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TIDEFORCE JournalOperations
#048

Save Your Table Setup as a Personal View

Personal table views keep your filters, sorting and column layout together so you can return to a useful setup without rebuilding it.

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The same inventory table can serve several jobs: checking the gear list, reviewing condition or preparing an office handover. Each job calls for a different selection of columns and filters.

Saved personal views let you keep those choices together. In supported tables such as Inventory, you can name a useful setup, return to it later and see when your latest changes have been saved.

The Inventory view menu with Rename, Update view and Save as new view. Anonymized screenshot detail.
The Inventory view menu with Rename, Update view and Save as new view. Anonymized screenshot detail.
@tideforce_management

Keep the whole setup together

A personal view remembers how you have arranged the table, including:

  • The filters and sorting you have selected.
  • Which columns are visible and which are hidden.
  • Column order, widths and pinned columns.
  • The row density you prefer.

When you return to that view, the setup is restored together. You can keep one arrangement for a regular equipment check and create another when the next task calls for different information.

Know when your changes are saved

Once you finish a change to a personal view, TIDEFORCE saves the updated setup automatically. The View saved status confirms that it has been stored. Update view remains available if you want to save manually.

Built-in system views stay protected. You can use one as a starting point, adjust its filters or layout and choose Save as new view to keep a personal version. The original default remains available.

Create a view for a recurring task

  1. Open Inventory and select a view close to the task you want to do.
  2. Set the filters and sorting, then hide, resize or reorder the columns you need.
  3. Open the three-dot view menu and choose Save as new view. Give it a name that describes the task.
  4. Continue working in your personal view. After later changes, look for View saved to confirm the setup is stored.

Use Rename when a view needs a clearer name. Choose Duplicate when you want a second version to adjust for another job. The copy includes the current table setup, including changes made just before you duplicate it.

Start with one table you use regularly. Put the information you check most often within reach, save the arrangement and return to it the next time that task comes around.

Availability: this update is rolling out per school. Saved views are available in supported tables, and the controls you see depend on your role and setup. If the view menu is not available at your school yet, ask the TIDEFORCE team to confirm your rollout.
Frequently asked questions
01

Will changing a personal view overwrite a built-in view?

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Built-in system views are protected. Save your adjusted setup as a new personal view to keep it while retaining the original.

02

How do I know my layout has been saved?

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Look for the View saved status after changing your personal view. Update view is also available as a manual save action.

03

Can I keep a second version for another task?

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Yes. Duplicate creates a copy of the current table setup. Save as new view lets you store the setup under a new name.

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