Lesson 10 of 10 · 3 min
Saved Views: Persistent Filter Presets
Create, apply, rename, and delete named filter presets to jump instantly to the jobs you care about most.
Saved Views: Persistent Filter Presets
Video coming soon
Lesson Notes
Saved Views appear in the toolbar of the Projects list as a bookmark-style icon to the right of the advanced filter button. They store the complete filter snapshot of the current view: status filter, sort field, sort direction, page size, customer ID, technician ID, editor ID, project manager ID, package ID, selected media types, scheduledAfter, scheduledBefore, createdAfter, and createdBefore. Page number and free-text search are intentionally excluded — pagination is per-session and search is transient.
To save a view, configure the filters you want (for example: status=Pending, technician=Alex, media type=Aerial), then click the Saved Views icon and choose 'Save current view.' Enter a name in the dialog that appears and confirm. The view saves to the server under the 'projects' page key and becomes available immediately in the menu. Other team members with the same org access can also recall saved views — they are org-scoped, not user-scoped.
To recall a saved view, open the Saved Views menu and click any named preset in the list. Recalling a view calls updateUrlParams with every stored filter, clears pagination back to page 1, and triggers a fresh data fetch. The URL updates to reflect the recalled state so the view can be shared directly. The current filter state is replaced entirely — existing filters are not merged with the preset.
Saved views can be renamed or deleted from the same menu. Hover a saved view name in the list to reveal a rename icon and a delete icon. Renaming shows an inline text input; confirming the rename calls the rename mutation. Deleting shows a confirmation before removing. Neither action affects the currently applied filters — only the stored preset.
A practical workflow: set up 'Today's Pending Aerials' (status=Pending, mediaTypes=Aerial, scheduledAfter=today, scheduledBefore=today), save it, and recall it each morning with one click to see exactly which aerial jobs need technician assignment. Similarly, 'Undelivered This Week' (status=In Progress OR Editing, scheduledBefore=Friday) gives editors a quick list of jobs that need to be wrapped before end of week. Because the URL reflects the applied state, you can also paste the URL into Slack or a task tracker to share the view directly.
Key Takeaways
- Saved Views store the full filter snapshot — status, sort, team members, package, media types, and date ranges — but not page or search.
- Views are org-scoped and visible to all team members, making them useful for shared operational workflows.
- Recalling a view replaces the current filter state entirely and resets pagination to page 1.
- Views can be renamed and deleted without affecting live filters.
- Use Saved Views for recurring operational checks like 'Today's Shoots' or 'Undelivered This Week' to reduce daily filter overhead.