Saved views

A view is a list page’s whole setup, saved under a name: which columns are shown, how wide they are and in what order, what it is filtered to, what it is searched for, how it is sorted, and how many rows a page holds.

Views live in the view switcher at the left of the search pill, above every list. Switching view changes what you see, never what is stored.

Where views exist

Page	Built-in views
Bill of Materials	All · Inventory · Settings
Assembly Bills	All · Inventory
Raw Materials	All · Inventory · Virtual materials
Work orders	All · Draft · Ready · In progress · Quality control · Completed
Assemble tasks	All
Every report	Standard

The built-in views are part of the app rather than something stored in your shop. They cannot be renamed, edited or deleted, and they cannot be set as your default — so they carry no ⋯ menu, and Update view is not offered while you are on one. Change anything on a built-in view and the only save offered is Save as new view.

Saving a view

Change whatever you want — add a filter, hide a column, drag one wider, sort by something else — and a Save button appears at the end of the toolbar, with Reset view beside it to throw the changes away.

Save (or Update view from the menu beside it) writes your changes back into the view you are on. Not offered on a built-in view.
Save as new view asks for a name and adds it to the switcher. The counter under the field shows how much room is left.

The ⋯ menu beside the active view in the switcher offers:

Rename
Set as default, or Remove as default if it already is
Delete, whose confirmation says plainly that the view is removed for everyone in this shop

The default view

One view per list can be marked as the default, and it carries a star in the switcher. Opening that list without any particular view in the address bar opens the default one.

Setting a new default clears the old one in the same action, so there is never a second star to go and remove. Clear the flag entirely and the list goes back to opening on its built-in All.

The default is per shop as well, so it decides which view everyone in the shop opens on.

What a view remembers, and what it does not

A view stores:

The columns it shows, in order, with their widths and which ones are pinned to the left
Its filters, combined with AND
Its search term
Its sort column and direction
Its page size
On the lists that offer it, the set of locations the stock columns are read at
On a report: the period as a relative choice, the grouping, the basis, the location scope and whether it opens as a table or a chart

A view does not store:

Which rows you had ticked
Which page you were on
Its own name — renaming a view never counts as an unsaved change
On a chart, which series you picked

Two consequences worth knowing:

A relative period stays relative. “Last 30 days” saved today still means the last 30 days next month, not the 30 days it covered when you saved it.

Renaming, starring and reordering are not edits to the setup. Only the things in the first list above count as unsaved changes, so starring a view never leaves you with something to save.

A list URL carries the view it is on, so a link you paste into chat opens your colleague on the same view. Anything you changed on top of the view travels in the URL as a difference from it, which is why a link to a filtered list still works even though the filter was never saved anywhere.

When a view goes stale

Views are stored as your setup, not as a snapshot of the data, so they stay meaningful as your catalogue changes. Two cases are handled explicitly:

A filter on something that no longer exists — a deleted group, for instance — simply matches nothing rather than breaking the view.
A view that names a column or a field the page no longer has still loads, and a note above the table says what was skipped. A report that has changed shape behaves the same way.

Nothing is silently repaired behind your back, and nothing throws an error page.

Where to next

Groups — the named sets you can filter a view down to.
Reading a report — how views work on the reporting side, including the period and the basis.
The materials list — the list controls a view is built out of.