Save and Reload a View

Save the current canvas state as a named view and share it with your team.

Before you start

Who this is for Any user
Role required Editor or higher
Prerequisites Application open; a view configured the way you want to save it

Save the current view

  1. In the toolbar, click Save view.
  2. Enter a name for the view.
  3. Click Save.

[TODO: Screenshot of the Save view dialog]

The view saves the current scope, level, visible objects, filters, and any custom aggregations or annotations applied.

Reload a saved view

  1. In the toolbar, click Saved views.
  2. Select the view you want to reload from the list.
  3. The canvas restores to the saved state.

[TODO: Screenshot of the Saved views list]

Share a saved view

Saved views are stored on the server. Any user with access to the same application and the same tenant can see and open the view.

Delete a saved view

In the Saved views list, click the delete icon next to the view name.

Next steps