Custom Views

Views let you save a specific list setup so you can quickly return to it later. A view captures your current list configuration (such as selected columns, filters, and sorting) and can be saved as a Private View, Group View, or Company View.

---

Open the Views panel

1. In the list or grid toolbar, click the Views selector.

---

Select a View

Select a view from one of the sections:

• System Default

• Private Views

• Group Views

• Company Views

The selected view is marked with a checkmark on the right side of the row.

Notes:

• System Default resets the list to the default configuration.

• If no view has been selected for a list yet, the system automatically applies the first available Group View from one of the user’s groups.

• Editing and permissions: Update columns/filters/sorting as needed. Only Administrators can edit or delete any view; other users can only edit or delete views they own. Use Save to update the current view (when allowed), or Save as New View to create a new view based on your changes.

• Deleting views: When a view is deleted, users currently using it are switched back to System Default.

---

Save as New View

Use this when you want to save your current list setup as a new view.

1. Configure the list the way you want (columns, filters, sorting).

2. Click the Save as New View button.

3. In the Save as New View modal:

• Enter Name (required)

Under This view is, choose one:

• Private View: Only you can access and use this view.

• Group View: Available to users in the selected security group(s).

• Company View: Available to all users in the company.

1. Click Save to create and apply the view.

Notes:

• Only users with the Views Contributor role can create Group and Company views. Administrator group has this by default, but it can also be set to other groups.

• Users without this role will have the group and company option disabled in the UI.

• Attempting to create Group or Company views via API without the required role will result in an authorization error (e.g., 403 Forbidden).

• All users can still create Private Views and use existing shared views.