Saved Views
Bookmark filter, column, and sort configurations for quick access to frequently used queries
Saved views let you bookmark frequently used filter, sort, and column configurations so you can return to them with one click instead of rebuilding complex queries each time.
What Gets Saved
A saved view captures the complete state of a list page:
| Component | Description |
|---|---|
| Filters | All active filter conditions |
| Columns | Which columns are visible and their order |
| Sort | Sort field and direction (ascending or descending) |
Creating a Saved View
- Set up the CI list or change history page with your desired filters, columns, and sort order
- Click the Saved Views dropdown in the toolbar
- Click Save Current View
- Enter a name and optional description
- Choose whether to Share with everyone (off by default)
- Click Save
Private and Shared Views
A saved view is private to you unless you share it.
| Visibility | Who can load it | Who can rename, edit or delete it |
|---|---|---|
| Private (default) | You | You |
| Shared | Everyone in your tenant | You, plus a superadmin who can unshare or delete it |
Turn Share with everyone on when you save a view, and it appears in the dropdown for every user in your tenant, marked with a group icon. Sharing grants read access only -- nobody else can rename, re-filter or delete a view you shared.
You can also change your mind later: each view you own carries a share button in the dropdown -- a share icon on a private view, a padlock on a shared one. Unsharing takes the view straight back out of everyone else's list.
A superadmin can take a shared view down as well -- unshare it, or delete it. That is the whole of their authority over a view somebody else made: they cannot rename it, change its filters, or share a view you kept private. It is there so a view shared by someone who has since left the tenant does not sit in everyone's dropdown with nobody able to remove it. Once a shared view is unshared it is private to its owner again, and only its owner can share it a second time.
Using Saved Views
- Click the Saved Views dropdown
- Select a saved view from the list
- The page immediately applies that view's filters, columns, and sort order
Managing Saved Views
- Rename - Edit the name or description of a view you own
- Delete - Remove a saved view you no longer need
- Share / unshare - Change who can load a view you own
- Views are stored in the database and persist across browser sessions
- Views shared with you by someone else are read-only, so they carry no edit or delete controls -- a superadmin sees unshare and delete on them, and nothing more
Per-Page Views
Saved views are scoped to their page context:
- Views saved on the Configuration Items page only appear on that page
- Views saved on the Change History page only appear on that page
- This prevents clutter and keeps views contextually relevant
Tips
- Save views for common workflows: "Production Kubernetes pods", "Recent Ceph changes", "Inactive CIs"
- Share the views your whole team reaches for; keep works-in-progress private
- Combine with URL sharing -- the URL also captures filter state for one-time sharing
- Use saved views instead of bookmarking URLs, since saved views update if column defaults change
Related Documentation
- Searching and Filtering CIs - Building the queries that saved views capture
- Change History - Saving views on the change history page
CI Details: Understanding Configuration Item Detail Pages
Explore the full detail view for any configuration item including configuration, relationships, change history, and operational metrics
Change History
Track every configuration change across your infrastructure with a global audit trail for troubleshooting, compliance, and drift detection