How to create or update a default view in a table
A default view will display for all users when navigating to a table. Setting a default view allows Admins to exclude data in a table that is not relevant to all members of a workspace. All users with Read and Write permissions are able to further filter, but never expand upon, data displayed in the default view.
To create a default view:
1. | Hover your cursor over Default view and click on the More options ellipses |
2. | Click Edit  |
3. | |
4. | Once applied, click Save current view as default in the views panel  |
5. | From the Update default view window, click OK  |
To update an existing default view:
1. | Hover your cursor over Default view and click on the More options ellipses |
2. | Click Edit  |
3. | Click Clear current view in the views panel to start from scratch |
| Alternatively, build off or adjust the applied filter conditions, sorts and/or hidden fields |
4. | Once your new criteria is applied, click Save current view as default in the views panel  |
5. | From the Update default view window, click OK  |
Please note: To protect sensitive data, newly added fields will be hidden if a default view has been applied to a table. To reveal a new field, you will need to edit the default view, unhide and save the current view as default.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.