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A saved view stores everything that shapes a list: the search, the filters (label filters included), the sort, and the visible columns. Views show as pills above the agent or workflow list. Click one to apply it.

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The view pills

The pill that matches the list exactly is highlighted. If you apply a view and then change the list, its pill shows as (modified).

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Save a view

1

Shape the list

Search, filter, sort and choose columns until the list shows what you want.
2

Save it

Click Save view and give it a name.
3

Share it, if you can

Tick Share with the organisation to make it an organization view. This needs the manage permission for the list: agents:manage for agents, workflows:manage for workflows.
Names are unique among your own views, and among the organization’s views. Two people can’t create organization views with the same name.

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Change a view

After you modify an applied view, the bar next to it offers:
  • Save changes. Updates the view. Available on your own views, and on organization views when you have the manage permission.
  • Save as new. Saves the current list as a new view and leaves the original alone.
  • Save as my own. Shown on a view you can’t edit. It saves your version as a personal view.
Open a pill’s menu to Rename or Delete a view you can edit, or to Share with organisation a personal view.
Deleting an organization view removes it for everyone.

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Views and label changes

Views follow your labels. Renaming a label value updates every view that filters on it. Deleting a label key removes its filter, sort and column from every view.