Saved Views
Saved Views are presets of table configurations that users can create, apply, and manage in several of the Logixboard Explorers. This allows users to slice and dice data in a variety of ways to more efficiently account for different operational workflows or use cases.
Key Features
Users can create, name, and remove custom saved views
Views include settings for column visibility, sorting, and filtering
Saved views are only accessible to the user who created them, except the default view
Creating a Saved View
Configure the Explorer table as desired (columns, sorting, filters)
Click on the "Saved Views" option
Select "+ Save current View"
Enter a name for the view
Click "Save"
Applying a Saved View
To apply a saved view, click on "Saved Views" and select the desired view from the list.
Default View (Shipment Explorer)
The Default View is a special type of saved view that can be set by an Admin user for all users (customers) when they first access the Shipment Explorer.
Key Features
Set by Admin for all users
Applied when a user first visits the Shipment Explorer and hasn't yet personalized their view
Appears first in the list of saved views
Cannot be deleted by users
Setting the Default View (for Admin Only)
Configure the Shipment Explorer table as desired
Navigate to Settings > Customization > Shipments Explorer View Customization
Select a Saved View and hit Apply
Notes
New users or those who haven't personalized their view will see the Default View.
Once a user personalizes their view (by changing columns, sorting, or filtering), they will see their personalized view when returning to the Shipment Explorer.
Users can always revert to the Default View by selecting it from the Saved Views list.
If an Admin changes the Default View, it will be applied for new users and those who haven't personalized their view.
Best Practices
Create saved views for frequently used configurations to save time
Use descriptive names for saved views to easily identify their purpose
Regularly review and update saved views to ensure they remain relevant
Admins should communicate changes to the Default View to users