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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.