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Manage your views

#Work with the views

What if, you could save all changes made on your grid (filters, columns, category selection...) and come back later to the exact same view so you can keep on working on your product’s selection? Well, this is possible with the View feature!

Views are available for all users for all versions (Community and Enterprise).

#Create a view

Before creating a view, first select a category or a category tree, add some filters and add/remove columns. Once you are all set, you will see that the Default view name became Default view*. Every time you will make a change on a view, a small asterisk "*" will be added nearby its name.

To create your first view:

  1. Click on the "..." nearby the view selector menu Create a view
  2. Select Create view in the dropdown
  3. A window will appear: Create a view window
  4. Enter a name for your view
  5. Click on Save to record your view

This view will now be available under the Views dropdown menu.

Some rules about the views:

  • All views created are shared with all other users.
  • Only the view’s creator can delete or edit it.
  • If you need to edit someone’s else view, select it, make your changes and save it again under a new name.
  • Only active filters will be saved for your view. For instance, an attribute filtered on ALL will disappear when saving your view, because ALL is the default filter value.

When you create a new view, you can save a grid configuration as well as active filters. Please note that system filters will be always added to your filter menu, unless you customise default filters in your account. Read our Manage your account article to learn more about default grid filters.

You can set one of your view as your own default view! To set one of your view as your default product grid view, read the following article Manage your account.

#Apply a view

To apply a specific view, select it from the dropdown list or look for it using the search bar. The product grid will be updated.

Apply a view

#Update a view

To update the filters or the column configuration of the views you have created:

  1. Select the view that you want to edit
  2. Change the filter and/or the grid columns, when you make changes an asterisk “*” is shown nearby your view name

Update a view

  1. Click on the "..." nearby the view selector menu
  2. Select Save this view in the dropdown

#Share a view

Your view may be useful for your colleagues too. No problem, they can easily set it as their default view too! Here are the steps to follow:

  1. Click on your avatar on the top right corner of the screen
  2. Select your name
  3. Click on Edit and select the Additional tab
  4. In the Default view field, select the relevant view in the dropdown Go back to the product grid and you will benefit from it.

#Delete a view

To remove a view you have created, follow the steps below:

  1. Select the view you want to delete
  2. Click on the "..." nearby the view selector menu
  3. Select Delete this view in the dropdown Delete a view
  4. Confirm or cancel the suppression of the view.

Delete a view confirmation

Use one of your view to create a project! Read our How to create a project article.

Want to find out more? Take a look at these related articles