How to access, create and manage Saved Views within the Smart Lists

A Saved View within the Smart Lists is a feature which allows quick access a previously created view. This functionality allows users to save their filter and column selections, without having to go through adding them all again.

Saved Views also have the ability to be shared by Governing Organizations, which means users may find they have some Saved Views in their list which were not created by themselves. The organization which created the view will be visible under the title of the view.

How to access Saved Views

To access Saved Views, please follow these steps:

1. Select a Smart List
2. Select the menu item on the left hand side
3. This will produce a list of your Saved Views
4. Select the view you would like to load by clicking on it and pressing 'Load View'
5. You will then be able to view the list

The associated organization of the user who created the Saved View will be listed beneath the title of the view, as displayed above.

How to create a Saved View

To create a Saved View, follow these steps:

1. Set up the filters and columns you would like your Smart List view to display. This will also involve setting up the 'In Report' columns too.
2. Name the view using the 'Rename' button at the top of the page (you may need to hover you cursor over the title)
3. Now the view is set up, click the 'Save' button to the right to the view name
4. You will receive a green 'View Saved' confirmation message if this is successful

Managing 'Saved Views'

Depending on if you have created or received a shared Saved View, your management options will be different. To manage a saved view, you will need to select the 'View Options' three-dots next to the title of the view.

If you have created a Saved View

You will have the option to rename, duplicate or delete the view.

If you have received a shared Saved View

You will have the option to duplicate the view only.