Save a View

You can apply filters, edit the columns that are shown, and change the order in which they display. Then you can save that as a custom view so you don’t have to repeat these steps each time.

To save a custom view:

  1. Navigate to the document or object listing.

  2. Use the filters and edit the columns to create the view you want to see.

    Screenshot step 2

  3. Click Save View As.

    Screenshot step 3

  4. Provide a Name for the view and, optionally, a Description and click Save.

    Screenshot step 3

Use your Custom View

To navigate to your custom view:

  1. From the VIEWS section on the left, click the Saved View Name.

    Screenshot step 1