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
- In the toolbar, click Save view.
- Enter a name for the view.
- 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
- In the toolbar, click Saved views.
- Select the view you want to reload from the list.
- 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
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