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Create Saved Views

Learn more about creating and using saved views.

Cutover Documentation Team avatar
Written by Cutover Documentation Team
Updated over a week ago

Create views based on the filters you apply to a runbook or event. With saved views, you can view information based on the filters you've set without applying them manually.

Overview


All users have the ability to create saved views by applying a set of filters to their runbook or event. Once you create a saved view, it will be accessible in your workspace admin panel. Saved views are private and only available to you.

Workspace managers have the ability to allocate a saved view they've created to a public group, making it visible to all workspace members. However, workspace managers do not have access to private views.

Note: If you would like to create public saved views but do not have proper permissions to do so, reach out to your workspace manager for further assistance.

Create and manage saved views


To create a saved view, follow the steps below:

  1. Apply filters to any runbook or event.

  2. Click Save View.

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.

Create a public view


Note: If you would like to create public saved views but do not have proper permissions to do so, reach out to your workspace manager for further assistance.

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.

Delete or rename a saved view


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

Related articles


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

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