The view provides a visual representation of the data retrieved through search. It includes selected columns and this selection can be modified, sorted and/or formatted. The view can be saved with or without a saved search attached to it. If a view is saved with a search, it can be used for data retrieval from anywhere throughout the system (search, document management, etc.).
To save a view, after running a search, click the grey open folder icon beside the view dropdown below search results and do modifications > click the Apply button > a save icon appears beside the view dropdown > click it > give the view a name and save it (you don’t have to add a search to it - in fact it’s not recommended in most cases). Here are some screenshots showing the same process followed on BB GM:
First Search:
Then click the ‘Modify View’ button which looks like an open folder on the right-hand side beside the ‘View’ dropdown:
The following modal will appear where you can set the view the way you wish (more on this in 'Edit View' section below) and then hit ‘Apply’:
We are back to our search results with the new look we just set up. The difference is that now a save button appears as an icon beside the open folder icon/button:
Click the save button:
Here you can add the name of your view, an optional description. You can share it to be available for others to see. Also, a saved search can be added to the view. Choosing a search is not mandatory and in most cases is not recommended, since if you choose it, it will always be tied to that search.
When editing a view, we need to load it from the profile menu on top left hand side of the screen by clicking the little triangle (Red box in image below). This will have a set of functionality available to us. Click 'Views' (in green box):
It brings up the 'Manage Saved Views' with the following features:
On the left hand side (black box), we can select the record type the view is meant to display. For example 'Requests', 'Contact', etc.. When clicked, the respected list of views will load on the main area which is right side of it.
Looking at one of the views from the list, we can see the following functions:
Mobile icon: makes it default mobile view for the record type.
Pencil icon: will bring up the edit screen.
Copy icon: will make a copy and saves it in the list.
'X' icon: will remove the view after a warning pop up receives proper response (Yes/No).