Cases saved views

Save and reuse filtered Cases views to stay focused on the work that matters. A Cases saved view preserves the current configuration so you can return to common workflows without reapplying settings each time.

What a Cases saved view captures

A Cases saved view stores the following configuration.

Option	Description
Query	The current search query and dataset
Filters	The applied filters
Table settings	The column layout and formatting
Fields	The favorite fields shown in the sidebar
Time range	The selected time range, with optional Lock time to fix the range
Set as default view	Makes this the default landing view in Cases

Create a saved view

1. Configure the page using search, filters, grouping, and table settings.
2. Select Save view.
3. In View name, enter a descriptive name.
4. Under Configuration options, toggle which settings to save:
   • Query: Save the current search query and dataset.
   • Filters: Save the applied filters.
   • Table settings: Save the column layout and formatting.
5. (Optional) Set the Time range. Enable Lock time to fix the time range so it does not auto-update when the view is reopened.
6. (Optional) Enable Set as default view to make this the landing view for the product.
7. Select Save view.

In Cases, the saved view also captures favorite fields shown in the sidebar.

Use saved views

Access and apply saved views:

• Select All views to open the saved views panel.
• Find views under Recent or All views.
• Use Search saved views to locate a view by name.
• Select a saved view to apply it.

In Cases, saved views appear in a sidebar panel with Recent and All views sections.

Edit, clone, or delete a saved view

Manage existing saved views from the more actions menu:

1. Open All views.
2. Locate the view.
3. Open the more actions menu next to the view.
4. Select one action:
   • Edit: Update the view name or saved configuration.
   • Clone: Create a copy you can modify without changing the original.
   • Delete: Permanently remove the view.

Share a saved view

To share a saved view with a teammate, copy the page URL after the saved view is loaded. Opening the URL applies the same query, filters, table settings, and time range.

Manage saved views

Use saved views to standardize how teams work:

• Set a default view to speed up daily triage.
• Clone views to create variations for different workflows.
• Share common views by copying the page URL so a teammate lands on the same query, filters, table settings, and time range.

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