What are Saved Views
Saved Views is a tool that enables users to preserve their site preferences and establish default views within an individual site.
You can now select either or all the preferences in the Table menu;
Filters - Apply filters based on preferred criteria.
Sort - Organize data on preferred criteria.
Group - You can select up to three grouping conditions.
Table Columns - Customize displayed columns, selecting their width and position within the table.
Keyword Search - Utilize keyword filtering for targeted searches.
How to create a View
Once you have selected all the table preferences, you can now save the current selection in one default view under the 'Views' by selecting 'Add view from current selection'.
My Views
My Views is a selection of your own Saved Views.
Once you have saved the view, you have an option to:
Rename view
Set as my default view - This will save the view to be displayed by default every time you visit the site
Duplicate view
Duplicate to Shared Views
Delete view
Shared Views
Shared Views are views that are visible to all of the users on the site.
If you are an Admin user on the site, you can:
Add a new Shared View
Set 'Site default view' - This will then display the view to all of the users visiting that site unless each user sets their default view.
If you are a Normal or Guest user on the site, you can:
Access and select between the Shared Views
Override the 'Site default view' by creating your own site default view.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.