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Creating Custom Tables and Views with Pre-set Filters in Workbooks | Clay

Creating Custom Tables and Views with Pre-set Filters in Workbooks

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I just recognized the "Default View" in each workbook. Is it possible to make different tables or views with pre-set filters?

2 comments

Channeled
APP
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Yes, you can create custom views with pre-set filters in your workbooks. To create a view: 1. Open your table 2. Click "Default View" in the dropdown menu 3. Apply your desired filters, sorts, and column customizations 4. Click "Duplicate View" to save your configuration 5. Rename the view to something descriptive You can create multiple views with different filter combinations and quickly switch between them using the view dropdown.
Sources: Views Customize your table view | Documentation | Clay University Customize your table view | Documentation | Clay University
Stephan
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AWESOME