Save custom view

Save custom view

Save custom views

You can now save your filter selection to an existing custom view or save it as a new custom view.

To do this, first select your filters:

  1. Select the required custom view.
  2. Click .
  3. Choose the required filter options and select Find.
  4. Click Save Results To.
    • If you click Existing Custom View, your filter selection is added to the existing custom view.
    • If you click New Custom View, continue with the below instructions. Your filter selection is saved as a new custom view.
  5. Choose the required fields in Criteria.
  6. Click  create a new criteria in the custom view.
  7. Enter the Name, Description, and specify the Accessibility Details.
  8. Click Save to finish creating the custom view.

 

  • Users can access the Save option only when they create a custom view or owns access to edit the custom view
  • When users are in the predefined view they can view only the Save As option

Favorite views

Favorite views displays the list of all your favorite custom and predefined views. Hover over the selected custom or predefined view to enable and then click  to add that view to the Favorite Views. If required, you can remove a view from favorites.