How to use saved views?

A Saved view is a named set of table settings: filters, sort, columns, pinning, Table / Board mode, and board column field. Views appear in the sidebar under the selected table.

When you need this

You return to the same filters and columns regularly.
Several roles share one table — you need a Shared view.
You switch quickly between All records and Active.

Key terms

Main table — default view without saved settings.
Create saved view / Save view — save current state.
Update view — overwrite existing; Save as new view — copy.
Make shared for everyone — others see the view (Shared view).
Search (not persisted) — Search table is not part of a view.

Before you start

Records table is open.
Filter, Sort, Columns (and Board if needed) are configured.

Step-by-step

Configure the table: filters, sort, visible columns, Table or Board.
Click Create saved view (or Save view to update the current one).
In Save table view:
- View name — e.g. Active records.
- Enable what to save: Filters, Sort, Column visibility, Pinned columns, Display mode (table / board), Board settings (column field).
- Optionally Make shared for everyone.
Click Save view.
In the sidebar, Show saved views — pick a view from the list.
To rename — Rename view; to remove — Delete view.

What happens next

Selecting a view applies saved settings. Update view writes new changes to the same view.

How to verify

Switching views restores filters and columns.
Shared view is visible to other users with access.
After reload, the view behaves the same.