Saved views are the best way of building meaningful representations of your data (initiatives, events, projects, relationships) in Vizibl and build filtered results which can be easily sorted and interacted with to identify opportunities of collaboration and innovation. The massive time-saver add-on to Saved Views is the ability of sharing them across your organisation with granular permissions so that they can be used in a prescriptive manner.
Building and sharing a view
Saved views are supported in all lists across the app such as relationship list, projects, tasks, events, initiatives etc. To build one, apply your desired filters, then click on "Save view" at the top of the list.
The privacy will initially be set on Private and you can save it as such just for your own personal use, but switching to Shared will expand the modal with several options.
If Shared is selected, a user is able to share their view with their own org/company, specific relationships or specific users and give granular control on editing and viewing rights.
The Save button will remain disabled until a valid view/edit permissions selection has been made for every chosen company/user.
Once the shared view is saved, the user is informed that the share is successful via a green banner message. This banner message will appear only when the view is saved and the share settings have been configured correctly and it will disappear shortly after.
Visibility and permissions
When a view is shared with other users, it will appear on the appropriate list under the Shared with me tab. Each saved view tab will load 10 views by default. If there are more than 10 views, a Load more button be presented.
If a view is shared with a user, which has filters that are not relevant to the user's list and permissions, the filters are still displayed but they do not display any objects.
For example, user A builds a saved view of a relationship list containing three relationships X, Y, Z and shares it with user B. User B is part only of relationship Z. Whenever user B will load the shared view, they will only see relationship Z in the list.
Owner of a Shared Saved View can...
Rename the view (either by selecting ‘Share’ on the view bar or ‘Settings’ in dropdown).
Edit the share settings (either by selecting ‘Share’ on the view bar or ‘Settings’ in dropdown).
Delete the view ('Delete' button in dropdown).
View the filters.
Edit the filters of the view and save over the previous version.
Save the view filters as a new view (more on this below).
Currently only saved view owners can set the view as a favourite but this will be changed and users of any view permission will be able to do this.
Editor of a shared saved view can...
View the filters.
Edit the filters of the view and save over the previous version by selecting Edit Filters then Save. The view will automatically be overwritten and the view owner will be sent a notification about this.
Viewer of a shared saved view can...
View the filters.
Save the view filters as a new view
Users of any view permissions (viewer/editor/owner) are able to either duplicate or edit the filters of the saved view and instead of saving over the current version, by selecting Save as new view. This allows users to become owners of their own saved view which has either duplicated or tweaked filters of the version shared with them.
Visibility and permissions
A saved view can be deleted by clicking on its name once it is applied and a popup containing a delete option will be presented:
