Saving a View

Switch to V5 to access this functionality.

Once you make changes to a list view you are working on, it is important to save your progress in order to keep the view updated. This article explains how to save your work in a view.

Before You Begin

Ensure you have created views. If you haven’t, go to the Creating a View article to learn how to create views.

Steps

1. Access the view you need to modify.

2. Make the necessary changes. Once done, the Save View pop-up will appear,  showing the changes you've made to any of the Filters, Labels, Columns, Layers and Spotlight within the view

   

3. Use the toggle to select or deselect the sections that you want to keep or discard.

4. In the Save View pop-up, you have the following options:

   • Save - Apply the changes to the current view.

   • Save As - Save the changes as a new view.

   • Reset - Discard all changes made.

   • Close - Minimize the pop-up without discarding or saving any changes.

   If you do not have permission to edit a view that is shared with you, only the Save As option will appear in the pop-up.

NOTE: You can switch between the tabs without saving your work, and the unsaved changes will remain as they are in the Save View popup.