsM/viw31qgMIHlA5M5FM) | Type-named reference view |