How to filter and save list views
Filter a workspace list down to the items you care about, then save that filter as a named view you can favorite to your dashboard.
Narrow the journey maps list to just the items you need, then save that filter as a named view you can reopen in one click. The same filter-and-save mechanism works on your Portfolio, Metric, and Persona lists too.
Filtering inside a journey map (lanes, personas, portfolio items) works differently. For that, see How to filter a journey map and How to save and apply a view.
In this guide
How to filter a workspace list
Open any workspace list (for example Journey maps in the sidebar) and click the filter icon in the toolbar, next to the search icon. A dropdown lists the criteria you can filter by.
On the journey maps list the criteria are Journey map, Creator, Viewed, Created, Performance, Coordinator, Tags, and Content source. Click a criterion to open its submenu and pick the values to match. Clear all at the bottom removes every filter at once.
The criteria differ slightly per list (the Portfolio, Metric, and Persona lists offer the criteria that fit their content), but the mechanism is the same everywhere.
How filtering combines criteria
Two rules decide what a filtered list shows:
Different criteria combine with AND. A Creator filter on top of a Tags filter narrows the result to items that match both.
Within one criterion, you choose how its values combine. Each submenu has an operator dropdown with three options.
Match any (OR) keeps items that match at least one selected value.
Match all (AND) keeps only items that match every selected value.
Match none (NOT) excludes items that match the selected values.
For example, filtering Tags by two tags with Match any (OR) shows items carrying either tag; Match all (AND) shows only items carrying both.
How to save a filter as a view
Once a filter is applied, an active-filter bar appears above the list with a pill for each filter, a Clear all option, and a Create view link. Saving turns that filter into a named view you can reopen anytime.
Apply the filter you want to save
Filter the list down to the items you want the view to show. The view stores these filters, so set them before you save.
Click Create view
In the active-filter bar above the list, click Create view. The Create view dialog opens.
Name the view and pick its type
Type a name, then choose a View type:
Private view - visible only to you. This is the default.
Shared view - visible to everyone in the workspace.
To favorite the view as you create it, click the star in the name field.
Click Create view to save
Click Create view in the dialog. The saved view appears in the list of views above the filters, ready to reapply.
A favorited view appears on your Dashboard for quick access, so you can jump straight to a filtered list without reopening the filter.
How to edit and update a saved view
There are two separate things you can change about a view: its details (name, order, favorite status) and the filter it stores.
To edit a view's details, click the pen icon next to the saved views to open the management interface. From there you can rename a view, rearrange the order they appear in, favorite a view, or delete one.
To update the filter a view stores, select the view to apply it, change the filters (add or remove criteria), then click Update view. This overwrites the selected view's filters rather than creating a new one. To keep the original and save the changed filter separately, use Create view instead.
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