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Views

Views

Build and manage saved list views — column sets, filters, and sort orders that anyone can apply.

Reviewed AdminVertiqa 1.54+

A view is a saved configuration of a list page — its columns, its filters, its sort. Views give your team consistent ways of looking at the same data without each person rebuilding their own filters.

Layout

  • Saved views (left) — a card per view. Each card carries a badge for the entity it belongs to, its column count, whether it has filters, and when it was last updated. Click a card to select it.
  • Right pane — preview and configuration of the selected view.
  • New View in the page header, and a per-card menu with Edit, Duplicate, and Delete.
  • Editor — a dedicated screen for creating or editing a view (the /settings/views/new and /settings/views/[id] routes).

Common tasks

  1. Create a view — name it, pick the entity, choose columns, filters, and a sort order.
  2. Edit a view — update the same configuration. Changes take effect immediately for everyone using the view.
  3. Duplicate to start from an existing view rather than blank.
  4. Delete when a view is no longer useful.

Tips

  • Name views by purpose ("North America renewals due Q2", "Open jobs unassigned"), not by who built them. Names that describe outcomes age better.
  • Avoid one-off personal views in this catalog. If only one user needs it, keep it as their personal saved filter on the list page.