Saved views

Saved views enable you to save different sets of field and filter selections for a collection so you can change what is displayed for the collection based on your business needs. For example, you can create separate views with separate sets of fields or filters for each Category or Region value.

You can share saved views with other users to enable them to use the view. Admins can create saved views that are locked so they cannot be edited by any users.

Create a saved view

1. Perform one of the following steps to display the module pane:

   • In the navigation pane, click the  Account Switcher and then select the appropriate account and module.

   • Click to display the module pane.

2. Select the collection for which you want to save a view.

3. Create the customized view of collection data:

   • Filter the collection.

   • After adding fields to the collection, show, hide, or rearrange the fields to fit your needs. See Fields.

4. Click Save View.

5. Enter a clear, descriptive name for the saved view. The name should identify the view's purpose.

6. To lock the view so it cannot be edited by users, select Lock save view.

Only admins can modify locked views.

1. Click Save. The view is displayed under Saved views in the module pane.

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Display a saved view

1. Perform one of the following steps to display the module pane:

   • In the navigation pane, click the  Account Switcher and then select the appropriate account and module.

   • Click to display the module pane.

2. Under Saved views, select the view to display.

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Edit a saved view

After you've opened a saved view, you can adjust the fields or filters associated with the view.

1. To edit the name of a saved view:

   1. In the module pane, hover over the view name, click , and then select Edit.

   2. Enter the new Name for the view and then click Save.

2. To edit the data displayed in the view:

   1. Display the saved view.

   2. Edit the customized view of collection data:

      • Filter the collection.

        • Adjust the fields displayed, and their order, to fit your needs. See Fields.

      Remember to apply the changes to the view to verify that the data is displayed as expected.

   3. Click Save view actions and then select the action to perform:

      • To save the changes to the existing view, select Save view.

      • To save the changes as a different saved view, select Save as new, enter the new view Name, then click Save.

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Share a saved view

You can share a saved view with other users so they can use the view.

1. Display the saved view.

2. Click Save view actions and then select Share. The Share pane is displayed.

3. To share the view with users of specific roles, select the roles under Share by role.

4. To share the view with a specific user, select the user under Share with user.

5. Click Share. The saved view is displayed in the Saved views list for those users.

• If the saved view was locked by the admin, it is linked in the list but cannot be edited.

• If the saved view was not locked by the admin, it is copied to the shared user's list as a separate saved view. This means that it can be edited or deleted by the shared user without affecting the original saved view.

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Delete a saved view

You can delete a saved view that is no longer needed.

• For locked saved views, when an admin deletes the view, it is deleted for all shared users.

• For unlocked saved views, if you delete a shared view, the saved view is removed from your Saved views list, but remains accessible for other users.

1. In the module pane, hover over the view name, click , and then select Delete. A confirmation message is displayed.

2. Click Yes, delete.