Modify a Custom Workbook State

You can modify your existing custom workbook states without having to create new ones.

  1. On the Home page, hover over a workbook, click Actions, then select Open.
  2. Click State Menu State Menu icon, then click Apply State and ensure the state you want to modify is selected.
  3. Modify the filter selections in the workbook to suit your needs.
  4. Click State Menu State Menu icon, then click Save State.
  5. In the Save State dialog, open the drop-down list and select the current state.
    Description of filters_modify_saved_state.png follows
    Description of the illustration filters_modify_saved_state.png

  6. Click Save.
  7. Click Overwrite to confirm you want to update the existing state.
  8. Optional: Click State Menu State Menu icon, then click Manage States.
  9. Click the custom state and modify the name if required.
  10. Click Done.
Your custom state is now updated with your changes.