Access a Saved List View of a Table
Prerna
Last Update há 7 meses
What is this article about?
- Learn how to navigate to and apply one of your custom list views or a shared list view template.
Who is this article for?
- All users working with tables.
Introduction
A list view is a customized and condensed version of a data table that helps you focus on specific information for a particular task or workflow.
You can have multiple list views for any table, with two types available:
- Custom List Views: Personalized views created by you, visible only to you. Learn more in our guide, 'Configure Your Own List View.'
- List View Templates: Predefined views set up by your account admin. Different user roles may have different views assigned, or no access to templates at all. Admins can refer to 'Create List View Templates' for setup instructions.
We'll now focus on how to find the list views you've created or that have been shared with you!
Step-by-Step Guide
For each of your tables, you find your List Views under the menu 'View':
Step 1. Access User Level Custom List Views
Within the toolbar of menu 'View', you will find the category 'Default'.
This section holds all you personal list views that you have created so far.
Click on "Default" to expand a dropdown menu with all your custom views, then select the one you want to apply.
Note: The black 'x' button within the dropdown list will delete the corresponding custom list view. This delete-option is only available for views that you created yourself.
As soon as a list view is applied to the table, it will be indicated by a pill at the top of the table. You can return to the default layout of the table, by clicking the 'x' button in the pill.
Alternatively, click the first grid icon in the toolbar again, and select "Default" or any other view from the list.
Step 2. Access List View Templates
To access all List View Templates that your admin has configured for the chosen table, click "Standard Templates" from the toolbar under menu 'View'.
You can now select a template from the dropdown list.
If a template view is applied, the 'Default' icon in the toolbar will display the name of the selected view. To return to the standard table, click it and select 'Default' from the dropdown list.
This guide is part of a series. For more insights, such as creating List View Templates for other use roles, have a look into the related articles below.
If you have additional questions, please do not hesitate to reach out to us at: [email protected]