Skip to main content
Browse Documentation

Create a default view

Created by r.saunders, last modified by r.bromley on 06 Jun 2022

You may want to provide a standard set of views that your teams can use in your organisation. This can be achieved by creating a special type of view called a default view. You can create default views if you are a member of a role with the Manage default entry views permission.

Any view can be used to create a default view.

  1. With a view panel displayed in the entry listing or advanced search screen, locate a view you want to be used as a default view and press the Actions button, indicated by the triple dot icon. A dropdown menu will show.
  2. Select Create as a default view from the menu.
  3. The view will be copied and added to the default views list and will be available to all users of your project.
  4. A notification will be displayed confirming the creation of the default view.

Note: If you want to update the name or description of the view, use the more actions menu and select Properties to make a change.

Necessary Cookies
These cookies are necessary for this website to function correctly. They are set when you perform certain actions on the site, such as creating an account, logging in, changing your privacy preferences or submitting a form. You can block these cookies in your browser, but this will stop parts of the site from working properly.
Functional Cookies
These cookies allow the website to provide extra functionality and more personalised experiences. They may be set by us or by third party providers whose services we have added to our pages. If you choose not to allow these cookies, these services may not work correctly.
Analytical Cookies
These cookies record anonymous data on how visitors use our website to help us monitor how well our website works. This data includes how many people have looked at specific pages, how long visitors stay on the site, and what devices they use. We use this data to identify changes that we could make to improve your experience and make our website more efficient.
Marketing Cookies
We set some cookies so you are shown more relevant marketing content. These include cookies from third-party advertising networks to show you different adverts on their services if you have previously visited our site. If you choose not to allow these cookies, you may experience less relevant advertising on other sites.