How To Create, Update & Delete views

Create a view

To create a new view you can either add a new one or duplicate an existing one.

1. Add new View

1. Click on the Add New View button in the Views bar.

2. Enter a Name for the View, it is the only required field.

3. (Optional) Select the Display Mode and Columns for your view. For more information on changing the column visibility, consider the article below:

1. Click on Save New View to save.

When you add a new view, it is Unshared and Active for me by default. Meaning it is only visible for you.

2. Duplicate View

Instead of adding a new View, you can as well duplicate an existing View with all of its settings and filters.

1. Click the Arrow next to the view you want to duplicate.

2. Select Duplicate View.

3. Click on Save.

Caution: If you duplicate a shared view and have sharing rights, the duplicated view will also be shared with others.

Update View

You can update the following aspects of a view:

1. View Name

2. Display Mode

3. Shared <-> Unshared

4. Active for me

5. Visible columns

6. Column order

7. Default sorting

8. Active filters

9. Search string

When you make changes to a view, a small red dot appears in the top-right corner of the View tab in the Views bar. This indicates that there are unsaved changes.

Changes to your view are not saved automatically. You must manually save them.

Discard

• If you leave the current page, unsaved changes are automatically reset.

• To manually discard changes, click the Discard button in the view pop-up.

Delete

• If you do not have sharing rights, you can only delete views that you created yourself.

• If you do have sharing rights, you can delete any views created within your group.

To delete a view you have to click the Delete button in the view pop-up.

Important: Deleting a shared view will remove it for everyone, not just for yourself. Use caution when deleting shared views.

If you need support, feel free to contact us via support@toolsense.io or send us a message using the chat feature in the bottom-right corner of your ToolSense browser.