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Save views in the order list page

Duygu Demir avatar
Written by Duygu Demir
Updated over a month ago

You can filter views, save them and even share them with other users in your organisation on the order list page.

Create a view

  • Navigate to the order list page.

  • Create the filter you want

  • Click on + View

  • Edit the name of the filter

  • Click on "Create view"

Once added, you will see that you have 2 actions:

  • Share with other users

  • Delete

Share views with other users

Once you've created a view, you can opt to share with other users in your environment.Shared views are configurations that all users of a team or organization can access. These views allow consistent data presentation and standard workflows. However, since they are shared, updates to these views will have an impact on all users.

  • Navigate to the view (click on the header of the view)

  • Click on Share with other users

This view will be shared with all users within your organisation. You will see an icon indicating that this view is shared. This means that if other users add views and share them within the organisation, that you will also see them in the order list page.

Customizing Shared Views: Impact and Alternatives

If you require customizations that only apply to yourself, consider using one of the following alternatives:

  • Personal views: Create your own non-shared view where you can freely customize settings without affecting others.

  • Personal bookmarks: Save specific configurations for your use by creating bookmarks for quick access.Changes made to a shared view—such as adjusting filters, columns, or other settings—will automatically apply to all users of that view once saved. This ensures that shared views remain consistent across the organization.

Delete views

Once you've created a view, you can opt to delete it afterwards.

  • Navigate to the view (click on the header of the view)

  • Click on Delete

Note: If you delete a shared view, it will also be removed for other users.Deleting a shared view removes it entirely from the system and makes it unavailable for all users. Since shared views are designed to be universal, this action cannot be undone for specific users. It's important to notify other users who rely on the view before deletion.

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