Interface

Once your dataset is set up, the next step is deciding how to look at that data. Interfaces are the views you build on top of a dataset: the same records, presented in whatever shape your work actually needs.

What are Interface?

A dataset stores your data. An interface is how you interact with it. You can create as many interfaces as you like on a single dataset. One team member might work from a Kanban board while another uses a Table, and a manager checks a Dashboard. All three are looking at the same underlying records.

Create an interface

To add a new interface, click + Add New at the bottom of the left sidebar.

Select the interface type you want: Table, Kanban, Form, and so on.
Enter a name for your interface and choose the dataset it should pull from.
Complete the configuration. Settings differ depending on the interface type.
Click Next to finish and open your new interface.

Interface Types

Proma has eleven interface types. Each one is built for a specific kind of work. Pick based on what your team needs to do with the data, not just what it looks like.

Table Interface

Rows and columns. Best for bulk editing, sorting, and exporting data.

Kanban Interface

Cards in stages. Best for workflows where records move through statuses.

Calendar Interface

Records on a timeline. Best for anything with dates: schedules, deadlines, events.

Dashboard Interface

Charts and metrics. Best for monitoring performance and spotting trends.

Form Interface

Guided data entry. Best for collecting information from people outside your team.

List Interface

Rich cards with key fields surfaced. Best for browsing records where context on each item matters.

List Detail Interface

Scrollable list on the left, full record detail on the right. Best for reviewing and editing records one at a time.

Pivot Interface

Cross-tab analysis. Best for comparing data across two dimensions at once.

Group Detail Interface

Groups on the left, matching records in a table on the right. Best for navigating large datasets organized by category.

Tracker Interface

Timeline view of how records move through stages over time. Best for tracking progress and spotting bottlenecks.

Page

Free-form content layout. Best for documentation, reports, and rich text pages.

Choosing the right interface

Start with one question: what does the role using this interface need to do? The answer points directly to the right type.

If they need to...	Use this	Example
Move records through stages	Kanban	Support tickets, hiring pipeline, content calendar
Edit or review many records at once	Table	Inventory updates, bulk data review, exports
See everything on a timeline	Calendar	Bookings, project milestones, staff schedules
Monitor metrics and trends	Dashboard	Sales performance, support volumes, KPI tracking
Collect data from others	Form	Lead capture, feedback surveys, onboarding requests
Browse and pick records quickly	List	Contact lookup, product selection, approval queue
View one record in full detail	List Detail	Customer profiles, employee records, case files
Compare data across two dimensions	Pivot	Sales by region and month, headcount by team and role
Navigate a large, categorized dataset	Group Detail	Org charts, product categories, location hierarchies
See who changed what and when	Tracker	Compliance logs, project history, customer touchpoints

You are not locked in. You can add a second interface to the same dataset any time. A Kanban for your team and a Dashboard for your manager can live side by side: same data, different views.

Next Steps

Explore related Proma features that enhance interface capabilities:

Logic Builder - Create complex conditional workflows with visual programming
Smart Columns - Add intelligent, automated fields to your datasets
Automation Engine - Build automated workflows that respond to interface interactions

Have questions? Our team is ready to help at [email protected]