Save an workspace view

A saved Ecoverse workspace view stores your filters, search criteria, and column settings. Use a saved view to return to those settings later.

Select Save as to create a saved view. Select Save to update the saved view that is open.

Saved views:

  • Are not available in every Ecoverse workspace.
  • Are private to the user who creates them.

Before you begin

  • Open an Ecoverse workspace that supports saved views.

Create a saved view

  1. Customize the workspace. For example, apply a filter or add a column.
  2. In the upper-right corner, select Save as.

    Assets view with Saved as button

  3. Enter a name for the view. The name can contain up to 50 characters.

    Save as dialog to enter view name.

  4. Select Save.

Update a saved view

  1. Next to the page title, such as the Assets title, select the saved view from the dropdown list.

  2. Modify the workspace settings.
  3. Select Save.

Rename or delete a saved view

  1. Open the saved view.
  2. In the upper-right corner, select the action menu.

  3. Select Rename View or Delete View.
  4. Complete the action:
    • To rename the view, enter a new name and select Rename.
    • To delete the view, review the confirmation message and select Delete.

A notification in the upper-right corner confirms whether the action succeeded or failed.

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