Create, Edit, and Share Saved Views for Submittals

Saved Views allow you to customize, organize, and store tailored configurations of the Submittals log. Saving custom list layouts provides quick access to frequently used views and allows you to share them across your project or company.

• Additional Information:

  • Access pre-configured system views (such as Packages, Spec Sections, and Ball in Court) inside the Saved Views panel.

Feature Availability: This feature is available on projects using the Modernized Submittals List View. Ensure the Items List View toggle is enabled in your project's Submittals tool.

1. Navigate to the project's Submittals tool.

2. Configure your list view layout:

   • Apply filters: Click Filters, select your criteria, and click Apply.

   • Set grouping: Select an attribute from the Select a column to group drop-down menu.

   • Adjust columns: Click the Table Settings icon to toggle columns on or off, or drag column headers to reorder them.

3. Create a new saved view:

   • Click Views at the top of the Submittals log.

   • Click Create. c. Enter a name for your view in the Name field.

   • Enter optional details in the Description field.

   • Select a scope level from the View Level options (Personal, Project, or Company).

   • Click Create.

4. Switch between or search saved views:

   • Click Views to expand the panel.

   • Locate a view using the search bar or select a tab (Personal, Project, or Company).

   • Click the view name to apply the layout.

5. Edit or update an existing view:

   • Apply the saved view you wish to modify.

   • Adjust column ordering, filters, or density settings.

   • Open the Views panel and locate the active view.

   • Click Save Changes to overwrite the existing view, or click Save as New to create a separate view.

6. Delete a saved view:

   • Open the Views panel.

   • Locate the view you want to remove.

   • Click the Ellipsis (...) icon next to the view name and select Delete.

   • Confirm the deletion when prompted.