Workspace administrators can save a view of a module's data so they can return to the view quickly. They can also update the default view that appears when the module is opened.
Note: Only workspace administrators can change the current view or set a new default view for the module. To gain Workspace Administrator permissions, ask an existing workspace administrator to grant you the necessary permissions.
Save changes to the current view
When a saved view has Always open on current page filter applied, this filter will be applied as expected when the user interacts with the view.
When a saved view with the Always open on current page filter is used in an export (or on the source side of a cross-module import), it behaves similarly to the Save as default view for module filter. For instance, the same filter is applied to all pages, and is based on the default page.
To save changes to the current view, select View > Save. When prompted, select OK to confirm that you want to overwrite the view.
For the default view, you can select View > Save, but follow the same procedure as when saving a new view.
Save a new view
To save a new view:
- Select View > Save As.
- Enter a name for the view in the Save As field.
- Optionally:
- Deselect Always open on current page. This option is selected by default. If deselected, the view will open on the page that was last selected when the module was opened, instead of the current page.
- Select Save as default view for module if you want the view to be the default view.
- Select Save.
Note: Test how long it takes to close and reopen your saved view. Pages with heavy filters may take longer to open. You may want to optimize filter performance or reduce the number of filters to improve speed.
