How to save and apply a view

Save a filter you use often as a named view, then reopen it on the journey map in one click.

Save a filter you reach for often as a named view, so you can reapply it from the journey map without rebuilding it each time. A view is a saved filter: select it and the map snaps back to the cards that filter shows.

Plan availability

Saved views are available on the Repository plan and above.

How to save a filter as a view

You save a view from an active filter, so apply the filter you want first. For the full filter flow across lanes, personas, tags, and portfolio items, see How to filter a journey map.

1

Apply a filter to the map

In the journey map editor, click Filter and set up the filter you want to save. Once at least one filter is active, a Create view button appears in the bar, next to Filter and Views.

Create view appears once a filter is active

2

Open the Create view dialog

Click Create view. The Create view dialog opens with a View name field and a Set as my default view toggle.

Create view dialog

3

Name the view and save

Give the view a name that describes what it shows, like the persona or segment it isolates. Turn on Set as my default view if you want this filter applied automatically each time you open the map. Click Create view to save it.

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How to apply or switch a saved view

Click Views in the bar to open the views dropdown. Use Type to search to find a view by name, or pick it from the list, and the map reapplies that view's filter. Once a view is active, the Views button relabels to the view's name with an x beside it; click the x to clear the view and return to the unfiltered map.

Views dropdown with a saved view

Saved views belong to the map, so anyone with access to it sees the same views. To send someone a single view as a read-only link, see How to share a saved view.

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How to reorder or delete a view

Open the Views dropdown and click Edit views at the bottom. The Edit views dialog lists every saved view, where you can drag a view to reorder it, or open a view's menu to Set as default view or Delete it.

A view stays in sync with the map. Cards you add inside the filter's scope show up in the view automatically, with no need to re-save. If you change the map's structure in a way that falls outside the view, like adding a new lane, Smaply prompts you to update the view to include or leave out the new content.

Related topics

Filter a journey map

Filter by lanes, personas, tags, or portfolio items, and combine dimensions.

Share a saved view

Generate a separate read-only link for one saved view, independent of the full map.

Filter a journey map by persona

Narrow a map to one or more personas using the Personas filter dimension.