Save and share a list view

Every big list in Assemblified — Bill of Materials (the page it opens is titled Finished goods), Assembly Bills, Raw Materials, Work orders and Assemble Tasks — remembers how you like to look at it. A view is the whole setup of a list in one name: which columns are showing and in what order, what it is filtered to, what it is sorted by, how many rows a page holds, and (on a multi-location shop) which locations the quantity columns are counting.

If you find yourself re-applying the same three filters every Monday morning, that is a view waiting to be saved.

The built-in views

Every list starts with views you cannot change, in the switcher at the left of the search pill:

List	Built-in views
Bill of Materials	All · Inventory · Settings
Assembly Bills	All · Inventory
Raw Materials	All · Inventory · Virtual materials
Work orders	All, plus one per status (Draft, Ready, In progress, and so on)
Assemble Tasks	All

They are the same for everyone and cannot be renamed, deleted or starred. You can work from one — change the filters, reorder the columns — and save the result as a view of your own.

Save your own

Set the list up the way you want it. Add filters, type a search term, sort a column, hide the columns you never read (Display options, at the right of the search row), and set a location scope if your shop has more than one location.
Look for the save cluster. As soon as the list differs from the view you started on, two controls slide in at the right of the search row: a Reset view arrow and a Save button. On a narrow screen they collapse into a ⋯ menu carrying the same actions.
Choose Save.
- On a built-in view, Save goes straight to naming a new view — a built-in can never be overwritten.
- On a view of your own, Save opens a small menu: Update view or Save as new view.
Name it. The counter under the field tells you how much room is left. “Low stock, main warehouse” beats “view 3”.
Save. The view appears in the switcher and the list is now showing it.

Changed your mind halfway? Reset view (the circular arrow) throws the unsaved changes away and puts the list back on the view as it was saved.

Update, rename, delete

The ⋯ beside a view in the switcher belongs to the active view only, and never appears on a built-in one. It offers:

Rename — the name only; nothing about the setup changes.
Set as default / Remove as default — see below.
Delete — with a confirmation that says exactly what it means: “…is removed for everyone in this shop.”

To change what an existing view shows, open it, adjust the list, then Save → Update view.

Make one the default

One view per list can be the shop’s default, marked with a star in the switcher.

Open the view you want.
Open its ⋯ and choose Set as default.

From then on, opening that list from the navigation opens that view rather than All. Starring another view un-stars the first automatically — there is only ever one default per list — and Remove as default puts the list back on All. Built-in views cannot be starred, so the default is always a view someone saved.

The list’s whole state lives in the page address: the view, the filters, the search term, the sort, the columns and the page you are on. So there is nothing special to do — copy the URL out of the address bar and send it. Whoever opens it lands on exactly what you were looking at.

That also means the browser’s back and forward buttons work the way you expect inside a list, and that a filtered list can be bookmarked without saving a view at all. Save a view when you want it named and in the switcher for everyone; send a link when it is a one-off.

What a view does not carry

Your row selection. Ticked rows are not part of a view, and are not in the link either.
Data. A view re-runs against current stock every time it is opened.
Access. A view does not restrict access — everyone in the shop can switch to any view and see the same rows.

Where to next

Saved views — the reference for the model behind this page.
Read and repair the execution logs — the Logs list has the same filtering and the same URL-carries-everything behaviour.