Saved Views allow you to personalize your list views by applying filters, sorting, and selecting specific columns. This lets you quickly access frequently used data configurations without having to re-apply them every time.
What are Views?
A View is a combination of:
- Filters: Specify which data records to display based on specific criteria.
- Sorting: Arrange the data in a particular order (ascending, descending, etc.)
- Columns: Choose which data fields you want to see in the list view.
Important Note: Saved Views are personal by default and only visible to the user who created them. We'll discuss making views public in the next page.
How to create a View
There are two main ways to create a View:
1. Default View: Automatic Saving
- Any changes you make to the default list view, such as applying filters, sorting, or adding/removing columns, are automatically saved.
- When you return to the list view, your personalized configuration will be retained.
2. Creating a Named View: Saved View
- Apply your desired filters, sorting, and column selections.
- Click the three-dot menu (...) in the list view header on the left.
- Select "Duplicate" from the menu.
- Give your Saved View a descriptive name and click "Duplicate."
Your newly created Saved View will be accessible from the list view dropdown menu.
Saved View Actions
The three-dot menu (...) on a Saved View provides additional actions:
- Edit: Modify the name and set a custom icon for your Saved View.
- Delete: Remove the Saved View from the list.
- Pin View (covered on next page): Pin the saved view in the sidebar.
- Make Public (covered on next page): Share your Saved View with other users.
By creating and utilizing Saved Views, you can streamline your workflow in Frappe CRM and efficiently access the data you need most often.