Configure Save Views

The Save Views setting allows you to choose if named view changes are saved manually or automatically for pages where data changes are saved automatically. These pages include all types of views, such as workspace, project, and personal. You have the option to Save, Save As, and Reset changes made to a view by using the View menu.

To configure the views preferences:

  1. Navigate to the Preferences page
  2. On the Preferences page, select the Settings tab.
  3. In the Save Views section, select either Save views automatically or Save views manually.

    Note: Changing this setting to Save views manually will require you to manually save your view changes. This is recommended for organizations that use Project or Workspace views.

  4. Save your changes:
    1. Select Save.
    2. In the Preferences panel, select Close.