Several pages in CaseFleet provide the ability to apply powerful filters and, in some cases, choose the columns you want to view. Two pages where this feature is most important are the Facts page and the Reports page. The Saved Views feature gives you the ability to save various combinations of filters for easy recall at a later time. You can also choose a particular "view" to be your default view, and it will be loaded automatically when you visit the page.
Saved views don’t take the place of filters. In fact, you can visit any page with saved views and use the filters without creating or using saved views at all! On the other hand, if you’re frequently filtering the page in a particular way, you can save lots of time by using saved views.
You'll find the Saved Views feature on the following pages as of now (1/27/19), but we plan on adding it in more locations soon.
- The Facts, Sources, and Reports pages
- The Cases list page
Creating a Saved View on the Facts Page
To start using the Saved Views feature on the Facts page, visit the page and click the filters button to add a filter or set of filters:
As soon as you've made any changes to the filters, you'll have the option to save them, if you'd like. To save your filter, click "Save as New View" to open the form to save the current set of filters as New View.
Congratulations! You've created your first saved view. After you've saved the view, a few handy buttons will appear:
- Use the Star button to make the view your default view for this particular page.
- Hit the Copy button to create a copy of the view.
- Hit the People icon to make this a shared view. Your team will be able to apply the view to their accounts, but they won’t be able to edit it.
- Hit the Trash icon if you want to delete the view.
Now that you have a saved view on the page, a new element appears that lets you choose which view to apply to the page and also gives you a shortcut to "Star" a view if you would like to make it the default for the page.
Click on the name of the view to apply it, or click on the star icon to make it your default.
Editing a Saved View
If you want to edit a view that you've created, select it from the drop down list, then click on the name of the view as shown below:
Once the edit field appears, click the "Edit Filters" button (shown above) or the filter icon (above, to the left of "My Second View") to open the filter tool so that you can modify the filters for the view. If you make any changes, you'll be prompted to save them.
Whenever you want to view the page unfiltered, just click the "X" icon on the right side of the view button. This will reset the filters and give you the ability to create a new view, or simply work with the filters if you don't want to create a view.
Saved Views on the Reports Page
When you visit the reports page in a case, you'll see that you have access to the same set of views that you created when on the facts page:
This is because both the reports page and the facts page rely on filtering facts. It makes sense to be able to see the same snapshots of facts on both pages. Your "default" view choice is also shared between these two pages. Keep in mind that any changes you make your saved views on the reports page will be applied on the facts page as well, and vice versa.
If you have any questions about saved views, click the chat button in the bottom right to send us a question, or email us at firstname.lastname@example.org!