Members with Workspace or Full access to a Collection can create multiple Views of the same data.

Creating a View

  • Open the View dropdown on the top left of your current View. This is where you'll manage your Views.
  • Select + Create view.
  • Choose the type of View you would like to create.
  • You can set Filters, Sort Orders, and create custom metadata to configure Views.

Edit Views

Rename

  • Open your list of Views in the View dropdown.
  • Select the icon to the right of a View.
  • Click Rename.

Reorder

  • Grab a View on it's left to drag and reorder.
  • The top View will be set as the default.

Delete

  • Select the icon to the right of a View.
  • Click Delete.
  • Deleting a View is permanent, though the Collection data is retained.

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