Saved Views

Saved Views let you create and switch between customized asset table layouts in both Company and Project level Asset Register. A saved view captures your applied filters, selected columns, sorting, and pinning preferences, allowing you to quickly access the exact data set you need without reconfiguring the table each time.

To access Saved Views, click the Views button next to the search bar in the Assets tool. This opens the Saved Views panel on the left, where views are organized into Company, Project (at project level only), and Personal categories, including the default All Assets view.

To create a new view based on your current table configuration:

1. Configure the Assets table with the filters, column selections, sorting, and pinning options you want to save.

2. Click the Create button at the top-right of the Saved Views panel.

3. In the pop-up modal, enter a Name (required) and an optional Description for the view.

4. Choose the Visibility level:

   • Personal View: Only visible to you.

   • Project View (at project level only): Visible to all users in the current project.

   • Company View: Visible to all users across the company.

5. Click Create. The new Saved View will appear in the panel and can be selected at any time.

You can edit a saved view if you have the required permissions.

1. Navigate to the Saved Views panel.

2. Locate the view you want to edit.

3. Click the Actions Menu (vertical ellipsis icon) next to the view's name.

4. Click Edit to change the existing view’s name or description.

5. Click Update to save the new details to the existing view.

1. Make changes to the data table, for example add or remove a filter, reorder columns, while on a saved view.

2. An Update option will become visible against the saved view.

3. Click Update to save the new configuration to the existing view.

You can permanently remove a saved view if you have the required permissions.

1. Navigate to the Saved Views panel.

2. Locate the view you want to delete.

3. Click the Actions Menu (vertical ellipsis icon) next to the view's name.

4. Click the Delete button.

5. A confirmation prompt will appear. Click Delete to permanently remove the view.

You can share a saved view with other users by copying a direct link to the view.

1. Navigate to the Saved Views panel.

2. Locate the view you want to share.

3. Click the Share icon next to the view's name.

4. A shareable link to the saved view will automatically be copied to your clipboard.

5. You can share this link with other users to allow them to directly access the saved view.

Note: 

• The default All Assets view cannot be modified or deleted.

• Project Views are only visible and manageable in the Project Level Assets tool.

• View names must be unique within their respective visibility scopes (Personal, Project, or Company) to avoid naming conflicts.