Dashboard Views

Views let you package a set of filters, columns, sort order, and grouping under a named tab so you can return to a working slice of the register in one click. On the Requests dashboard, the view tabs appear on the toolbar between the New button and the search box, and your tenant ships an All Requests default.

(screenshot placeholder — capture: the Requests dashboard toolbar showing the All Requests tab plus one or two custom view tabs, with the search box and Filter button beside them)

What a View Saves

A view captures the full state of the grid:

• Filters — the selections made in the filter strip (status, priority, request type, assigned officer, custom fields)
• Columns — which columns are shown and their order
• Sort — the sort order applied to the grid
• Grouping — the group-by column chosen in the View options (⋯) menu

Creating a View

1. Set up the grid the way you want it — apply filters, choose and order columns, pick a group-by and sort.
2. Open the View options (⋯) menu and choose New view.
3. Name the view.
4. Decide whether it is personal (only you) or shared (everyone in the tenant).
5. Save. The view appears as a new tab on the toolbar.

(screenshot placeholder — capture: the New view dialog with a name entered and the personal/shared choice visible)

Switching Between Views

Click a view tab to apply its filters, columns, sort, and grouping in one click.

Editing and Deleting Views

Use a tab's edit and delete affordances to rename or remove a view. Deleting the active view returns you to the default view.

Personal and Shared Views

• Personal views are visible only to you.
• Shared views are visible to everyone in the tenant. Administrators can manage shared views for the whole office.

Views on Other Screens

The Documents workspace supports saved views too: its filter, sort, and column state can be captured as a view — private to you or shared with the tenant — and reopened from the Views dropdown.