My Views in Digital.ai Agility

Overview

You can use filters to narrow or expand the list of items displayed in a page. This allows you to get rid of the stuff you don't want to see so you can focus on what's important.

You can save the grid views you have created with My Views.  The My Views button makes it easy to save and recall customized filters on the grid, including which columns are visible, editable fields, grid sorting, and number of items per page.

Note that you also have the option to save your current project scope selection into your view.

What All Gets Saved under My Views?

My Views saves the following for each grid:

• Current filter selections

• Which columns are visible

• Which columns are editable

• Grid sorting

• Number of items per page

• Optionally, you can also save the current project scope selection, by selection the project scope icon before you save

Adding My Views

1. Select filters that you want to save and/or customize the grid for your view
2. Click My Views
3. Type the name for the view
4. Optionally, select the project scope icon
5. Click the add [+] button

Deleting My Views

1. Click My Views
2. Click the remove (-) button
3. Confirm the deletion by selecting the Remove button

Updating My Views

1. Change filters that you want to save and/or customize the grid for your view
2. Click My Views
3. Type the name for the view
4. Optionally, select the project scope icon
5. Click the add [+] button
6. Delete Previous View

Sharing My Views

1.) Click My Views

2.) Click Share

3.) Copy URL or Click the Copy Icon to add the URL to your clipboard

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