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Regulaxy

Saved views

A filter and sort combination saved under a name, shared by every user, and what a view survives when the data beneath it changes.

A view is one table's filters and sort, saved under a name. If the free-text search box held anything at the moment it was saved, that is saved too.

Views are shared by every user. Everyone sees the list and can apply a view; only an administrator saves, updates, renames or deletes one. That is the same split that governs column order, and for the same reason — the filter that defines how a team reads a table is the team's decision. A view nobody else would recognize by name is a personal preference, and that is ordinary filtering.

Saving

  1. Filter and sort the table

    The save button stays disabled while there is nothing to save, and says so: an empty view would apply nothing and look broken.

  2. Open the views menu and choose Save the current view

    The menu opens from the bookmark button in the toolbar.

  3. Give it a name

    The name is what the team will see in the list. It is stored as written and is not translated.

Applying replaces, it does not merge

Applying a view replaces the table's whole state: a filter the view does not mention is cleared. Applying the same view twice therefore gives exactly the same table, and what you see is what the view describes — not what the view describes plus leftovers from whatever was on screen before.

The name of the applied view stays on the button, so a filtered table is never left with nothing saying what filtered it.

What a view survives

A view holds the values as they are displayed in the column, not internal codes.

What changesWhat happens to the view
A column is hidden or removed from the tableThe view keeps working; the filter on that column is skipped
A column is renamedNo effect
The wording of a value inside the column changesThe filter stops matching anything

Update, rename and delete

An administrator hovering a view's row gets three actions: update the view to what is on screen right now, rename, and delete. Deleting asks for confirmation and states plainly that the view is shared by every user — what is being deleted is not only yours.

Clear filter and sort, at the bottom of the same panel, returns the table to its initial state, including the free-text search box.

Updated

This page is the file content/docs/en/v1/start/saved-views.mdx