Managing lists often requires applying the same filters, sorting, grouping, and display settings repeatedly. Custom Views allow you to save your preferred list configuration and access it whenever you need it.
With Custom Views, you can save personalised list setups, share them with teammates, and quickly return to frequently used configurations without having to recreate them each time.
Overview
Custom Views let you save the current configuration of a list as a reusable view. A saved view can include:
- Applied filters
- Search criteria
- Sorting preferences
- View mode (Table, Cards, Kanban, or List)
- Grouping settings
- Column order and visibility
Saved views remain available across sessions and page reloads. You can also share a view with other users through a link.
When and why it should be used
Use Custom Views when you:
- Frequently work with the same list configuration
- Need quick access to specific employee or data segments
- Want to standardise how information is viewed across a team
- Need to share a preconfigured list setup with colleagues
How to use
Save a new view
- Open any list or data collection
- Configure the list as needed:
- Apply filters
- Add a search term
- Sort the data
- Select a view mode
- Group records
- Adjust visible columns and their order
- Click Save view
- Enter a name for the view
- Click Save
- The view is now available for future use and will remain saved across sessions.
Share, delete and edit a view
- Open the saved view you want to share
- Click on the pencil icon
- Choose an option
- Share view
- Copy the generated link
- Send the link to a teammate
- Remove
- Modify the title or the description
- Share view
If your saved view is not appearing, refresh the page and check the view selector and verify that the view was successfully saved. If the issue persists, contact your platform administrator or support team.
Built-in views provided by the platform are read-only and cannot be modified. Only custom views created by users can be renamed or deleted.
Tips and best practices
- Use descriptive names so you can easily identify views later
- Create dedicated views for recurring HR processes, such as onboarding, performance reviews, or department-specific reporting
- Share commonly used views with teammates to promote consistency
- Remember that shared views create a copy for each user. Changes you make later to your version will not automatically update theirs.
FAQ
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What settings are included in a saved view?
Saved views include filters, search criteria, sorting, view mode, grouping settings, and column configuration, including visibility and order.
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Do saved views remain available after I log out?
Yes. Saved views persist across sessions and remain available when you return.
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Can I share a view with other users?
Yes. You can generate a shareable link that allows teammates to open the same configuration and save it as their own view.
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Can I edit a shared view after sending it?
Yes, you can edit your own saved view. However, changes will not automatically update copies saved by other users.
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Can I modify built-in views?
No. Built-in views are read-only and cannot be renamed, edited, or deleted.