Create views based on the filters you apply to a runbook. Saved views let you quickly see information according to your selected filters—without having to set them manually each time.

All users have the ability to create saved views by:

Once you create a saved view, it will be accessible in your workspace admin panel on the left hand side.

Saved views can be private or public.

Private saved views enable users to personalise their workspace, by saving views they like, or visit often to save time when navigating to the information and runbooks they need each time. These views can be created by all users, regardless of permissions and when created as a private view, only you can see this view. Workspace managers do not have access to your private views.

Public saved views enable higher level users to define a structure to their workspace and enable personalisation of the left hand panel so they can find what they need quicker. Only workspace managers have the ability to save a view as public, allocating a saved view they've created to a public group, making it visible to all workspace members.

To create a saved view, follow the steps below:

To add a single runbook to your My Saved Views list, click the cog icon located next to your runbook title. In the drop-down menu, click Save runbook as saved view.

In your workspace, click +Add public group under My Saved Views.

Enter a public group title. Next, apply filters to the workspace, similar to these steps. Next, click Save view.

Enter a name for your view. In Sharing options, click Add to public group. Select your saved view group and click Save.

Click More actions next to your saved view title. From there, a modal will appear for you to edit or delete as needed.

Learn more about creating default views in the Runbook Views article.